Growing DM Peak Risk as EM's Squeeze Higher
Chartonics weekly Monday 21 March 2016Growing DM peak risk as EM’s squeeze higherOur March risk on rally is maturing with DM’s slated to peak in...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Risk on Caps
Chartonics weekly condensed Saturday 27 February 2016*Condensed repport due to travel this weekendRisk on capsOil, US and Europe equity webcast- To...
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Shorting NOF (4403) Just Now Is Probably a Very Bad Idea
​Japan's defense budget increase may boost NOF's ammunition business, but production limits and slow capacity expansion could hinder profit growth....
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Long-Overdue Consolidation in Japanese Chemicals Drives Growth & Mispricing
​Consolidation in Japan's chemicals industry leading to fewer companies, higher profitability, and potential for growth in undervalued outliers...
971 Views