Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
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Asia Trim Call and Where We Are Adding Back
To view click on this link: https://www.screencast.com/t/c8O6ImmSJp5 10:17 min.Looking forward sectors in Asia that are sensitive to a stronger...
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Afghan Policy Speech Marks a Win for the Deep State, as Trump Turns Presidential
-Trump made a unifying, "presidential" speech outlining continuity in Afghanistan policy, albeit with some additional deployment of troops, and...
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Asia Winners and Weaker Links
EEM 42 rally objectiveStrategic view: Bullish to 42 and 45.Tactical posture: Bullish from 38.80 buy in with risk to 38.50. Would be wrong below...
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Gearing up for Q2 Rally and Asia Macro
US internals played a key role in a secondary pullback into our late March expected cycle trough. Transports break below 9,000 is a weak sector...
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