The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
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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Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
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Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
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Top Short Triggers in Asia for a Q1 Pullback
We have outlined increasing risk of tops forming into the late January cycle timeline with some markets peaking before the SPX. The first top cycle...
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Trade Goblet Half Full in the US and Half Empty in China
S&P 500 (SPX INDEX) found support just above the 3,050 cycle low target and after re testing 3,150 is vulnerable to weakness as trade wrinkles...
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