I let you in, in a secret

$NVIDIA(NVDA.US)$ from all developing countries, the US pays has the highest interest rate on its short term money. So naturally money from overseas moves to usd, since it pays better rates. You can literally borrow in Canadian dollar and invest in US, and get a 75bps arbitrage for free, minus 25bps for currency hedge. Now wiith US lowering soon too, you get your dollars back and bring them home, hence less liquidity in US. Now it's time to buy Hong Kong index, that's your big money maker the next 2 years.