Yet another opportunity to leverage the Coronavirus theme out of China. We anticipate flow on effects of lacklustre industrial demand for the precious metal through to Silver importation through EM Asia/China resulting in a sell off. Technicals are lining up for favourable entries across the board.
We have added sellside exposure across both our macro and directional portfolios
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We look forward to continuing to provide market leading analysis to traders & investors alike across the TradingView platform.
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Until next time,
Portier Capital Macro Strategy & Portfolio Management
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