Saturday, 13 July 2019

Is now a good time to buy RMB Yuan for your portfolio?



Our family’s cash are broadly categorised into:
(1)   Near-term and daily needs in high deposit bank accounts
(2)  Emergency funds in short-term fixed deposits
(3)  Stocks
(4) Investment Warchest in Singapore Savings Bonds and high deposit bank accounts.
(5)  Currency – NEW!

In our previous post, we shared our decision to buy RMB Yuan. We considered several investment possibilities such as options, currency, bonds, gold to diversify our portfolio before finally deciding to go for RMB Yuan first. 

Our key assessments include (1) RMB Yuan is now part of IMF’s reserve currency bucket. This means that more international contracts could transact using Yuan which would spur currency demand. (2) Yuan will likely be well-supported by China and global forces to eventually become an option to challenge USD as the global currency. (3) At ground-level, ICBC Singapore offered a good fixed deposit ranging 2.75-4.5%. This is better than Singapore Savings bond or fixed deposits.

We have been steadily building up our position in RMB Yuan. The currency is facing some near-term volatility against SGD. 

In our view, this presents a good buying opportunity. I remained optimistic that Yuan should strengthen in the near or medium-term given my assessments above. I also expect the Singapore dollar to gradually pause strengthening or weaken in order to help our exports become more competitive during this trade war climate. 

Will our investment in RMB Yuan turn out well? I certainly hope so!

GoHuat



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