tag:blogger.com,1999:blog-6819677764981712111.post5681573915497913363..comments2024-03-07T18:30:21.175+08:00Comments on Starman 投資世界 : 如何運用財技對沖投資日本物業的匯率風險Starman 投資世界http://www.blogger.com/profile/09024792862799384723noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6819677764981712111.post-37093113708178639872017-06-16T11:45:32.282+08:002017-06-16T11:45:32.282+08:00starman兄 我有不明白的地方 請教您一下
您指出"要對沖首期部份的匯率風險,較明智...starman兄 我有不明白的地方 請教您一下<br /><br />您指出"要對沖首期部份的匯率風險,較明智的做法是,將手上的港元/人民幣以定期方式存入日本中國銀行,敍做3年定期,收取約4%的定期存款利率。將人民幣定期存單抵押予當地中國銀行,以低息借出日圓,由於人民幣利率比日圓利率高,可套取1-2%息差,賺取的息差差不多可以抵銷借入日圓按揭的融資成本,同時可對沖日圓下跌的匯率風險。"<br /><br />首期已然付出,如再將等同金額投入定存單抵押借出日圓只為抵銷借入日圓按揭的融資成本及對沖日圓下跌的匯率風險,因只套取1-2%息差,那何不如將資金移往更高報酬的地方?<br />只為抵銷及對沖風險而賺那1-2%息差,不會因小失大嗎?<br />再麻煩您回覆了,謝謝FOXHSIEHhttps://www.blogger.com/profile/17394577861218419167noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-47251902437135048002016-11-17T21:18:41.088+08:002016-11-17T21:18:41.088+08:00Brillant! This is almost what I did 2 years ago. B...Brillant! This is almost what I did 2 years ago. But I did that at an unfavourable cross rate when Yen was low. I am under pressure to increase the security RMB deposit in this year when Yen's cross rate rose a lot. So indeed it is a downward hedge tool only and a double edge sword which could hurt when Yen goes up. Any even better idea?Shivahttps://www.blogger.com/profile/11765090879071924956noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-48569588677534785682016-07-03T12:40:42.643+08:002016-07-03T12:40:42.643+08:00GENIUS !GENIUS !1manarmyhttps://www.blogger.com/profile/13811822959736370599noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-66105367881130537552015-09-30T09:54:25.357+08:002015-09-30T09:54:25.357+08:00謝謝Kelvin兄支持﹗
由於日圓利率長期偏低,日圓一直是專業投資者用來做套息交易(Carry T...謝謝Kelvin兄支持﹗<br /><br />由於日圓利率長期偏低,日圓一直是專業投資者用來做套息交易(Carry Trade)的主要工具貨幣。借入日圓買入澳幣以往是受歡迎的投資組合。但要留意的是兩幣的匯率風險,若日圓兌澳幣持續上升,套息交易組合可能會得不償失。<br /><br />想要對沖日圓兌澳幣匯率風險,需要鎖定日圓兌澳幣的遠期合約(Forward Contract),但套利行為往往令到遠期合約的溢價等如兩幣的息差,這就是Interest Rate Parity 理論。有機會詳談。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-940750646634027262015-09-30T01:43:36.429+08:002015-09-30T01:43:36.429+08:00like博主介紹各種套利套匯,更like博主投資理念。
除了之前講過嘅借人民幣買美債,睇嚟借日圓買美...like博主介紹各種套利套匯,更like博主投資理念。<br />除了之前講過嘅借人民幣買美債,睇嚟借日圓買美債都可以喎?!<br /><br />Anonymoushttps://www.blogger.com/profile/07610276573045900683noreply@blogger.com