The clear opportunity in FX in our view, remains in Asia where Asian currencies are cheap, the economies are doing well with huge positive current account balances and FX reserve accumulations.

• 在我们看来，外汇市场最为明显的投资机会在亚洲，亚洲货币仍显得便宜。这些国家经济表现良好，经常项目余额和外汇储备都有巨额的积累。