Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
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India Joins the Bear Campaign
NIFTY Index (NIFTY INDEX) was touted as one of our high conviction short positions in our January 21 insight Top Short Triggers in Asia for a Q1...
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India: Abundant Green Shoots of Recovery, but FY20 Fiscal Math Remains Challenging
The FY2019/20 fiscal targets will be missed by wide margins, but strategic sales (BPCL, SCI, Concor) will occur early in the next fiscal year. Net...
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Where One Can Add to Shorts Today
This webcast runs through some ideas on instruments that are lagging some risk signals we outlined in Top Short Triggers in Asia for a Q1 Pullback...
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Top Short Triggers in Asia for a Q1 Pullback
We have outlined increasing risk of tops forming into the late January cycle timeline with some markets peaking before the SPX. The first top cycle...
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