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EFTA Document EFTA01449350
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Case Filesd-10-EFTA01449350Dept. of JusticeEFTA Document EFTA01449350
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Case File
sd-10-EFTA01449350Dept. of JusticeEFTA Document EFTA01449350
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16 May 2013 FX Blueprint Dashing Buck Theme In: Japanese Takeaway We expect sensitivity to the JPY and offshore portfolio allocation preferences will continue to drive Asian FX. We are long USD/KRVV, USD/SGD & MYR/JPY. Asian FX returns this year have largely been driven by varying sensitivities to the JPY. Correlations to the JPY (first chart) differentiate the relative laggards - that compete for exports and portfolio flows with Japan - from the relative leaders - that are integrated
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Dept. of Justice
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sd-10-EFTA01449350
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