May 25, 2009

CHINA’S GROWTH IS SLOWING

Recent US market rally, in part, is based on growth projections from China’s stimulus. Our analysis of the data from China indicates that stimulus induced Chinese growth may be faltering. If our analysis is correct, US market may also falter. If US market starts faltering, consider short selling Chinese market.

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OPPORTUNITY FROM KOREA NUCLEAR TEST

When the markets open in US tomorrow, there may be opportunities arising out of North Korea’s nuclear test. There will be directional opportunities as well as arbitrage opportunities. If there is over reaction on the downside,this will be an opportunity to buy. If there is very little reaction, there will

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