In today’s briefing:
- Asia Long Rotation
Asia Long Rotation
- NKY, ASX and H shares have been our top long bets with rotation now favoring Korea and Taiwan (China as well) at the expense of Japan.
- USD weakness call from DXY 113 and 109 makes Asian equities more attractive into early December and an integral part of our rotation theme.
- Korea and Taiwan are favored bets on dips. China will run out of steam near A50 12,900 and act as the lead energy driver for Asia.
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