We have been short banks.UK government is investing $10B in RBS and $3B in BCS. We do not know how the stock prices will react. Should the prices begin to rally, we recommend covering in ...
BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT
Using our methodology, all of our short positions with the exception of VMW, AMLN and RHBBY should have been covered by now. If not fully scaled out yet, we suggest aggressively covering AFFX, WFR, KEY, ...
SHORT IBN ( ICICI BANK )
Recent trip to India confirms that high inflation expectations are taking hold in the psyche of all important Indian middle class. Higher interest rates and increasing defaults on bank loans are inevitable. Indian stock market ...
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