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Also not awfully positive.
(Though THE BEST quant analyst in Asia, in our view, Sophie Biro from CS, is calling for a technical rebound in July... and she's really pretty good.)
Market ideas and general musing from "HedgeFundSpace." Sitting and investing in Asia, looking and commenting on markets and the world with some insight, some cynicism and, I hope, a bit of humour. No live portfolio positions will be discussed. (Please see Disclaimer at end.)
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