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  • Taking profit in the Real Money Portfolio - Updated Fri November 2, 2012

    We are taking profit in the Standard Chartered FX Real Money Portfolio • Short positions in the JPY and the INR, alongside longs in the KRW and the CNY, have worked well • The US election brings near-term event risk ahead of likely protracted n...

  • Re-entering the Real Money Portfolio - Updated Fri October 5, 2012

    • We are re-entering the Standard Chartered FX Real Money Portfolio • The portfolio uses EUR and JPY as funding for longs in EM currencies (except INR) • Flush liquidity conditions drive a re-leveraging dynamic; we pre-position for better econom...

  • Re-entering the Real Money Portfolio - Updated Thu July 12, 2012

    • We are re-entering the Standard Chartered FX Real Money Portfolio • The portfolio uses EUR as funding currency for longs in EM currencies (except CNY) • Re-entering the portfolio pre-positions for improved cyclical news later in the year ...



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Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.