March Transition
US equities are flirting with a topping sequence if key sectors fail to hold gains. Tech is the underperform short hedge. Transports having trouble...
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March Pullback Cycle
US equities were called to edge higher into our slated tactical peak cycle due in late February/early March near S&P 2,372 projection (2,365-70...
256 Views
Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that China’s banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
588 Views
US Drivers into January Stall Cycle
S&P sector drivers remain bullish. Financials and transports are due to resume their rise. Small caps a fresh long bet (TNA) out of the flat...
347 Views
A Bank with 22% NPLs in Singapore?
We are numb to the concept of there being just three major banks in Singapore. And while this may to true, there are in fact at least 48 banks with...
596 Views