Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
应用介绍
The current investment mood favours a shift back to RV and carry.
low carry makes it a good funder. The IDR meanwhile should see support
from BI and still-attractive carry metrics.
We recommend being short CNH-IDR 12M outright at 2,305, targeting a
total return of 6%. We set a stop-loss of -3%.
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