FX Dashboard: Did the Dollar Spike Create Opportunities in EM FX?
We examine the EM FX space for opportunities in the aftermath of the hawkish FOMC meeting last week which led to a sharp rise in the US dollar.
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FX Dashboard: Take Profit on Long Indonesian Rupiah Vs Short Singapore Dollar Recommendation
The US dollar has strengthened on the back of the hawkish Fed, hurting SGD more than IDR, allowing us to take profit on our Long IDR vs Short SGD...
341 Views
FX Dashboard: Declining EM FX Volatility Foreshadows a Positive Environment
With EM FX volatility dropping to its lowest level since the start of pandemic, we highlight the currencies most likely to benefit in the likely...
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FX Dashboard: Updating the Winners and Losers in the EM Turnaround
We identify the currencies that have outperformed and underperformed with the dollar depreciating since the end of March and place our outstanding...
248 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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