China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups
We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups...
609 Views
Trading into and Out of the G20
We hold a macro bearish view for 2019 but do see risk of a G20 induced December rally spike on an US/China olive branch or staggered deal schedule....
579 Views
Shanghai Composite Flash Point
Sustained action below the Shanghai composite 2016 low would increase odds of seeing October capitulation selling in Asia toward ideal bottoming...
204 Views
Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
485 Views
A Case For US/China Trade War Compromise
* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; * F/X Reserve Data Likely to Come in Weaker Than...
332 Views