#MBI
News EM Pump
EM went up on June 15 due to war news
Now it would be interesting to see if we sustain above it or not.
Currently, around 50% invested, with 1% PF Risk.
Here are the positions
#PARAS RF
#ASTRAMICRO RF
#AEROFLEX RF
#RUBICON N
#UNIVCABLES N
#EXICOM B
I generally almost always deploy something when EM goes up, so I did the same yesterday, even though there were no 5 Star Setups. If EM continues to sustain, then I will add more positions from my setup list.
Yesterday's bounce was mainly supported by Low RS Names instead of High RS names, which I generally trade. It is another thing I am looking at, whether High RS names give follow-through or not.
Overall, we remain in the same choppy region we have been in for the last 2 years, nothing much has changed.