Fortuitously, I covered this short position while it was swooning. This puts me in a position to get back to where i like to be paired off in Asia, long Australia (EWA), short India (IFN).
Long commodities, short "growth" expectations.
*Full diclosure: I re-shorted IFN today.
KM
Long commodities, short "growth" expectations.
*Full diclosure: I re-shorted IFN today.
KM