We Think Bank of Korea Will Cut Rates, Says Mizuho Bank’s Varathan

The video discusses the impact of Fed rate cuts and US-China trade tensions on Asian currencies. Initially, Asian currencies benefited from lower yields due to Fed rate cuts. However, escalating trade tensions between the US and China pose risks, potentially causing Asian currencies to weaken. The video also explores the challenges in US-China trade negotiations, particularly around technology transfer and industrial policies. It highlights the potential impact on currencies like the Korean won and Taiwan dollar, and discusses how central banks like the Bank of Korea and Bank of Japan might respond to these tensions.

What is the potential impact of trade tensions on the Korean won and other Asian currencies?

How do President Trump's actions and tweets influence currency values, particularly in Asia?