Shorting the nikkei since May has been a solid trade. Despite the abenomics money deluge floodgates, I expect Nikkei to tank below 10000 level. One overcrowded bull trade it became as everyone rushed in...
Another bear candidate is BSE - bombay. A sizable selloff is on the cards after the relief rally. The rupee will weaken further and still remains a shorting magnet.
Keeping an eye on silver. It's getting interesting volume-wise after testing sub $18. Long term trend shift shaping up for another bullish run! But give it sometime...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!