Short Aussie Against Indian Rupee, Societe Generale Says

Short Aussie Against Indian Rupee, Societe Generale Says

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Interactive Video

Business

University

Hard

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The video discusses various currency strategies, focusing on the carry trade in Asia, particularly shorting the Australian dollar against the Indian rupee. It highlights the impact of China's deleveraging on the Australian dollar and the Reserve Bank of Australia's potential moves. The video also analyzes the USD versus the Singapore dollar, noting the need for policy easing. It emphasizes a medium-term strategy of buying dollars against emerging markets. The euro's performance is attributed to short positions and current account surpluses, with political risks from UK-EU trade talks also considered.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors contribute to the strength of the euro as mentioned in the text?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the potential risks for the euro related to trade talks with the UK?

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