ANZ's Goh 'Bearish' on Philippine Peso, Says Indonesia Rupiah 'Undervalued'

The video discusses the economic divergence between North and Southeast Asia, highlighting the resilience of Southeast Asian economies compared to North Asia. It examines currency performance, focusing on the South Korean won, Chinese yuan, and Philippine peso, and analyzes trade strategies. The video also compares the Indonesian rupia and Indian rupee, considering factors like fiscal policies, elections, and currency valuation.

What is the current economic situation in Southeast Asia compared to North Asia?

How have the PMI readings changed for Southeast Asian economies recently?

How does the performance of Southeast Asian currencies reflect the economic divergence in the region?

What factors are contributing to the depreciation of the Philippine peso?

What is the outlook for the Indonesian rupiah according to the text?