01-24-2016, 06:06 AM
We missed quite a few chances last week
1) IOC at $21:
We sort off thought oil would not go higher.. (charts self-update)
2) Less dramatic turn around, CTRP at $39
But in our view, a Chinese devaluation is a substantial risk in the markets, and unlike JKS (which we did buy), CTRP isn't helped by that.

