Top themes and trades for 2017
类型:投资策略 机构:高盛高华证券有限责任公司 研究员:高盛高华证券研究所 日期:2016-11-23
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Long an equally-weighted basket of BRL, RUB, INR, ZAR versus short an equally-weighted basket of KRW andSGD, with an entry level of 100, total return target of 114 and stops at 93. The expected return, includingapproximately 7% carry (on an annual basis) and 7% price return, is around 14%.
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