Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Thematic (Sector/Industry)

Argentina Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Iran led a direct attack on Israel, prompting fears of a wider war in the Middle East and jittering the global markets  </li>
<li>We think the futures market will start rough, but eventually chill towards the end of the day. Iran has stated its objectives are met and is not keen to continue </li>
<li>Western countries are taking the diplomatic route with Antony Blinken saying that the U.S. did “not seek escalation”. This is a positive sign  </li>
</ul>


Iran led a direct attack on Israel, prompting fears of a wider war in the Middle East and jittering the global markets  
We think the futures market will start rough, but eventually chill towards the end of the day. Iran has stated its objectives are met and is not keen to continue 
Western countries are taking the diplomatic route with Antony Blinken saying that the U.S. did “not seek escalation”. This is a positive sign  


Iran-Israel Conflict, Stay on the Sideline First and Wait for a BUYING Opportunity