10 July 2017 at 12:05 GMT
Saxo's global macro strategist Kay Van-Petersen discusses why he is targeting low-yielding emerging market currencies combined with USD.
Using the Taiwan dollar, this sort of long USD trade, which he says has a two-to-three week timescale, should prove fruitful should the risk of conflict with North Korea increase.
Van-Petersen says that he wants to find upside in USD, with bearishness at its lowest since 2013.
More details of the trade can be read here