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Campaigns / Pershing Square → Hong Kong Dollar / Hong Kong Monetary Authority (HKMA)
Pershing Square vs. Hong Kong Dollar / Hong Kong Monetary Authority (HKMA)

Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) · HKD

1 deck published between 2011-09-14 and 2011-09-14 — 151 pages, 151 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2011-09-14 initial thesis

    2011 09 Pershing Square Hong Kong Dollar Presentation Sep 2011

    151pp · conference_presentation

    Hong Kong's USD peg forces the booming HKD to import US ultra-accommodative monetary policy, fueling inflation and property bubbles; a 30% revaluation to 6:1 offers ~44x upside via cheap call options.