India Bank Plunge Pivot and Nifty Macro Trend Inflections
Indian banks display a clear bearish relative and absolute cycle lead to the Nifty which has satisfied our macro wave 5 cycle projection at...
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Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
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Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
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India and Australia to Join the Bear Campaign
It is becoming more difficult to find markets to short in Asia when core Asia is moving into oversold tactical levels. We have been short HK, H...
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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...
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