South Korea – Semiconductors: What is the Trade?

For those who been away from markets, twitter, noise… you know that every week you have one headline about slowdown, China slowdown, exports collapsing. Nothing really new here but Semiconductors and the way the sector was leading the market until a month ago...

China, China, China…

I would like to look at the impacts of the tariffs war on the Chinese Yuan, $USDCNY = onshore market $USDCNH = offshore market Let’s start with the background: More seriously, this is the timeline for the U.S. – China Trade War:...

The Low Volume Factor

The recent stock rally from the the 26th of December 2018 lows to the 1rst of May 2018 was (again) characterized by low volume. On one hand, some will argue that it is risky to go against a dull market, that you should not fight the trend. On the other hand, some will...
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