T-bills = 33%
Currencies, commodities & stock futures:
Long USDCAD, long Gold/EUR & long Eur/CAD net position = long Gold/CAD,, short S&P & Nasdaq futures
Equities:
Egyptian equities.
Issues based on valuation:
ETEL: Telecom Egypt
POUL: Cairo poultry
EGTS: Egyptian for tourism and resorts.
MIPH: Mina pharm
Regards,
Ahmed Farghaly
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