Choose the category below to
refine article list


Search Results

Results: 1 - 5 of 5 for 
 per page
Sort result by 
  • Cross-currents and vulnerability in AXJ currencies - Updated Tue March 17, 2015

    Asian currency performance has varied significantly this year, in line with our ‘cross-currents’ call • USD-AXJ is likely to see further upside in Q2 on valuation, policy divergence and flow volatility • We raise higher our USD-CNY, USD-IDR, USD-M...

  • Cross-currents – Relative value in Asia [Correction] - Updated Fri January 9, 2015

    This supersedes the version dated 9 January 2015. On page 12, amends CNH forecasts. • AXJ currencies were resilient in 2014 – good for investors but not so favourable for AXJ exporters • The oil-price slide will help external imbalances, but furth...

  • Regional trade dynamics and AXJ currencies - Updated Tue August 19, 2014

    Philippine export growth of 20%+ rounded off broadly encouraging Asia ex-Japan trade news for June • July trade data suggest new export acceleration is underway, but regional laggards may persist • Korean authorities will likely act to contain n...

  • SCTF – Bearish flow signals for MYR and NGN - Updated Thu April 17, 2014

    Asia: In March, our clients were large USD sellers vs. CNY, SGD, INR; USD buyers vs. HKD, THB, CNH • Asia: Short USD positioning is large vs. INR, KRW, CNY; long USD positioning is large vs. IDR, CNH • Africa: SCTF Position Index shows clients are...

  • Asian FX PCA – AXJ to rally in Q4 on growth - Updated Mon September 9, 2013

    We update our PCA for AXJ currencies; the rise in the global IP cycle should support AXJ FX in Q4 • We get positive PCA signals for TWD, PHP and IDR; neutral for other AXJ currencies • We raise our short-term FX weightings on SGD and THB to Neut...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.