CONSIDER ADDING TO INDIAN ETFS

Under: EPI, ICICI BANK, IFN, IIF, INDIA, INDIAN, INP No Comment
Satyam scandal has caused a large drop in Indian markets. This effect is going to be short lived. Consider adding to Indian ETF positions. Our favorite is EPI right here at $10. Add more on ...
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CLOSELY WATCH TO BUY TO COVER RBS, BCS, IBN, UBS

Under: ALLIANZ, AXA, AZ, BARCLAYS, BCS, IBN, ICICI BANK, INSURANCE, RBS, ROYAL BANK OF SCOTLAND, UBS, XL No Comment
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 ...
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BUY TO COVER AFFX,WFR,KEY,ANAD,GE,SNDK,IBN,MOT

Under: AMLN, AMYLN, ANAD, ANADIGICS, AVID, GE, IBN, ICICI BANK, MMEC ELECTRONICS, MOT, MOTOROLA, RHBBY, ROCHE, SANDISK, SNDK, VMW, VMWARE, WFR No Comment
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, ...
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SHORT IBN ( ICICI BANK )

Under: IBN, ICICI BANK, INDIA No Comment
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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