HSBC Is `Slightly Constructive' on Asian Currencies: Bloom

The video discusses the challenges of investing in emerging market (EM) currencies, emphasizing the impact of global factors like the US-China trade deal and Federal Reserve policies. It highlights the difficulty of local strategies when global dynamics are at play. The discussion includes the effects of trade wars and currency clauses, drawing parallels to the Plaza Accord. The video concludes with insights on currency manipulation and market volatility, noting changes in how currencies behave due to US policies.

In what ways do macroeconomic themes influence local market views?

How has the perception of currency volatility changed in recent economic discussions?