Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
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The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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WTI Breakout Levels and Energy Plays in Asia
W&T Offshore (WTI US) is pressing on key resistance at 64/65 after clearing the 60.50 breakout barrier. Increased Iran tensions favor a push...
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CNOOC Support Press for Tactical Short that Sets up a Cycle Low/Long Entry
CNOOC Ltd (883 HK) macro support is under pressure after seeing a strong downside impulsive on the back of the dominant triangle support breach....
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