引用:
原帖由 hardcat 於 2008-1-23 19:45 發表
I myself would long Yen, short Pound...
I believe there are still lots of mileage to come from YEN... and maybe to a lesser extent CHF
Carry trade would probably continue to unwind, especially if ...
recent global finacial disturbance has result in large scale carry trade unwinding, investors also keep in buying Yen perceiving that it would go up.
this has cause Yen to stand in an extremely high position which is not match with its basic fundamental factors
sooner or later the market would correct this inclination and Yen would likely fall back to its reasonable rate, say around 110 US (now 106.5, time you said short Yen 105.8)