Global macro theme: the Gillard Government’s Asia Century whitepaper and the Reserve Bank/People’s Bank of China currency swap.
Monitor IShares MSCI New Zealand Investable Market Index Fund (NYSEARCA:ENZL) on New Zealand’s macroeconomic outlook.
Monitor Global X Social Media Index ETF (NYSEArca:SOCL) on possible Facebook IPO.
Monitor GM Holden on Greens MP Adam Bandt’s plans for an Australian electric car and Australian Government industry support.
Short TYO:6758 (Sony) on leadership transition and operations problems (recalculate intrinsic value).