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Quantum Inc., a U.S.-based corporation, borrows SF 2,000,000 from the Swiss bank

ID: 2766727 • Letter: Q

Question

Quantum Inc., a U.S.-based corporation, borrows SF 2,000,000 from the Swiss bank, UBS. The entire principal is to be repaid at the end of the year, and the interest rate is 4% per annum to be paid at the end of the year in Swiss francs. The current spot rate is SF 0.97/$.

a) Suppose that by year-end, the Swiss franc were to appreciate against the dollar by 10%. Compute the effective cost of the loan (i.e., the effective interest rate in USD)

b) Consider an alternative scenario. Suppose that by the end of the year, the franc were to depreciate against the dollar by 10%. Compute the effective cost of the loan (i.e., the effective interest rate in USD)

Explanation / Answer

Amount borrows                     = SF 2000000

Interest @4%                         = SF80000

Amount payable at end of year = SF2080000

10% appreciation in SF

Spot rate            1$ = 0.97SF

Year end rate   1.10$=0.97SF

                      1$     =0.97/1.10

                      1$     =0.88

in SF

1$=SF

in $

Start of year

Amount borrows

2000000

0.97

2061856

4% interest

80000

end of year

Amount payable

2080000

0.88

2363636

Effective interest rate = (2363636-2061856)/2061856

                                =14.64%

10% depreciate in SF

Spot rate            1$ = 0.97SF

Year end rate   1$ = 0.97SF

                      1$ =0.97*(110%)

                      1$ =1.07SF

in SF

1$=SF

in $

Start of year

Amount borrows

2000000

0.97

2061856

4% interest

80000

end of year

Amount payable

2080000

1.07

1943925

Effective interest rate = (1943925-2061856)/2061856

                                =-5.72%

in SF

1$=SF

in $

Start of year

Amount borrows

2000000

0.97

2061856

4% interest

80000

end of year

Amount payable

2080000

0.88

2363636