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Canopy Meta Data Analysis

Sentiment, Flows and Performance Analytics across all Asset Classes

  • Equities
  • Bonds
  • Others
  • Performance
  • Investors ‘chill’ and buy Private Equity as Netflix falls

    Investors ‘chill’ and buy Private Equity as Netflix falls

    buying also seen in defensive stocks and (gasp!) fixed income
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Apr 25
    Credit Suisse and Leo Wealth correctly call the ‘rally that nobody saw coming’

    Credit Suisse and Leo Wealth correctly call the ‘rally that nobody saw coming’

    Investors are buying into the equity rally while continuing to exit Fixed Income
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Apr 3
    Investors get whipsawed by the equity markets rollercoaster

    Investors get whipsawed by the equity markets rollercoaster

    and not surprisingly TIPS are suddenly popular as inflation rises
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Feb 13
    Evergrande likely a non-issue as investors started exiting in February

    Evergrande likely a non-issue as investors started exiting in February

    Signs of positive activity in broader equity markets
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Sep 26, 2021
    Selling across the board as ‘Fall’ season hits the markets

    Selling across the board as ‘Fall’ season hits the markets

    No industry sector saw net buying (all were sold)
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Sep 19, 2021
    Interest rate ‘Netflix drama’ continues. Signs of recovery in HKD equities

    Interest rate ‘Netflix drama’ continues. Signs of recovery in HKD equities

    Communication Stocks popular again in HKD
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Sep 12, 2021
    Interest Rate traders finally agree with Bond traders and everyone sells

    Interest Rate traders finally agree with Bond traders and everyone sells

    Carnage in the bond market continues
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Aug 22, 2021
    Tech takes a backseat, China panic subsides as the summer break continues

    Tech takes a backseat, China panic subsides as the summer break continues

    Communications stocks are popular across the board
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Aug 15, 2021
    Investors make a U turn

    Investors make a U turn

    Chinese Equities and Funds were sold in significant quantities last week
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Jul 31, 2021
    Investors buy equities and sell bonds as interest rates fall

    Investors buy equities and sell bonds as interest rates fall

    Even thought textbooks say the opposite should happen!!
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Jul 25, 2021
    Investors ‘wait and watch’ as Fed signals earlier rate hike

    Investors ‘wait and watch’ as Fed signals earlier rate hike

    No panic yet, but a significant slowdown in activity
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Jun 20, 2021
    Investors show signs of activity and a preference for Asian assets as USD loses value

    Investors show signs of activity and a preference for Asian assets as USD loses value

    China is ‘in’
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    May 29, 2021
    Investors relax as Bitcoin blows up

    Investors relax as Bitcoin blows up

    No signs of panic, some small buying in tech stocks
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    May 23, 2021
    Investor activity dies out as stocks retrace again

    Investor activity dies out as stocks retrace again

    2021’s retracement #4 was the last straw?
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    May 16, 2021
    Increased Investor uncertainty leads to trimmed Equity exposures

    Increased Investor uncertainty leads to trimmed Equity exposures

    Is the Equity rally over?
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    May 8, 2021
    Investors not rebalancing as Equities rally and Bonds mature

    Investors not rebalancing as Equities rally and Bonds mature

    Equities being actively bought even as allocations are at all time highs
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Apr 18, 2021
    Investors once more directly buy US Equities instead of Funds

    Investors once more directly buy US Equities instead of Funds

    Computers and Semi-conductors are most popular sectors
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Apr 11, 2021
    Investors buy Auto and sell Insurance as European Equities outperform rest of the world

    Investors buy Auto and sell Insurance as European Equities outperform rest of the world

    Electric Vehicles are on a roll
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Apr 4, 2021
    Massive block trades by MS/Goldman is NOT the story of the week

    Massive block trades by MS/Goldman is NOT the story of the week

    But that Investors nicely avoided any fallout
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Mar 29, 2021
    Bank, Airlines bought and REITS sold as STI is the best performing index

    Bank, Airlines bought and REITS sold as STI is the best performing index

    But this is not a ‘rotation’
    Go to the profile of Tanmai Sharma
    Tanmai Sharma
    Mar 21, 2021
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