Unhedged Portion of ECBs: One More Threat to Corporate Borrowers?
There was a sharp rise in corporate India’s external commercial borrowings (ECB) during the past financial year. Outstanding ECBs for December 2019...
361 Views
Bullish USD in EM/Asia Telegraphs Asia Equity Slide
MXN (USDMXN CURNCY) has formed a fresh bullish triangle that is touted to break higher lending support to the USD in EM and Asia. We pounded the...
430 Views
COVID-19 Economic Impact: Insights from India's Ex Central Bank Governor
CFA Society of India conducted a closed group webinar yesterday (Apr 12) with Duvvuri Subbarao, ex-Governor of RBI from Sep 2008 to Sep 2013. Mr....
415 Views
Dollar Momentum and Big Break Points
US Dollar Index (DXY) (DXY CURNCY) – Clearing 99.40 is now testing the key 99.80 level. We remain USD bullish (long from early Jan) on pullbacks...
543 Views
USD Moving into a Cycle Low in Asia Aligning with an Equity Rally Stall
USD/KRW gunning to test 1,153 triple lows. USD/SGD met 1.3450 for a wave 5 low and USD long with risk of a re test. AUD and INR favored USD macro...
464 Views