The latest Hedge Fund Watch from SocGen analysts Alan Bokobza, Roland Kaloyan, Arthur van Slooten, Praveen Singh, Gaelle Blanchard and Ahmed Behdenna looks at hedge fund positions across different asset classes to “obtain valuable insights on financial market trends.”
The old chestnut, long Nikkei-short yen, is back in play
Hedge funds remain heavily short on the Yen, sensing that the currency could devalue further given the current monetary taper in the US and the unrelenting QE in Japan. On the other hand, a recent spike in net long positions in the Nikkei shows that hedge funds expect Japanese equities to appreciate further.
Hedge funds are lukewarm on equities
According to...
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