Emerging Market Currencies: Hopes and Realities
EM currencies appreciated vs USD and outperformed in fortnight following US elections but since then performance more differentiated. Consensus is...
392 Views
HDFC Bank ADR - Too High a Premium to Pay
With the HDFC Bank ADR premium spiking to 20% in the last couple of weeks, we look at the ADR premium history and suggest scaling into a short ADR/...
1.2k Views
Dollar, Euro & Sterling in Focus, Asian Currencies Under the Radar Screen
Much of the market focus in recent months has been on major reserve currencies, namely: The US Dollar which, contrary to bearish expectations and...
437 Views
Reserve Bank of India – Toothless Tiger
* RBI Failure To Think Through Moratorium Leads To Continued Uncertainty for India: On September 3, 2020, the Supreme Court of India held a hearing...
364 Views
What Does USD Rally in EM Mean for Asian FX?
USD rally in EM and weaker Asia US dollar – DXY second test on 92.60 was used to buy the greenback vs weaker EM and Asia units. The real action...
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