Interest rates in Japan are still expected to move up, but a little later this year.
Malaysian interest rates should go up further and the country’s currency should therefore strengthen.
JP Morgan’s Asian equity strategist argues Asian emerging markets have become the new “defensive” assets.
Mixed signals from the Fed make FX range trading likely, with only the yen likely to see some action.
Inflationary pressures in the US see Asian currencies fall, with a near term consolidation increasingly likely.
ABN Amro is sceptical about a sustained economic recovery for Taiwan.
Daiwa sees more signs Japanese deflation is becoming a thing of the past.
The first cracks have appeared in the global view that the greenback can only go down from here. Europe and Japan are ready to stop the slide against their currencies.
A study into global growth finds major emerging economies will be larger than most of today’s juggernauts by 2050. Prepare for the changes and challenges.
According to JP Morgan Warren Buffett is looking at making his first equity investment in Japan. Is there a better way to benefit from a weakening US dollar?