Asia FX Talk – Sharp rise in global bond yields weigh on EM Asia currencies
Global government yields rose sharply heading into the start of this week, as three forces collided: surging oil prices, fading...
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Asia FX: Near and Medium-Term Scenario Asia FX Outlook
Iran war has exerted significant pressure on Asia’s net energy‑importing currencies, with PHP, INR, THB and IDR depreciating most against...
Asia FX Talk – De-escalation supports regional FX
Signs continue to point to limited appetite for further escalation in the Middle East. The US has reportedly presented Iran...
Asia FX Weekly – A heavy policy & macro calendar ahead
Week Ahead FX outlook: Key FX views: Shifting Middle East geopolitics and central bank signals remained the key drivers of...
Asia FX Weekly – Tech tailwinds help, but geopolitical de-escalation key to gains
Week Ahead FX outlook: Key FX views: Markets will be watching closely for any signs that high‑level US–Iran talks could...
Analysis-Foreign investors grow more wary of India as FX curbs hit bonds, earnings risks haunt equities
By Vivek Kumar M, Dharamraj Dhutia and Nimesh Vora MUMBAI, April 15 (Reuters) - India's foreign exchange restrictions have made...
Asian currencies under pressure with higher oil prices and stagflation risks
Week Ahead FX outlook: Key FX views: Markets remain focused on developments in the Iran conflict and the spillover impact...
Asia FX Talk – What if oil prices spike further? implications of Iran conflict
If meaningful oil price increases are sustained, we think the likes of KRW, INR, and to some extent PHP are...
Asia FX Talk – Firmer yen sets the tone for regional FX despite stronger US payrolls
The broad US dollar index (DXY) remains supported as US Treasury yields rose across the curve, with the 2-year yield...
Asia FX Talk – Silver lining amidst the market Warsh-out
More recently however, Kevin Warsh has been more supportive of interest rate cuts, due to his views that there has...
