Sunset Strip (Afternoon Report) - Aussie market maintain another day of recovery similar to US overnight with intraday China data mainly inline
Sunset Strip (Afternoon Report) - Aussie market maintain another day of recovery similar to US overnight with intraday China data mainly inline. Given the low conviction and low turnover despite positive US corporate and flat China update, we maintain a negative view in the short term with Ukraine as x-factor in global macro. We maintain our positive view on Online stocks REA, SEK, CRZ, IPP and JIN to outperform the market with improving US tech sentiment after Yahoo, Intel and Alibaba updates after market. No Sunset Strip tomorrow!!! (VIEW LINK)
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Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and CEO at Deep Data Analytics (www.deepdataanalytics.com.au) which is an integrated data analytics driven investment strategy service provider.
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