(SubstantiveResearch.com)- The global macro trade idea of the week with eye on China. With all of the debate around the Fed’s signalling for rate hikes this summer, the question of how to hedge, or for that matter, to bet on China is prominent in the mind of investors. Neil Azous of Rareview Macro has some good ideas on how to effectively hedge for the potential/probable devaluation of the RMB, and its wider impact on Asia, whilst also benefiting from some significant positive carry in long China equities. So rather than roll out the same ”will they-won’t they” or ”What today’s fix and what does it mean” there’s some good practical value-add here. Non-subscribers won’t be able to access the full piece, but click below to access Rareview’s archive or book a time to discuss the Rareview product with Azous.
