Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
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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....
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FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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Consun Pharma (1681): 1H 2018 Update and Overseas Venture
Since my last note on Consun Pharmaceutical (1681 HK) , its share price has tanked by 36.31%; fell much harder compared to Hong Kong Hang Seng...
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Hong Kong Bear Turn on the Mark with an October Buy Set Up
Our bearish/short view from HSI 31,600 has rewarded. We are now seeing increasing evidence of a fresh lows providing a more attractive risk to...
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