Leroy Groffier
@LeroyGroffier
the action is the juice
Joined March 2017
790 Following 1.8K Followers
ASIAN BANK MELTDOWN: JPM noted Sing banks' bond sensitivity 2 days ago, they cracked finally, now a massive delayed reaction regionally (KR, HK, SG, even Japan weaker). Banks = large cap outperformers, high divs, retail favs, low vol. Unwind underway, doesn't seem to be attributable to shorting. DBS.SP, 055550.KS, for example
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