Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
388 Views
Raising Short Bets Ahead of Summer Rout
This is an action point update we issued to this morning to core clients but felt the inflection we are facing is so compelling that we would...
247 Views
The Market Sentimentalist - Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
308 Views
10% 1H 2017 Portfolio Gain
We run through our biggest gainers and losers in the first half of 2017 month by month for closed positions and where we stand with our current...
201 Views
China Upgrade
Chartonics Asia Friday 12 May 2017China upgradeAsia webcast – To view click on this link: https://www.screencast.com/t/VOUVGkK6lF 12:23 min.Korea...
437 Views