- We, here at Archbridge Capital are trying to inform our readers about some of the trades that we take ourselves and to demonstrate our views about the markets. In short we put our money where our mouth is and are quiet otherwise. Obviously, we do not publish all our trades and also do not publish our ideas before we have put on the trades ourselves, as we do need to leave some advantage to our investors and ourselves.
- We believe that in that spirit we should also update you every once in a while, when we are in the press giving interviews on CNBC, the BBC or Bloomberg. Although we are a Swiss based company, recent interviews have been conducted by our CIO who speaks Turkish amongst other languages.
- The below Bloomberg TV interview published a few days ago highlights our views on: FX trades, Turkish Current Account Deficit, US$ targets, the Euro and some ideas for portfolio allocations in 2014.
- Please note that all below interviews are in Turkish.
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The below clip of the Bloomberg Interview dated 14th of February 2014 discusses conditions and likelihood under which the Turkish Lira would be able to avoid further depreciation.
This clip of the Bloomberg Interview dated 14th of February 2014 discusses the path of the Fed funds rate rises and the future of Euro-US$. Overall an expectation that the US$ will strengthen in the second half of 2014.
This clip of the Bloomberg Interview dated 14th of February 2014 discusses the Turkish Lira FX rate and that we see further depreciation versus the US$ though the pace of depreciation is expected to slow as long as the Turkish Central Bank continues raising rates by a few percentage points.
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