Aussie Dollar to Keep Rising Gradually: TD Securities

The video discusses the outlook for the US dollar and Asian markets, highlighting potential medium-term upside and short-term caution due to currency movements and central bank actions. It explores the carry trade and funding currencies, emphasizing the attractiveness of the Indonesian rupiah and Indian rupee. The discussion also covers central banks' cautious stance on rate cuts amid economic recovery in Asia Pacific, with a focus on the resilient Chinese economy and its impact on the Aussie dollar. Finally, it addresses inflation challenges in India and the Reserve Bank of India's policy outlook.

How might the carry trade influence currency movements in Asia next year?

What are the implications of low yield differentials for the dollar's position in emerging markets?

What is the expected trend for inflation in India and how might it affect monetary policy?