Here are some market updates and trading opportunities:
China – Electrical Equipment (Jan 7, 2021)
Year-end thoughts and positioning for 2021 (Dec 19, 2020)
US ideas – low volatility names (Nov 29, 2020)
HK – sector rotation (Nov 12, 2020)
China – Beverages (Nov 6, 2020)
Japan – state of the market (Oct 18, 2020) – Part 2
Japan – state of the market (Oct 14, 2020) – Part 1
India weekly update (Oct 2, 2020)
India daily update (Sep 29, 2020)
China – stock ideas (Sep 29, 2020)
Short $XOP – Oil & Gas ETF (Sep 28, 2020)
India daily update (Sep 28, 2020)
Japan – opportunities in Cloud/SaaS companies (Sep 28, 2020)
US – Opportunities For The Coming Week (Sep 28, 2020)
Australia – Weekly Sector Review & Opportunities For The Coming Week (Sep 28, 2020)
India – Weekly update (Sep 26, 2020)
Here we share some of our ideas based on our study of company fundamentals.
Electrosteel Steels: An observation on the disparity in company’s actual value and market price
Greenblatt applied to India listed stocks (July 2018)