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  • Close short THB vs. 50/50 USD and EUR - Updated Wed April 9, 2014

    Broad USD weakness, technicals and positioning could support the THB further near-term • Real-money funds are underweight Thai local markets; as they cover their shorts, THB could rally further • Fundamentally, we like this trade and will look to...

  • Close long SGD vs. G3 - Updated Wed May 29, 2013

    • Near-term, the market will focus on the sharp rise in UST yields and the risk of the Fed tapering QE3 • The SGD NEER may trade into the weak half of policy band; SGD to underperform G3 • We stand aside for now on the SGD given market volatility...

  • Take profit on long THB vs. G3 - Updated Mon April 22, 2013

    Today, the BoT said that the THB has appreciated too much and too quickly • We believe that USD-THB may rebound near-term given this strong warning and positioning • Fundamentally, we like this trade and will look to re-enter it at better levels...

  • SC FIRST – Low-yielding EM bonds to outperform - Updated Tue March 19, 2013

    Our sensitivity indicator of yield vs. positioning is falling; EM/DM yield spreads to widen near-term • Within EM, low-yielding bonds to outperform high-yielding as the sensitivity of positioning to yields falls • Investors should keep exposure to...

  • Take profit on long PHP vs. USD and EUR - Updated Tue December 4, 2012

    The collapse in USD-PHP forward points raises the risks of an imminent short squeeze in USD-PHP • We believe it is prudent to take profit now on PHP exposure given negative carry, policy and technicals • Fundamentally, we are bullish on the PHP; ...

  • Add to long PHP; sell EUR-PHP - Updated Mon November 19, 2012

    We are bullish on the PHP on strong growth; expectations of investment upgrade driving capital inflows • The SCTF gives a bearish signal for USD-PHP while seasonal factors support the PHP in Q4 • This trade is adding to our short USD-PHP position;...

  • Add to long KRW vs. a basket of USD, EUR and JPY - Updated Wed October 24, 2012

    We are bullish on KRW on external balances, growth rebound and valuation • Korea’s high credit rating and liquid bond markets should support CB reserve diversification into KRW • We recommend adding to long KRW vs. USD/EUR/JPY given our bearish vi...

  • Take profit on long THB vs. USD and EUR - Updated Wed October 24, 2012

    Flows, declining risk appetite and technicals warn of near-term THB weakness • Slowing growth momentum may also make the Thai authorities less tolerant of THB appreciation • We expect our Standard Chartered THB NEER to consolidate following recen...

  • Buy KRW versus a basket of USD, EUR and JPY - Updated Fri October 5, 2012

    We are bullish on KRW on external balances, growth rebound and valuation • Korea’s high credit rating and liquid bond markets should support CB reserve diversification into KRW • We recommend buying KRW vs. USD/EUR/JPY given our bearish view on EU...

  • Buy THB versus 50/50 basket of USD and EUR - Updated Thu August 23, 2012

    Rebounding growth and C/A balance stabilization should support the THB in H2 • The Standard Chartered Transaction Flows report indicates that clients are substantially long USD-THB • We recommend buying THB vs. EUR/USD to boost the Sharpe ratio, r...



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