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...
510 Views
Khazanah Divestment of Controlling Stake in IHH Is the Start of a Fiscal Game-Change
The announcement (November 29th) that Khazanah was selling a 16% stake in one of its crown jewels, IHH Healthcare (IHH MK) for US$2.01 billion to...
761 Views
Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
271 Views
Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
358 Views
Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
356 Views