The New Industrial Revolution Will Transform India over the Next Half-Decade
With the biggest electoral mandate that any government has had in the economic-reform era (since 1991), PM Modi is set to unleash Big Bang reforms...
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Buy Nifty Weakness but Watch Out Overhead
India's Nifty is expected to continue to outperform but into new highs is vulnerable to a cycle crest stemming from maturing macro MACD divergence...
591 Views
SPX and Asia Bear Kick Off
A brief positioning sequence update as trade kicks off for 2019. Our S&P bounce sequence outlined after Christmas met our C wave target and now...
571 Views
India Bank Plunge Pivot and Nifty Macro Trend Inflections
Indian banks display a clear bearish relative and absolute cycle lead to the Nifty which has satisfied our macro wave 5 cycle projection at...
283 Views
Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
407 Views