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1. Suppose you expect the Croatian currency, the Kuna, to appreciate 5% relative

ID: 2773027 • Letter: 1

Question

1. Suppose you expect the Croatian currency, the Kuna, to appreciate 5% relative to the USD over the next 6 months. What additional information would you need in order to decide whether it is a good time to buy Kuna? Suppose you find out in the newspapers that the interest rate on Kuna deposits is 7%. What is the expected dollar return on Kuna deposits? What must the US interest rate be if the uncovered interest parity condition holds? 2. You are a foreign exchange trader specialized in the US dollar Swiss franc market (USD/CHF). One morning, you notice that the one-year dollar interest rate is 4%, while the one-year interest rate on Swiss francs is 2.7%. Today’s USD/CHF rate is $1.7. (a) What spot rate do you expect for the USD/CHF in one year? (b) You log onto your electronic brokerage account and find that the current quote for the 360- day forward rate on USD/CHF is 1.79. Is there an arbitrage opportunity? If so, describe how you would take profit from it and how much you would get if you invested $1. What do you anticipate if all of your fellow traders start doing the same?

Explanation / Answer

Answer :-

1.) a.)   Decide whether you should buy Kuna, you need to know the interest differential between a Croatian Deposit and USD Deposit.

b.) The expected Dollar Return(R%) on Kuna deposits is R%(kuna) + Appreciate by 5% = 7% + 5% = 12%.The dollar depreciates by 5% relative to the Kuna.

c.)   If uncovered Interest parity holds, The US Interest rate must be 12%.

2.) a.) Expected Spot Rate (after 1 year) = [Spot rate * (1 + interest rate of USD)] / ( 1 + interest rate of CHF)

= [ $ 1.7 * ( 1 + .04)] / ( 1 + .027)

= 1.768 / 1.027

= $ 1.72

   = $ 1.72 / 1 CHF

b.)   Yes, there does exist an arbitrage opportunity. Assume this year is period 1, next year is period 2. Then you can either:

Invest $1 at 4% to earn 1.04 in period 2, (or)

   Convert $1 into CHF at the current exchange rate = 1/1.7.

Invest this at the CHF interest rate of 2.7% and you end up with = ( 1 / 1.7 ) * 1.027.

      Buy USD at the forward rate for the second period (that equals the expected exchange rate) of 1.79 :-

(1/1.7) * 1.027 * 1.79 = 1.0814.

So, you have the opportunity to make a profit of 1.0814 1.04 = 0.0414 dollars for each dollar invested.