KS

Kamal Sharma 5.0 6 ideas

Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
USD SHORT $69.50 Apr 17
By sector
currency
4 ideas
ETF
2 ideas
Top tickers (by frequency)
USD 1 ideas
MXN 1 ideas
SGD 1 ideas
FXF 1 ideas
FXS 1 ideas
Favor non-dollar currencies for reserve diversification.
He observes that central banks are diversifying reserves away from the dollar into a broader basket of other currencies, including Scandinavian currencies, liquid Asian currencies (Singapore, Korea), and liquid Latin American currencies (Brazil, Mexico), rather than a straight shift to the euro or yuan.
SGD FXS FXF BRL MXN HIGH Bloomberg Markets Apr 17, 12:01
Bearish on the US dollar medium-term.
He is bearish on the US dollar over the medium term due to structural drivers like falling custodial holdings at the New York Fed and a gradual edging away from dollar reserve holdings in IMF data, indicating a broader portfolio diversification by central banks into other currencies.
USD HIGH Bloomberg Markets Apr 17, 12:01
Kamal Sharma | 6 trade ideas tracked | USD, MXN, SGD, FXF, FXS | YouTube | Buzzberg