Forum

Posts by "partisan"

43 Posts by member
partisan
(London, United Kingdom)
partisan
London, UK
Posts: 43
15 years ago
Jun 13, 2009 10:16
Ashraf,

Many thanks. The one major currency I still have a question for you is the Euro. How do you think it would fare as a refuge currency in another deleveraging/markets crisis ? And how do you see its prospects as a recovery currency?

I ask partly as the Merk Hard Currency Fund has the major portion of its portfolio in the Euro - it sees the Eurozone as being less inflation-prone because of their more conservative approach to stimulus.

With very many thanks again,

John

partisan
London, UK
Posts: 43
15 years ago
Jun 12, 2009 19:45
Ashraf -

Thanks so much for your prompt response re Yen as refuge currency in event of another deleveraging/markets crisis.

I'm operating a portfolio of Norwegian Krone. Hence my queries about its continuing viability, and how it might fare in such a crisis.

If you have the time your views would be hugely appreciated.

John
partisan
London, UK
Posts: 43
15 years ago
Jun 12, 2009 9:12
Ashraf - following your incisive BNN interview yesterday what currencies, apart from the USD, would you favour in the event of another deleveraging/markets crisis? Would a commodity-based currency like the NOK suffer in such an event?

Many thanks,

John