Tag Archives: PIN

India is getting a major bounce, but can it continue?

posted on May 31, 2011 at 8:42 am by Tim Seymour

The Mumbai benchmarks have soared 3.7% in the last two days. The question is where we go from here.

Analysis India Market Updates Premium Tim Seymour

Indian stocks are at a key level right now

posted on May 25, 2011 at 8:54 am by Tim Seymour

The Mumbai market is now back where it was when it was testing its mid-March lows. Might this be the time to jump back into India?

India Market Updates Markets Premium Strategy Tim Seymour

Trading the Globe: Indian opportunities?

posted on May 3, 2011 at 12:18 pm by Tim Seymour

The Indian stock market has gone from last year’s record peaks to become the worst performer in the BRIC group. Is this a buying opportunity or a broken economy?

Audio and Video BRICs India Tim Seymour Trading the Globe Video

The week ahead with Tim Seymour: watch out for recent overweights

posted on April 29, 2011 at 4:12 pm by Tim Seymour

We have noted the fear of technical sell signals based on fund flows. These will likely continue as emerging markets flows start looking dangerously buoyant.

Asia Brazil BRICs China India Russia Strategy Tim Seymour

JP Morgan cuts Brazil and Russia to underweight

posted on April 21, 2011 at 9:53 am by Tim Seymour

Bold call here. The thesis is that things feel a lot like mid-2010 when both of these markets underperformed.

Brazil Premium Russia Tim Seymour

DXY in deathstar mode here

posted on April 14, 2011 at 8:32 am by Tim Seymour

Make no mistake: the dollar and the dollar index have been in technical “death cross” territory since September.

Currencies Dollar Premium Tim Seymour

Beware the losers in a $100 oil world

posted on March 1, 2011 at 10:40 am by Tim Seymour

It looks like oil prices have more or less stabilized here, which gives us some sense of what the “new normal” in the commodity space will look like.

Commodities Markets Oil Strategy Tim Seymour

The Week Ahead with Tim Seymour – Asia vulnerable as flows settle down

posted on February 25, 2011 at 4:12 pm by Tim Seymour

While the flows of capital out of emerging markets are calming down, Asian markets — Taiwan and Korea in particular — still look like the canaries in the coal mine here.

Analysis Emerging Markets Insight Strategy Tim Seymour

India back on the rise, but still offering value

posted on February 18, 2011 at 1:15 pm by Tim Seymour

Indian stocks have indeed rebounded back above the 18,000 line we predicted. But even here, there are chances to buy the dips.

BRICs ETFs India Markets Premium

Expect to see emerging outflows continue

posted on February 10, 2011 at 11:14 pm by Tim Seymour

We will probably see the new round of fund flows data — released to institutional investors tonight — indicate another substantial outflow of cash from emerging market ETFs and mutual funds over the last week.

ETFs Strategy