How Have EM Currencies Performed Over Past 4 Weeks?

The video discusses the performance of emerging market currencies over the past four weeks, highlighting the Mexican peso, South African Rand, Argentine peso, and Turkish lira as top performers. It explores short-term trading strategies, emphasizing potential dollar strength and the impact of the Fed's March meeting. The discussion includes contrarian currency plays, focusing on the potential for emerging markets to benefit from global reflation despite high US interest rates. The Malaysian ringgit is analyzed for its valuation and market conditions, while China's economic policy challenges are examined for their impact on currency.

Which currency was NOT mentioned as a top performer in the past four weeks?

• Mexican peso

• Turkish lira

• South African Rand

• Japanese yen

What is the suggested strategy for dealing with dollar strength in the short term?

• Focus on European currencies

• Avoid all currency trades

• Fade dollar strength where fundamentals are strong

• Invest heavily in Asian currencies

Which Asian currency is considered undervalued from a long-term perspective?

• Indian rupee

• Korean won

• Japanese yen

• Chinese yuan

What factor makes the Malaysian ringgit attractive from a valuation perspective?

• High inflation rates

• High interest rates

• Strong net commodity export exposure

• Weak economic growth

What could be a potential negative development for the Chinese currency?

• Hardline stance on reducing leverage

• Decreased nominal growth

• Rising export prices

• Increased leverage ratios