Unhedged U.S. equities Loading... : Investor Sentiment and Bull/Bear Views

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13:00
Feb 07
Kim Kyung-rok Advisor, Optus Asset Management 815 Money Talk (815머니톡)
Stay unhedged when buying US stocks.
When investing in US stocks, investors should not hedge or overthink the exchange rate because FX forecasts are unreliable and the high USD/KRW level is not confirmed as a new normal. Korea's current-account surplus and net external assets mean the weak won is not an IMF-style crisis, so US equity exposure can remain unhedged.
HIGH

About Unhedged U.S. equities Investor Commentary

Across the available history and selected sources, Buzzberg tracks Unhedged U.S. equities across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Kim Kyung-rok.