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- Apr 10, 2013
- 4 min
Global Markets Thoughts - GMT
Omigosh - I just read my last 2 blog posts (end-Dec & end-Jan), and two things struck me ... How lazy I've been with my updates, and How...
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- Jan 30, 2013
- 6 min
Global Market Thoughts (GMT)
The last post was a while ago, and the hols were fun, and likewise the golf; but it’s been 2 weeks back from hols, and been trading &...
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- Dec 18, 2012
- 2 min
Global Market Thoughts (GMT)
And so the Equity Markets continue their nice run (drivenmainly by US), as it looks like the cliff-hanger will not be that scary ! Obama&...
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- Dec 13, 2012
- 3 min
Global Market Thoughts (GMT)
Post NFP & last night FOMC linked T-note sell-off seemsset to continue some more – so hold shorts instituted at 133-27+ … There isfairly...
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- Dec 7, 2012
- 1 min
Global Market Thoughts
Third Test ... Interesting Action in China Stocks today - looks like focus coming back to Infra plays on the back of expectations around...
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- Dec 5, 2012
- 1 min
Global Market Thoughts (GMT)
Still Testing - Second Post 1. Sell Levels on UST 10yr ... 1.55% to 1.60% Target is 2% in Q1-13, post the US Cliffhanger 2. Traditional...
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- Dec 5, 2012
- 1 min
Global Market Thoughts (GMT)
This is a Test - First EVER Blog : 6/Dec/2012 Short Term plays (upto Q1-13) 1. Bullish China Stocks - esp Infrastructure plays - like...
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