UBS Equities-Global Strategy _USDAsia The lost smile_ Arora-109807581

报告摘要

Global Research and Evidence Lab USD/Asia: The lost smile? Asia FX vs. Equities - A 5 sigma divergence

核心要点

12 August 2024

报告信息

文件全名: 《UBS Equities-Global Strategy _USDAsia The lost smile_ Arora-109807581.pdf》
适合读者: 战略规划行业研究员
核心数据: EM Asia currencies have been inversely correlated to equities with an R-Squared of 50%.
Meanwhile, the expected risks from potential tariffs , and a 5-10% CNY weakness in ‘25
further ~1-2% gains in lagging Asian currencies like TWD, and potentially PHP. Viceversa, be careful of too good news; which could arguably pare back some of the hopes
Figure 2: Despite EM Asia equities’ ~5% weakness last
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常见问题

《UBS Equities-Global Strategy _USDAsia The lost smile_ Arora-109807581》主要包含哪些内容?

Global Research and Evidence Lab USD/Asia: The lost smile? Asia FX vs. Equities - A 5 sigma divergence核心数据:EM Asia currencies have been inversely correlated to equities with an R-Squared of 50%.;Meanwhile, the expected risks from potential tariffs , and a 5-10% CNY weakness in ‘25;further ~1-2% gains in lagging Asian currencies like TWD, and potentially PHP. Viceversa, be careful of too good news; which could arguably pare back some of the hopes。

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覆盖 2024 年,全文约 8。

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