How to design Valuation and Growth strategy in FX?

[mizhael]

https://www.credit-suisse.com/news/...se.jsp?ns=41154

Carry, Momentum, Valuation, Growth, Terms of Trade and Emerging Markets.

 

[psytrade]

Howard Simons has good articles on the carry trade, but you won't get strategies from them....

I wouldn't trust anything I read from a bank. They'll spend their time telling you how to augment and hide your business profits by hiding your financial transactions inside big FX swaps....

 

[mizhael]

Quote from psytrade:

Howard Simons has good articles on the carry trade, but you won't get strategies from them....

I wouldn't trust anything I read from a bank. They'll spend their time telling you how to augment and hide your business profits by hiding your financial transactions inside big FX swaps....

Thank you! But I don't need the carry trade. that's too simple... thank you!

 

[psytrade]

Quote from mizhael:

Thank you! But I don't need the carry trade. that's too simple... thank you!

Ok, I'll let you do the heavy lifting!