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 is the speaker's view on the optimism surrounding the potential rollback of tariffs?

What impact has the US-China trade war had on North Asian currencies according to the speaker?