How to Position for Weaker Currency and Improved Investment Environment?

All eyes on CBE's next moves; Priority will be exchange rate followed by IMF assistance program Since all eyes are on the CBE and what the next move will be, we assume that the exchange rate flexibility and unlocking the IMF support facility will be the number one priority. What does this mean? This means that the FX movement will be a key theme over the short term and we need to create positions within stocks that are key beneficiaries from a weaker local exchange rate but would not lose...