TS Lombard Independent独立

Long Taiwan, short Consumer & India

Aug 18, 20267 pages页

From the report报告摘录US Consumer Strategy: Short US Consumer Discretionary (RSPD) vs long global Cyclical (MXI/IXN/IXG/IXC/EXI) amid weaker consumer spending fundamentals.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

LONG TAIWAN, SHORT CONSUMER & INDIA Daniel Von Ahlen / Robert Taylor

• We are selling the rally in US consumer stocks amid weaker spending and lacklustre fundamentals → Short equal weight US Consumer Discretionary vs long global Cyclicals (short RSPD, long MXI, IXN, IXG, IXC, EXI)

• We also like long Taiwan (EWT) vs India (EPI) on resurgent chip-price momentum and the cocktail of growth risks currently afflicting the Indian economy More downside for US retail sales?

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