As we head into 2020, we start from scratch with our Q4 playbook and outline our thoughts on every asset class and our plan to profit in the quarter (and year) ahead.
Part 1 of this playbook will cover our macro view, touching on Equities, Commodities, Currencies, and Rates.
Part 2 of this playbook will delve deeper into Indian Equities, going sector by sector to identify the trends that matter.
Part 3 of this playbook will outline the individual stocks we want to be buying and selling within the context of today’s environment.