AMP Capital’s Naeimi Sees Weakness for the Yuan for Some Time

The video discusses China's approach to currency management, particularly in the context of the trade war and its impact on the yuan. It explores whether China's actions can be considered currency manipulation and the implications of a weaker yuan on exports and capital flows. The discussion also covers the perception of foreign investors towards China's financial markets and the broader impact on Asian currencies and commodities. The People's Bank of China's (PBOC) role and the potential benefits of less intervention are highlighted, along with the flow-on effects across multiple markets.

What role do tariffs play in the relationship between currency value and demand for the U.S. dollar?

How might the actions of the PBOC influence the direction of the yuan in the future?

What historical context is provided regarding the impact of a weaker yuan on Asian currencies?