What are trading opportunities on Brexit?
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All the momentum funds ( CTAs ) are positioned short the Pound against the dollar. All the risk parity funds are positioned towards mean-reversion, i.e. there will be volatility but it will come back.
The interesting fact is that in currency markets both are true!
Let’s look at the facts. The correlation of GBP/USD with Remain-Leave has been more than 90%
But that’s just traders so far. The trade ...
As per my details regarding impact on trade and economy in the article BREXIT: Quandary for Britain, Perplexity for Britons
After exiting EU, Britain will have to deal up with afresh trade negotiations with countries outside EU as well as with EU. The major blow would be seen on car industry and financial institutions.
Ofcourse along with the losses and slowdown there will be several sectors that...
In investing one is trying to buy assets with a high risk premium and sell those with a low risk premium. Risk premia are shaped by emotion, and there is an interplay between emotion and perception.
In a situation like this, peoples' perception is drawn to the salient event with an associated emotional intensity. They don't consider what the world will look like when it is past.
Capex and h...
(more)In a situation like this, peoples' perception is drawn to the salient event with an associated emotional intensity. They don't consider what the world will look like when it is past.
Capex and h...
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