Could The New Asian ‘Euro’ Mean A Coming Decade of Outperformance From Emerging Markets?
Asian cross-currency volatility is at its all-time low. A de facto Euro-like unit is forming. This could be hugely bullish for Emerging Markets
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Commodity Currencies and Their Warnings
Every major commodities index is hitting key long term levels and showing signs of stalling. It is no surprise then that bearish indications and...
523 Views
FX Dashboard: Lira Re-Engages with EM
In the near-term, we see room for the Turkish lira to appreciate as it catches up with its EM peers following the aggressive rate hike by the...
486 Views
FX Dashboard: As Goes the Dollar, so Goes EM FX
We show that the dollar remains the primary driver of EM FX despite the idiosyncratic moves in Turkey and Brazil today on the back of rate hikes.
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FX Dashboard: Peruvian Sol Cheapens Further Ahead of the Elections
The Peruvian sol (PEN) is standing out as an underperformer relative to other EM currencies,. However, we would look for an entry point closer to...
287 Views