I did a simple currency forecast on ASEAN currencies, using average forecast results from Purchasing Power Parity (PPP) and Interest … More
Category: Currency
How low, how high?
In spite of impending yield increase, the recent ‘debasement’ (or correction) of USD continues to puzzle. Common sense seems to … More
A Quick & Simple View On AUD
AUD/USD has been sliding consistently from the year’s highs and that broad downtrend remains very much in play. Relative interest-rate … More
Ringgit fairly valued?
KUALA LUMPUR: The ringgit is ”far from reflecting its fair value,” Bank Negara governor said, signalling a desire for the … More
Is KLCI Running Ahead Of The Ringgit?
One possible global macro tenet that relates to currency, equity and capital flows is that when the performance of equity … More
What Is Fair?
The Malaysian Ringgit has fallen significantly against the greenback, and Barclays expects the ringgit to weaken to as much as 5.0 … More
China’s Currency War
When China moves to lower the value of the yuan, others in the developing world follow suit. China’s currency moves … More
How Low Will Pound Go?
On 10 June 2016, I made a prediction on the outcome of the UK referendum which turned out to be … More
Export Stocks: Jumping On The Bandwagon
The Ringgit is weakening. Buy export stocks. Hang on, do we just jump on the bandwagon and chase after the … More
Real Interest Rate & Hot Money
Central banks have been cutting interest rates, with the latest moves by Japan and Sweden. The deliberate moves result in … More