TOP TRADES FOR 2011

Finweek English Edition - - MONEY CLINIC -

1 Short the US dol­lar against the Chi­nese yuan – ex­pected re­turn: 6%.

2 Long US bank­ing groups – ex­pected re­turn: 25%.

3 Long high-yield cor­po­rate spreads – ex­pected re­turn: 8,7%.

4 Long Nikkei from 9 988, with a tar­get of around 12 000 points – ex­pected re­turn: 20%.

5 Long a bas­ket of crude oil, cop­per, soy­beans/cot­ton and plat­inum – ex­pected re­turn: 28%.

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