India to Launch Digital Rupee by 2023
The Reserve Bank of India (RBI), India’s central bank, is set to launch its own blockchain-based currency, the digital rupee, by 2023
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Drivers Behind the Turnaround of Asian Currencies
The turnaround of Asian currencies is likely to continue with growth resurfacing in the region ex-China and interest rate differential with the...
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Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – January 2022
I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 21 of the 31 trades recommended...
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Is the Risk Premium High Enough in the Russian Ruble?
Despite the recent underperformance of the Russian ruble, the currency is not particularly cheap. Given the asymmetric risk-reward profile, I would...
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South African Rand – Watch for Headwinds in 2022
In 2022, I expect the South African rand to underperform on the back of a weak economic outlook, low carry relative to its volatility, and the...
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