GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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TOPIX-Nikkei Skew Trade Starting to Work Nicely
After initially grinding up slowly but underperforming the Nikkei our suggested skew trade gave up ground during the new year sell off. It is now...
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Sony – Guidance Upgrade
Sony posted a strong quarter on the back of resilient margins in gaming and stellar performance in pictures. Next year should see further growth...
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Sony Tactical Long with Sell Overhang to Re Set at High Conviction Support
Sony is due for a tactical rise, stall and minor new low after completing a full count rise at 15,700. Trendline support break and gap resistance...
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Sony – The Bungie Counterpunch
It is being reported that Sony will acquire Bungie for $3.6bn. The cost effectiveness of this move stands in stark contrast to Microsoft’s...
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