bearish
Alpha Bites: Take Profits on Recommendation as Rates Move in Opposite Directions in India and Mexico
197 Views04 Feb 2022 02:06
Idiosyncratic developments accelerated the divergence in rates between Mexico and India, allowing me to suggest taking profits on Receive Mexico 5y vs Pay Indian 5y trade recommendation.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Gautam Jain, PhD, CFA
Fixed Income and Currency Strategist
Price Chart(Sign Up to Access)
- Early Signs of a Geopolitical Risk Premium in China’s Bonds?18 Mar 2022
- Alpha Bites: Performance Summary of Trade Recommendations in FX and Rates – March 202204 Mar 2022
- Alpha Bites: Receive Mexico 5y Vs Pay South Africa 5y Local Rate14 Feb 2022
- What to Expect of EM Rates When Expecting US Rates to Stay Volatile?21 Jan 2022
- Alpha Bites: Pay India 5y Vs Receive Mexico 5y Local Rate10 Jan 2022
- Rates 10y Dashboard: Mexico’s Curve Flattens Following the Rate Hike Surprise30 Jun 2021
x