View: Long USD - Short CNY

Thursday, 10 March 2011

Long USD - Short CNY

If I am right about the strong USD trade for the next couple of months, then USD should also strengthen Vs the CNY.

I wonder in the next 12-18 months if the CNY is weak Vs the USD, what happens to Chinese Stock Index and also Global Growth.

I am inclined to think that we are about to see the start of the next leg of the bear market starting this year.

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About Me

My name is Sameer Saifan and I am based in London, UK. After completing BEngg [Mechanical] from India I came to the UK to do a MSc Operations Research from the London School of Economics.

I have spent the last decade working for multi-billion dollar Fund of Hedge Funds based in London. My last role was Head of Risk Management and Quantitative Research at a $10 billion Wealth Management firm based in London.

My skills sets include an understanding of Statistics, Behavioral Finance, Technical Analysis, Global Financial Markets, Hedge Funds and Wave Theory. My work is related towards Risk Management and Global Tactical Asset Allocation.

The aim of this blog is to help people understand my view of Global Financial Markets. I aim to combine behavioral aspects of human nature , sentiment measures that reflect the herd-like behavior of the crowd and its impact on Global Financial Markets across all asset classes.

My next assignment takes me to the Middle East where I will be involved in [Multi Asset Class] Risk Management for a multi billion dollar SWF.

My contact email address is sameersaifan@gmail.com.

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