FX Insight |
Updated Date
|
Assessing Valuations as Market Fine-Tunes |
5/2/2024
|
SGD Preview: Can SGD Outperformance Continue? |
22/1/2024
|
USD Turn Opens Up Opportunities for Yuan Bears |
17/11/2023
|
Assessing FX Interventions and Reserve Adequacy |
10/11/2023
|
FX Amid the Middle East Conflict |
25/10/2023
|
Unravelling the MYR |
20/10/2023
|
SGD Preview: Upward Pressures Remain |
06/10/2023
|
GBP: Road Ahead for the BOE |
18/8/2023
|
RMB - As the Optimism Fades |
15/8/2023
|
The Transitory Risks of Inflection Points for Asian FX |
11/8/2023
|
Understanding the Impact of Indonesia’s New Export Proceeds Rule |
27/7/2023
|
Assessing FX Scenarios In Late Cycle Phase |
24/7/2023
|
JPY Weakness Likely to Persist |
23/6/2023
|
USDMYR Heads Higher Amid Weaker Global Sentiment |
29/5/2023
|
US Pivot and Event Risk at Play |
29/5/2023
|
USDMYR Heads Higher Amid Weaker Global Sentiment |
25/5/2023
|
Pricing In Yuan Vagaries in ASEAN FX |
18/5/2023
|
Limited Impact Expected From Election on THB |
15/5/2023
|
Defensive Shields in the Making |
27/4/2023
|
Another Looming US Debt Ceiling Crisis |
27/4/2023
|
Keeping an Eye on Commodities & El Nino Risks |
3/4/2023
|
SGDNEER Preview: Mitigating "Sticky" Inflation |
3/4/2023
|
What Indonesia’s Export Proceeds Possible Rule Revision Implies? |
14/3/2023
|
The Impact of Bank Contagion Risk on FX |
13/3/2023
|
What a Ueda Selection Means? |
16/02/2023
|
Refreshing the BEER and A Look at JPY-ASEAN Linkages |
06/02/2023
|
Where Do We See The JPY Heading To? |
17/01/2023
|
SGD NEER: Asymmetric Risk-Reward in Tactical Long |
11/10/2022
|
Assessing Yuan-ASEAN Tethers |
12/09/2022
|
Signposts for FX Risk Sentiment |
20/05/2022
|
When the Elephants (USD, RMB) Rumble… |
26/04/2022
|
SGD Could See Boost of >1% if MAS Re-centers |
06/04/2022
|
RMB a Natural Alternative But Far From Perfect |
25/03/2022
|
FX and Oil Price Shocks |
09/03/2022
|
AXJs in the Face of Dovish PBoC and Hawkish Fed |
28/01/2022
|
Room for FX Laggards to Play Catch Up |
17/12/2021
|
Energy and FX – Intertwined Fates |
29/10/2021
|
SGD NEER: MAS Hawkish Tilt; Re-Calibration, Not Shift |
14/10/2021
|
SGD NEER: MAS to Stand Pat; Maintain +0.5% to 1.5% Range |
07/10/2021
|
Will ASEAN FX Catch A Cold When China Sneezes? |
03/09/2021
|
Asia FX – How Insulated to Fed Tightening |
09/07/2021
|
Commodity Exuberance and FX Implications |
14/05/2021
|
SGD NEER: MAS to Stand Pat; Interim +0.5% to +1.5% Range |
08/04/2021
|
JPY: Modest Retracement Risks but Recovery Likely Slow |
24/03/2021
|
Cryptocurrencies Making Waves |
19/03/2021
|
Stay the Course but Mind the Bumps |
05/03/2021
|
Of Vaccination, Reflation and FX Fair Values… |
22/01/2021
|
RCEP, A Partial Hedge Against US-China Trade Tensions |
19/11/2020
|
NZD: Calibrating Forecasts |
12/11/2020
|
Final Lap to Elections and Beyond |
16/10/2020
|
US Elections & Implications on AxJ FX |
21/08/2020
|
QE and FX Nuances |
22/06/2020
|
ASEAN FX Gains - More To Go? |
12/06/2020
|
Familiar Headwinds for the RMB |
26/05/2020
|
Risks To Be Mindful Of |
08/05/2020
|
(AXJ) Phoenix from the Ashes |
20/04/2020
|
Taking A Step Back To See Further Out |
27/03/2020
|
Navigating COVID Storm |
27/03/2020
|
Fed's Bazooka and Its Implication on FX |
16/03/2020
|
GBP: Twin Surplus and a Willingness to Do More |
