Special Nautilus Report on China, February 12, 2019
Factor Members
I think there is a long-term play on Chinese equities. Our friends as Nautilus Capital gave me the green light to share the attached special report with you.
I am particularly interested in the long side of the SGX FTSE China A50 futures contract, but at this point I have not established a position. I have bought a small position of FXI, the China Index Fund for my retirement accounts (but NOT for my trading account).
I follow a number of research services, including Nautilus. I have absolutely no hesitation to trade in the opposite direction of any of the services I follow. Yet, I may increase my sizing on trades depending upon the opinions and rationale of services I follow.
plb
Nautilus_China.pdf
