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Wealth Tracker: Why are Asian currencies favoured over high-yielders right now?
Lombard Odier’s latest FX and commodities outlook maintains a negative stance on the US dollar, driven by structural imbalances and shifting global dynamics. Despite resilient US data, the dollar’s strength is expected to fade as the Federal Reserve eases policy and its yield advantage narrows. Against this backdrop, Asian currencies are coming into sharper focus, particularly those supported by strong current account positions, such as the Chinese yuan and Thai baht, while higher-yielding currencies like the Indian rupee and Indonesian rupiah may continue to face pressure. On The…
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