The single most overbought index globally (which is also losing momentum) is the SENSEX. The ECB rate cut is electric for leveraged assets. RISK ON! Deutsche Bank is THE most oversold bank globally. There is a very good chance of a melt-up in leveraged assets.
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more