In today’s briefing:
- India the Latest to Buckle
- Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 2022
- Weekly Wrap – 04 Mar 2022
- Will continue to stand tall despite the many challengers
India the Latest to Buckle
- India’s Nifty has held up but is now showing signs of significant support cracks that will open the way lower as the USD/INR tests key resistance at 76.40.
- Trading below the 50 and 200 dma is a trend negative and represents resistance that gels with the 17k price pivot barrier/break (200 dma). Risk of a downtrend has increased.
- USD/INR above 76.40 will trigger USD bull momentum with major new chart highs targeted. This has been a high conviction USD long cross.
Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 2022
- In my monthly recap note, I provide a performance update of my trade recommendations in emerging markets FX and rates.
- Of the total of 35 trade recommendations made so far, I have recommended closing 25 of which 18 were in the money.
- I also update my views on the open trade recommendations and go over the rationale behind those that I closed recently.
Weekly Wrap – 04 Mar 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
- Logan Property Holdings
- Shimao Property Holdings
- Ronshine China Holdings
- Lenovo
- Seazen (Formerly Future Land)
and more…
Will continue to stand tall despite the many challengers
- Will continue to stand tall despite the many challengers Muthoot Finance (MUTH’) is our top pick for CY22 in the NBFC Lending space.
- Our investment idea is premised on our thesis of a structural opportunity in Gold lending as the market pie expands with customers evolving, taboo around Gold loans fading away, and apprehensions regarding Gold loans addressed through customer education.
- In this report, we list MUTH’s competitive strengths vis–vis its peers and some of the challengers like Fintech Gold loan NBFCs.
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
Before it’s here, it’s on Smartkarma