Maybank's Saktiandi On Global FX Markets Strategy

The transcript discusses Japan's efforts to defend its currency, focusing on the impact of fundamentals and rate differentials. It explores potential currency levels and the outlook for the dollar, considering geopolitical factors like the Russia-Ukraine situation. The analysis extends to vulnerable currencies such as the euro and sterling, highlighting fiscal and monetary policies. Finally, it examines the resilience of Southeast Asian currencies, particularly the rupiah and Singapore dollar, in the face of global economic challenges.

How might developments in the Russia-Ukraine situation affect global currency markets?

What vulnerabilities do the euro and sterling face as winter approaches?

What are the implications of the semiconductor cycle on North Asian currencies?