13/03/2020
|
AUD - Stimulus to the Rescue But Fear Overwhelms |
12/03/2020
|
The Domino Impact of An Oil Shock |
10/03/2020
|
TWD: Relative Resilience |
06/03/2020
|
Distilling The COVID-19 Effect |
19/02/2020
|
Lessons From SARS |
22/01/2020
|
Understanding trade deal phases, what's next for dollar? |
16/01/2020
|
FX Misalignment Matters |
14/01/2020
|
A Fengshui Spin on FX for 2020 |
17/12/2019
|
GBP: Crucial Week of Debates and Votes Start Today |
22/10/2019
|
SGD - Room for SGD NEER to Soften |
07/10/2019
|
Hard Up for Hedges and Havens |
23/09/2019
|
Are The Stars Aligning? |
05/09/2019
|
RMB - Relief For Now, The Gap Remains |
14/08/2019
|
SGD NEER Update and Proxy Basket for Preferred Play |
03/07/2019
|
Exploiting the Behaviours, Asymmetries and Dispersions in FX |
28/06/2019
|
Mirror Mirror on the Wall, Who's the (un)-Fairest of them All? |
28/05/2019
|
The Art of Getting A Quick Deal? |
13/05/2019
|
Greenback to Wither as Green Shoots Flourish |
18/04/2019
|
SGD - MAS Can Be Patient |
09/04/2019
|
DXY: Fade Away on Dovish Fed |
21/03/2019
|
What Makes FX Skip a Heart Beat |
08/03/2019
|
MYR: To Benefit from a Goldilocks Play |
04/02/2019
|
SGD - Buoyed By Favorable Risk Environment |
29/01/2019
|
GBP: Asymmetric Risks on Meaningful Vote |
15/01/2019
|
USD: Fed Tames Rate Guidance |
20/12/2018
|
JPY - Will The Sun Set on Abe In 2019 |
14/12/2018
|
ASEAN Neutral Rates: Ammunition Unravelled |
19/11/2018
|
SGD - MAS To Play It Saf |
05/10/2018
|
ASEAN FX - Not The End Of The Tightening Cycle For BI And BSP |
01/10/2018
|
Differentiated FX Play in Choppy Times |
18/09/2018
|
(Re-send) ASEAN FX - IDR & PHP Most Vulnerable To Contagion From Turkey |
15/08/2018
|
ASEAN FX - IDR & PHP Most Vulnerable To Contagion From Turkey |
15/08/2018
|
EUR - Cautious but Retain Medium Term Constructive Bias |
14/08/2018
|
NZD - Rising Risks of Short Squeeze |
08/08/2018
|
JPY - Losing Luster |
19/07/2018
|
MYR - Poised for Greater Stability |
15/05/2018
|
AUD - More Room For Upside Than Down |
12/04/2018
|
(Re-send) SGD - No Time Like The Present To Normalise |
11/04/2018
|
MYR - "Cautiously" Steady |
11/04/2018
|
KRW - Room for Gains but Pace to Moderate |
05/04/2018
|
PHP - Weakness May Not Last |
03/04/2018
|
IDR - Facing Some Near Term Downside Pressures |
03/04/2018
|
USD - Pause or More Room for Weakness? |
26/01/2018
|
ASEAN FX - Off To A Good Start In 2018 |
10/01/2018
|
(Re-send) SGD - Time To Normalise Policy |
06/10/2017
|
RMB - Risks Still To The Upside |
05/09/2017
|
Monetary Policy Unwind - How Soon? |
26/07/2017
|
JPY: Bears In Temporary Retreat |
19/07/2017
|
ASEAN FX: Limited Impact of Fed’s Balance Sheet Reduction |
14/07/2017
|
KRW: Retracement Risks Ahead |
12/07/2017
|
NZD - Correction Due |
21/06/2017
|
RMB - Stable Forever? |
24/05/2017
|
JPY - Looking For Even More Weakness |
19/05/2017
|
THB - Decomposing the Recent Moves |
21/04/2017
|
GBP - A Calculated Move or Gamble? |
21/04/2017
|
IDR - Upcoming Jakarta Governor Polls A Bellwether? |
13/02/2017
|
JPY - Room To Move Lower |
10/02/2017
|
SGD - Still Weighed Down By Global Risks |
17/01/2017
|
AUD - Timing The Next Entry |
17/01/2017
|
CNH: Temporary Respite Against The USD |
06/01/2017
|
Six Charts For 2017 |
05/01/2017
|