 |
| Taisuke Tanaka. |
| 德意志证券 |
| 一场出场：2 总出现：2 分析师首次亮相：2013年 |
这是Deutsche Securities的顶部两年的时间Taisuke Tanaka.根据一个倡导者，谁“在他对日元的覆盖范围内非常宝贵”。日本的货币在3月中旬交易于102.45美元，塔卡达建议，只要美国继续生产坚实的循环反弹，它将上升。The 53-year-old strategist forecasts that U.S. real gross domestic product growth will accelerate to 3.3 percent this year, up from a year-over year gain of 1.9 percent in 2013, driving the yen down to a range of 110 to 115. This trend should hold for several years, he believes. "As the steadier U.S. economy helps the world economy to recover, many emerging-markets currencies can gradually become stable," Tanaka notes. In this more risk-familiar market, moreover, a so-called safe currency such as the yen – which tends to strengthen when the global economic situation worsens and weaken when it improves — can be expected to depreciate further, he explains. Against this backdrop, the researcher recommends pairing yen shorts with long positions on select emerging-markets currencies that "can produce more stably favorable returns," he says, or with dollar longs. Investors appreciate Tanaka's broad understanding. "I enjoy his thematic insights," declares a second supporter.