India: Shoring up the Indian Rupee – RBI June 2026 Measures
In particular, we see the measures to fully subsidise FX hedging costs for FCNR(B) deposits, and importantly the removal of...
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Asia FX Weekly – A US-driven week for Asia FX ahead
Week Ahead FX outlook:Key FX views:Asia’s macro and FX this week has been dominated by the interaction of rising US...
Asia FX Talk – EM Asia currencies remain under pressure
The dominant macro theme is a sharp, broad-based global bond selloff driven by war-related inflation pressures stemming from the effective...
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...
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...
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...
