How to design Valuation and Growth strategy in FX?

https://www.credit-suisse.com/news/...se.jsp?ns=41154

Carry, Momentum, Valuation, Growth, Terms of Trade and Emerging Markets.

 

Howard Simons has good articles on the carry trade, but you won't get strategies from them....

I wouldn't trust anything I read from a bank. They'll spend their time telling you how to augment and hide your business profits by hiding your financial transactions inside big FX swaps....

 

Thank you! But I don't need the carry trade. that's too simple... thank you!

 

Ok, I'll let you do the heavy lifting!