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Posts by "rama"

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Rama
(New York, United States)
   
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Rama
New York, United States
Posts: 5
13 years ago
Aug 2, 2010 17:51
In Thread: Speculators' Futures FX Positions
If possible, it would be nice if you can also include: CHF Speculative Flows vs USD.
Rama
New York, United States
Posts: 5
14 years ago
Jun 4, 2009 15:41
In Thread: Speculators' Futures FX Positions
What's your view on Singapore Dollar (SGD) as "Asian Recovery Play"? I am just like your report - bullish on Chinese economy and its currency. However, CNY steady appreciation against the dollar over the past few years has almost stalled. If we assume that China is going to recover - we should expect a stronger trade volume. And if trade volume rises, we should see a recovery in Singapore's economy and this should have a supportive affect on the Singapore dollar. Plus, three months chart (since March) of long SGD & short USD looks very appealing - almost mouth watering. Please give some thoughts and let me know your view.

With Regards,

Rama
Rama
New York, United States
Posts: 5
14 years ago
May 29, 2009 15:36
In Thread: Speculators' Futures FX Positions
Thanks Ashraf for your insight in regard to long AUD/CHF. I agree with your assessment that for a long term investor AUD/USD is a better bet.

What's your view about long CAD/USD - energy play. Plus it seems CAD has a better account and fiscal balance than compared to USD? Or you think this has been played out. Is there any upside for a long term investor in this pair?
Rama
New York, United States
Posts: 5
14 years ago
May 29, 2009 11:59
In Thread: Speculators' Futures FX Positions
Thanks Ashraf for your view on the carry trades (Long AUD and NZD & Short USD or JPY). How about AUD/CHF and/or NZD/CHF? There is a speculation that SNB has intervened in the FX market to weaken the franc.
Rama
New York, United States
Posts: 5
14 years ago
May 28, 2009 16:17
In Thread: Speculators' Futures FX Positions
Any view on "Carry Trade is Coming Back" - especially NZD versus JPY. New Zealand just getting a rating asgency upgrade plus yen is getting weaker.
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