Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

iShares MSCI Singapore ETF / Technical Analysis

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this link: <a href="http://www.screencast.com/t/Q62bBpWHRaq" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/Q62bBpWHRaq&amp;source=gmail&amp;ust=1472091338782000&amp;usg=AFQjCNHNs2pB-fgJB3yUwMgXZFoZrmW2lQ">http://www.screencast.com/t/Q62bBpWHRaq</a> 9:09 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/125/original/CPG%20FRONT%20COVER.png?1472005019" class="editor-image img-responsive" data-smartkarma-image-id="12125"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY slide from 96.50 met 94.40 which was a level just above 94.10 support, revised our support level and dollar bounce call. 95.30 immediate resistance is the level to challenge with a bigger barrier back at 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.00 (would induce a weaker USD). Macro support…

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this link: http://www.screencast.com/t/Q62bBpWHRaq 9:09 min.FX webcast DXY slide from 96.50 met 94.40 which was a level just above 94.10 support, revised our support level and dollar bounce call. 95.30 immediate resistance is the level to challenge with a bigger barrier back at 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.00 (would induce a weaker USD). Macro support…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

<ul><li>President Jokowi unveiled the 2017 Budget which for the first time proposes a decrease in expenditure from the previous year.</li><li>The Budget however is realistic, with conservative assumptions and forecasts finally acknowledging the fact that previous budgets have often overstated planned expenditure and tax revenue targets.</li><li>A key risk is the President's social initiative; funds poured towards social programs could cause a fiscal blowout. Also, with the Tax Amnesty Scheme unlikely to deliver expected gains, the fiscal deficit could widen beyond the forecasted 2.41% of GDP in 2017.</li><li>Achieving 2017 Budget targets will hinge largely on governance.</li></ul>

President Jokowi unveiled the 2017 Budget which for the first time proposes a decrease in expenditure from the previous year.The Budget however is realistic, with conservative assumptions and forecasts finally acknowledging the fact that previous budgets have often overstated planned expenditure and tax revenue targets.A key risk is the President's social initiative; funds poured towards social programs could cause a fiscal blowout. Also, with the Tax Amnesty Scheme unlikely to deliver expected gains, the fiscal deficit could widen beyond the forecasted 2.41% of GDP in 2017.Achieving 2017 Budget targets will hinge largely on governance.

Indonesia: Despite Budget Cuts, Economic Prospects Up

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:<ol><li class="p1">The recent impact the Brexit has had on the global economy,</li><li class="p1">Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSI</li><li class="p1">Highlight which markets and sectors globally can be expected to outperform through year end. </li></ol>

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:The recent impact the Brexit has had on the global economy,Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSIHighlight which markets and sectors globally can be expected to outperform through year end. 

Why the Consensus Is Wrong on The UK - Strategy Through Year End

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: <a href="http://www.screencast.com/t/mdn546JX" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/mdn546JX&amp;source=gmail&amp;ust=1471215924139000&amp;usg=AFQjCNGSANYz4Evr_EpTf9P4rqByO_bZtA">http://www.screencast.com/t/mdn546JX</a> 9:58 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/678/original/CPG%20FRONT%20COVER.png?1471130905" class="editor-image img-responsive" data-smartkarma-image-id="11678"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min.FX webcast DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

Indonesia

iShares MSCI Indonesia ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the performance of the MSCI Indonesia Investable Market Index.

iShares MSCI Indonesia ETF (EIDO US)

Dollar Bounce Targets

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this...

Thomas Schroeder

Indonesia: Despite Budget Cuts, Economic Prospects Up

President Jokowi unveiled the 2017 Budget which for the first time proposes a decrease in expenditure from the previous year. The Budget however...

Manu Bhaskaran

Why the Consensus Is Wrong on The UK - Strategy Through Year End

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on: The recent impact the Brexit has had on the global...

David Riedel

FX Position Trades

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min. DXY backing off...

Thomas Schroeder

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of...

Rajan Govil