Long USD-KRW Looks Interesting at These Levels, Says SocGen’s Daw

The video discusses the optimism surrounding the UN and currency rates, highlighting productive discussions and potential outcomes. It examines the impact of trade wars on equity and bond markets, with a focus on China and Korea. The video also explores currency strategies in Asia, particularly the attractiveness of the Korean currency over the Chinese currency due to carry trade benefits. Finally, it addresses the influence of the US-China trade war on North Asian currencies, noting the residual impact of the Korea-Japan situation.

What does the UN's position at 698 indicate according to the discussion?

• A lack of progress in discussions

• A rollback of tariffs

• A decrease in market optimism

• An increase in tariffs

Which Asian currencies have been most affected by trade wars?

• Malaysia and Singapore

• China and Korea

• Japan and India

• Vietnam and Thailand

Why is the Korean currency considered more attractive than the Chinese currency?

• It is not linked to the US dollar

• It has weakened significantly

• It offers a higher carry

• It is less affected by trade wars

What has been the main driver of changes in North Asian currencies?

• The European economic crisis

• The US-China trade war

• The Middle East conflict

• The Korea-Japan situation

What is the residual impact mentioned in the context of North Asian currencies?

• The US-China trade war

• The Middle East tensions

• The Korea-Japan situation

• The European Union policies