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18/07/2023, 11:10
What to see from certain market positions?
We can make the case that positioning in some markets has been overextended.
- SEARCH RESULTS FOR KEYWORDS "dollar"
17/07/2023, 11:30
Will the Fed hike rates at least once more?
Since the US CPI fell significantly in June, the FED might only raise interest rates once more.
10/07/2023, 11:13
The pound’s rally might not occur again in 2H23
Many analysts have been quite optimistic for the pound this year. But while this view seems to be playing out, there are aspects of what’s been happening recently that...
07/07/2023, 11:31
Another angle on de-dollarisation
As far as we can tell the vast bulk of the argument relating to de-dollarisation and its possible role in reducing the value of the dollar has been couched in terms of...
04/07/2023, 11:54
Will the US dollar move by the end of the FED’s tightening cycle?
The US dollar continues to trade in a stable fashion against other major developed currencies. With volatility falling, it has given room for riskier developed and...
02/07/2023, 02:00
Billions of US dollars from RoK expected to head to Vietnam
Investment from the Republic of Korea (RoK) in Vietnam is expected to accelerate in the near future, including many large-scale projects worth up to billions of US...
28/04/2023, 08:38
De-dollarisation: Be careful what you wish for
There has been a lot of talk recently about de-dollarisation. However, you should be careful what you wish for.
17/04/2023, 11:33
How will the US dollar move if the FED pauses rate hikes?
We are talking about the day when the Federal Reserve clearly indicates that it thinks it has reached the peak, or the pause point, on policy rates. For at this time,...
05/04/2023, 11:17
How will the US dollar move following the banking crisis?
Should perceptions change, and funding strains tighten financial conditions, the US dollar will likely rise.
04/04/2023, 12:00
The US dollar’s slide is about to start?
Many financial experts forecast that the US dollar could go down strongly over the long term. This being said, the Standard Bank remains reticent to believe that a...
03/04/2023, 11:22
Will de-dollarization push down inflation?
We have talked a lot in recent years about two forces pushing up inflation: deglobalization and demographics, or the two Ds, as we’ve called them. But could there be a...
24/03/2023, 02:00
Striving to 2030 to have more than ten "billion dollars" export product groups
Deputy Prime Minister Tran Hong Ha signed Decision 165/QD-TTg, approving the Project on restructuring the Industry and Trade sector for the period to 2030.
22/03/2023, 11:50
How will banking risks affect the US dollar?
The FX markets still seem somewhat undecided about the ramifications of the banking strains that have gripped Europe and the US. But, whatever happens, it does not look...
01/03/2023, 11:20
Will the Canadian dollar keep outperforming?
There’s only one G10 central bank that has paused its rate hikes, and that’s the Bank of Canada. But far from crush the Canadian dollar, the currency is just about the...
28/02/2023, 02:00
Domestic digital companies urged to go global to tap into trillion-dollar market
The conference “Vietnamese digital companies going global: Global digital cooperation – Trusted partners in building the digital world” was part of the campaign to...
27/02/2023, 11:28
Doubts about the US dollar's dominance
The dominance of the US dollar in the global financial system has often been questioned - and routinely rebuffed.
16/02/2023, 11:08
Why do many investors stay away from US assets?
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
13/02/2023, 11:15
How will the US dollar move if the US defaults?
If the debt ceiling binds, and the U.S. Treasury does not have the ability to pay its obligations, the negative economic effects would quickly mount.
10/02/2023, 11:24
Concerns about the US dollar’s global role
There seems to be a never-ending debate about the possibility that the US dollar’s global role is declining, or will decline in the future.
09/02/2023, 11:11
What is the correlation between the US dollar and equity markets?
As far as we can see surveys of investors appear to show a clear preference for international equities over those in the US. This can change, of course but, if it does...
08/02/2023, 11:17
Can the US dollar keep going up?
The US dollar surged, and now many must be wondering whether the dollar will enter an uptrend that could even recapture all the losses made in recent months.
16/01/2023, 11:17
What currencies to invest in for 2023?
We spoke about our forecasts for the US dollar this year and where they stood in relation to the market consensus. Today, we want to look at some of what we might...
