QBE 0.87% $17.39 qbe insurance group limited

Oh, and, directly:"Have you stopped to think that QBE's share...

  1. 434 Posts.
    Oh, and, directly:
    "Have you stopped to think that QBE's share price has been factored in with a rising dollar?"

    I think it has factored in it to some extent. However, with the AUD bouncing off of 90c upwards... QBE has risen...

    If the AUD continues to perform strongly over the next fortnight, I can see QBE being 're-rated' downwards, even if only to $21.75ish.

    So, I think its been factored in to some extent, but, fundamentally, nothing has changed since the dollar was 90c (except, the AUD has got stronger).. yet SP has risen. This worries me in a SHORTTERM perspective.
 
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