巴西雷亚尔大跌无碍套利交易 日元融资角色依然稳固

格隆汇
Oct 27
日元作为拉美套利交易融资货币的角色依然稳固。尽管在卢拉连任巴西总统后,巴西雷亚尔兑日元大幅下跌,但该地区其他货币上涨,包括智利比索、哥伦比亚比索和墨西哥比索。这凸显出对拉美货币的持续需求,这些货币一直是借入日元后投资的关键目的地。 渣打银行东京日本金融市场主管江泽福博表示,套利交易的潜在动态依然完好,雷亚尔在亚洲时段的交易相对有限,日本投资者也未在该货币上建立大规模头寸。这表明对日本市场的溢出效应应保持可控。借入日元买入拉美资产的套利交易投资者,通常受益于该地区较高的利率,但任何剧烈的货币贬值都可能大幅侵蚀这些收益。

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