Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Shyam Devani provides key market commentary encompassing analysis of Foreign Exchange, Fixed Income, Commodities, and Equities globally – both in G10 and Local Markets. He takes a multi asset class approach incorporating fundamental, behavioural, and historical trends as well as technical signals.

Shyam has delivered strategic market insights to a number of trading desks and institutional clients internationally (funds/corporates/banks) through written publications, presentations, face to face meetings and conferences. He has had numerous appearances on CNBC, Bloomberg, and Singapore Radio providing his short and medium term views on markets while being the front office media commentator during his time at Citi.

He has been commentating on financial markets since 2004. Since 2006, he was running one of Citi’s top market products, CitiFXTechnicals, initially in London followed by Singapore where he took a lead role in enhancing the coverage of markets in Asia.

Founder & Chief Market Strategist - SAV Markets

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Cross Asset Strategy

This note follows a previous one called <a href="https://www.smartkarma.com/insights/the-major-turn-in-bonds" target="_blank" data-smartkarma-citation="insights:58132" rel="noopener">The Major Turn in Bonds</a> which looks at the prospect of rising US yields, particularly at the belly or the long end of the curveRising yields from here are likely to lead to steeper curves which typically assists, or encourages, credit and lending by the financial community - a needed ingredient for for economic expansion / recoveryThese charts go a small step further and identify the price action signals that have now emerged from those sectors.

This note follows a previous one called The Major Turn in Bonds which looks at the prospect of rising US yields, particularly at the belly or the long end of the curveRising yields from here are likely to lead to steeper curves which typically assists, or encourages, credit and lending by the financial community - a needed ingredient for for economic expansion / recoveryThese charts go a small step further and identify the price action signals that have now emerged from those sectors.

Financials and Banks Ready to Outperform