Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Asia biased macro & technical analysis

Cross Asset Strategy

<ul><li>The YoY growth in China Retail sales was 10.60%, TSF lending grew at 15.70%, and New Loans to Households increased by 65.10%.</li><li>Deposit growth was 12.68%. You look at the headline figures Individually; there is something for all versions of Bullish Reopening Narratives from the recent data.</li><li>The onshore investor has participated in the reopening theme and unwinding, but the Foreign Investor seems to believe more than the locals and continues to get more invested.</li></ul>

The YoY growth in China Retail sales was 10.60%, TSF lending grew at 15.70%, and New Loans to Households increased by 65.10%.Deposit growth was 12.68%. You look at the headline figures Individually; there is something for all versions of Bullish Reopening Narratives from the recent data.The onshore investor has participated in the reopening theme and unwinding, but the Foreign Investor seems to believe more than the locals and continues to get more invested.

China Household