Earnings are coming out and guess what? Generally everything is great QoQ! (though ex rubber players, absolutely rubbish YoY).

This week we have:

1) The US elections…this will be amusing, I have bets on Trump.

2) Thailand’s anti-monopoly org will have a decision re CP’s Tesco acquisition…I have bets they’ll use their archaic system and say that CP Group isn’t a monopoly and the acquisition gets approval…

3) Earnings are still coming, and I’m ready to jump on positive surprises…

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