| FX Insight |
Updated Date
|
|---|
| Which is the Better Rail for FX Payments? |
19/11/2025
|
| SGDMYR: How Much Lower Can We Go? |
12/11/2025
|
| SGD Preview: No Easing Necessary |
13/10/2025
|
| RMB Watch – A Combative Devaluation or A Deal for Strong Yuan? |
14/4/2025
|
| SGD Preview: A Close Call in The Face of Uncertainty |
7/4/2025
|
| Strategies in the Wake of “Reciprocal” Tariffs |
7/4/2025
|
| How Would FX Fare in the Current Tariff Situation? |
27/02/2025
|
| Of Fair Values and Tariffs |
10/02/2025
|
| RMB Watch – Getting into the Art of the Deal (Again) |
05/02/2025
|
| SGD Preview: A Possible First Easing? |
22/01/2025
|
| MYR: Supported by Strong Fundamentals |
15/01/2025
|
| FX Strategy Update – USD Vulnerable Beyond the Hawkish Fed |
19/12/2024
|
| Trump Term 2.0: FX Adjustments |
11/11/2024
|
| Of Moderating China Optimism, US Election Risks and a Chance for CNHJPY To Fall |
17/10/2024
|
| SGD Preview: Stand Pat on Sticky Inflation, Robust Growth |
8/10/2024
|
| FX Strategy Update – Fed Frontloads, USD Bears Run into Fatigue |
19/09/2024
|
| Playing the JPY Game |
18/09/2024
|
| Assessing FX Volatility Amid Current Uncertainty |
16/09/2024
|
| Opportunistic FX Plays Beyond Recent Market Volatility |
16/08/2024
|
| SGD Preview - No Hurry to Ease |
22/07/2024
|
| Is EM Asia FX Under Risk of Further Weakness? |
19/07/2024
|
| GBP, EUR - UK Labour Win; French Elections Up Next |
05/07/2024
|
| Playing the Yuan Crawl Lower |
05/07/2024
|
| Divergent Plays of Commodity Currencies |
20/06/2024
|
| INR - Election Pressures Fade, RBI Supportive of Carry |
07/06/2024
|
| Assessing the JPY Path and its Impact on Asian FX |
27/05/2024
|
| ASEAN FX - Staying Calm Amid Anxiety |
18/04/2024
|
| SGD Preview: Continued Stand Pat Likely |
08/04/2024
|
| Focusing on FX Reactions to Central Bank Actions |
28/03/2024
|
| THB – Watch Out For Rising Headwinds |
20/02/2024
|
| Assessing Valuations as Market Fine-Tunes |
05/02/2024
|
| SGD Preview: Can SGD Outperformance Continue? |
22/01/2024
|
| 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 |
18/08/2023
|
| RMB - As the Optimism Fades |
15/08/2023
|
| The Transitory Risks of Inflection Points for Asian FX |
11/08/2023
|
| Understanding the Impact of Indonesia’s New Export Proceeds Rule |
27/07/2023
|
| Assessing FX Scenarios In Late Cycle Phase |
24/07/2023
|
| JPY Weakness Likely to Persist |
23/06/2023
|
| USDMYR Heads Higher Amid Weaker Global Sentiment |
29/05/2023
|
| US Pivot and Event Risk at Play |
29/05/2023
|
| USDMYR Heads Higher Amid Weaker Global Sentiment |
25/05/2023
|
| Pricing In Yuan Vagaries in ASEAN FX |
18/05/2023
|
| Limited Impact Expected From Election on THB |
15/05/2023
|
| Defensive Shields in the Making |
27/04/2023
|
| Another Looming US Debt Ceiling Crisis |
27/04/2023
|
| Keeping an Eye on Commodities & El Nino Risks |
03/04/2023
|
| SGDNEER Preview: Mitigating "Sticky" Inflation |
03/04/2023
|
| What Indonesia’s Export Proceeds Possible Rule Revision Implies? |
14/03/2023
|
| The Impact of Bank Contagion Risk on FX |
13/03/2023
|
| 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
|
