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Best way to play China’s trade strength
Trade balance $33.6Bn (vs $21.2 expected and $31.1 prior) Exports 12.7% YoY (vs 7% expected; 5.6% prior) Imports 5.3% YoY (vs 7% expected; 7.6% prior) Trade breakdown – Two way trade partners; 14% YoY...
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CAP Gemini, take profits (cont)
As discussed, we still like the longer-term story but can’t ignore the short-term head-winds, not least those from India where CAP’s major competitors are being handed a competitive edge with a weak...
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India – Catching a falling Talwar
Expectations of a reversal in recent INR trends lead a volatile session in the Indian market yesterday with initial rotation back into the Banking sector sharply reversing over the day. Ranbaxy (-15%)...
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Currency risk is key – Reduce SE Asia, Buy Korea and China
Currencies spiking and again becoming the main battleground for global risk premiums following a couple of weeks of relative respite (except in the INR). Allocation therefore becomes a key determinate...
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