Strategy Report

Central European Strategy: Two Currency Trades

28 Sep 2016

by Arthur Budaghyan, Chief EM/China Strategist

Investors stand to benefit from Czech koruna revaluation versus the euro and also from positive carry, while waiting for the central bank to remove the exchange rate floor. Go long CZK / short euro. Economic fundamentals and policy divergence between Poland and Hungary point to a stronger zloty versus the forint. Go long PLN / short HUF.

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