البنوك
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Taiwan: Undervalued TWD with rotational flows – BNY
Geoff Yu at BNY notes that Taiwan’s strong equity performance in 2026 has coincided with net institutional outflows, mainly from…
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Singapore Dollar: Gains momentum against US Dollar – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong highlight that USD/SGD has eased as US Dollar (USD) momentum softened…
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Thailand: AI-linked momentum but 2027 slowdown – HSBC
HSBC notes that Thailand’s 1Q26 growth beat expectations on the back of strong electronics exports and robust private investment and…
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South Korea: Exports and inflation support rate hike path – DBS
DBS Group Research’s Ma Tieying expects South Korea’s June exports to remain very strong, with year-on-year growth around 50–60% and…
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Chinese Yuan: Weakness against US Dollar seen as corrective – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong note USD/CNH’s recent run-up has stalled, with the pair around 6.8020…
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الروبية الهندية: أداء ضمن نطاق محدد مع تدفقات رأس المال إلى سوق الديون – سوسيتي جنرال
يشير محللو «سوسيتي جنرال» إلى أن الروبية الهندية (INR) تداولت بشكل عام دون تغيير خلال الأسبوع، لكنها تفوقت في أدائها على العملات المماثلة في المنطقة بفضل…
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Gold: Steadies after sharp correction – ING
ING strategists Warren Patterson and Ewa Manthey observe that Gold stabilized after dropping below the $4,000/oz mark earlier in the…
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Australian Dollar: Still in weak phase against US Dollar – UOB
United Overseas Bank’s Quek Ser Leang and Lee Sue Ann note AUD/USD remains under pressure after an impulsive decline, though oversold conditions…
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US Dollar: Strength extends as growth holds – Commerzbank
Commerzbank’s Volkmar Baur notes that despite easing Oil prices and lower inflation expectations, market pricing still anticipates at least one…
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Equities: Tech selloff spreads despite chip strength – Deutsche Bank
Deutsche Bank strategists note that tech weakness extended from the Magnificent 7 and Apple into Asian markets, weighing on risk…
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