Malaysia Trailing SE Asia Breakout Cycle
This is a follow up to the Compelling Case to Buy Malaysia in order to visualize the breakout cycle that is unfolding in SE Asia and why Malaysia...
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The Thaksin Empire Strikes Back (Part II)
Apart from the connections to and favoritism that a new government can give to specific companies, their actual policies and implementation track...
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Asia Long Additions
Chartonics webcast Friday 17 March 2017Asia webcast - To view click on this link: http://www.screencast.com/t/fPdF7dlK 10:39 min*The webcast...
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Equity Lull with USD Tail Wind
US equities are in a fade cycle given the S&P crack of 2,365 micro support. Short protection focused in NDX and IWM. Trimmed transport long. US...
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Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
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