India

top of page

Commentary, SOTM Themes and Current Recommended Strategies

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part III-Buy Indian Equities

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part III-Buy Indian Equities

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part III-Buy Indian Equities

Click this link or the pdf below for the pdf

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part II-Why Now?

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part II-Why Now?

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part II-Why Now?

Click on this link or the image below to see the piece.

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part I

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part I

Macro Commentary: India-Bad is Good, Worse Is Even Better: Part I

Click this link or the image to get the pdf of the piece

Trade Updates And Recommended Portfolio

Trade Updates And Recommended Portfolio

Trade Updates And Recommended Portfolio

Macro Commentary: Trade Update

Macro Commentary: Trade Update

Macro Commentary: Trade Update

SOM: Best Long And Short Trades--2022 Q4 (Updated)

SOM: Best Long And Short Trades--2022 Q4 (Updated)

SOM: Best Long And Short Trades--2022 Q4 (Updated)

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Update On Recommended Trades

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

Weekly Commentary: Buy Curve Caps, Cheap Higher Rates Trade

2

SOM Macro Strategies

bottom of page