Yuan to Weaken Further in Short to Mid Term, Rakuten Securities Says

The video discusses the dynamics of currency markets, focusing on the exchange rates influenced by market forces and potential currency wars. It examines the impact of trade tensions on the renminbi and China's economy, highlighting concerns over slowing growth. The yen's strong performance against G10 currencies is analyzed, especially in the context of escalating trade tensions. The US dollar's trajectory is explored, considering the implications of trade wars and tariffs. Finally, the South Korean won is analyzed as a bellwether for the global economy, with attention to geopolitical issues involving North Korea.

How might the market react to a change in the US administration's stance on trade?

In what ways is the South Korean won influenced by global trade tensions?

What role does the geopolitical situation with North Korea play in the valuation of the South Korean won?