Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

FX & Rates

Short term USD developments must be noted following the end of the week price action, particularly in Asia where there has been a bullish break on USDCNH which is now at risk of rallying to almost 6.62...

Short term USD developments must be noted following the end of the week price action, particularly in Asia where there has been a bullish break on USDCNH which is now at risk of rallying to almost 6.62... 

Fixed Income and Currency Strategist

Gautam Jain, PhD, CFA

In this note, we examine the rise in cross-correlations among EM currencies and its implications for the asset class.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market. The analysis, therefore, is not a forecasting tool but to be used for identifying dislocations, which we loosely define as price moves that cannot be justified by fundamentals.

In this note, we examine the rise in cross-correlations among EM currencies and its implications for the asset class.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market. The analysis, therefore, is not a forecasting tool but to be used for identifying dislocations, which we loosely define as price moves that cannot be justified by fundamentals.

FX Dashboard: Rising Correlations Add to Overall Volatility

Are the concerning developments in Bonds and some corners of the Equity markets going to spill over into FX? The break overnight on the Bloomberg USD Index (BBDXY) forces one to look more closely at what might happen on a number of USD crosses, especially in Asia, and more specifically USDCNH.

Are the concerning developments in Bonds and some corners of the Equity markets going to spill over into FX? The break overnight on the Bloomberg USD Index (BBDXY) forces one to look more closely at what might happen on a number of USD crosses, especially in Asia, and more specifically USDCNH.

In this note, we compare and contrast the correction in EM currencies in the current reflationary scare with a similar episode in 2013.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market. The analysis, therefore, is not a forecasting tool but to be used for identifying dislocations, which we loosely define as price moves that cannot be justified by fundamentals.

In this note, we compare and contrast the correction in EM currencies in the current reflationary scare with a similar episode in 2013.The attached file is a snapshot of EM currency market, which we produce daily, and where we seek to identify the leaders and laggards among currencies by comparing the performance of each to its history as well as to other currencies based on their respective betas to the broad market. The analysis, therefore, is not a forecasting tool but to be used for identifying dislocations, which we loosely define as price moves that cannot be justified by fundamentals.

FX Dashboard: Taper Tantrum Vs Current Reflationary Scare – Part 1

This is the first edition of our trade ideas recap note, which we plan to release monthly to provide a list of outstanding trade recommendations along with any updates on them. We will discuss the performance of trade recommendations and whether any need to be closed.

This is the first edition of our trade ideas recap note, which we plan to release monthly to provide a list of outstanding trade recommendations along with any updates on them. We will discuss the performance of trade recommendations and whether any need to be closed.

South Korea

The South Korean won is the official currency of The Republic of Korea (South Korea). 

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KRW (USDKRW CURNCY)

USD Breaks and Developments

Recent price action developments point to a stronger USD. Particular attention should be given to USDCNH where the 'pain' is likely to be greatest

Shyam Devani

FX Dashboard: Rising Correlations Add to Overall Volatility

Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we discuss the implications of the rise in...

Gautam Jain, PhD, CFA

Is USD/Asia the Next Market to Crack?

Turmoil in Bonds and some corners of Equities may spill over into FX. Find key levels in Asian markets to watch, especially on USDCNH.

Shyam Devani

FX Dashboard: Taper Tantrum Vs Current Reflationary Scare – Part 1

Attached is our daily FX Dashboard that helps identify dislocations among EM currencies. In this note, we compare the correction this year in EM...

Gautam Jain, PhD, CFA

Alpha Bites: Monthly Trade Ideas Recap

This is the first edition of our trade ideas recap note, which we plan to release monthly to provide a list of outstanding trade recommendations...

Gautam Jain, PhD, CFA

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52-week Range

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P/E

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