MACRO coronavirus
January 28, 2020 · 2 Mins Read
The Speaker is short the Thai baht against the South Korean won. The cross-rate is at multi-year highs which presents an attractive opportunity, especially after the breakout of the coronavirus.
The Thai baht was Asia’s top performing currency in 2019, up 9 percen
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Access unique insights, attend exclusive events, expand your network, and invest wisely.
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SALON SERIES
While China weathered the Covid crisis better than anyone, the new year presents its own challenges. The way ahead will be more difficult, less predictable, and highly contingent on complex policy choices.
MACRO
The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.
