Reports
9 January 2018

Asia: The easy bit is over

Asian FX faces a more challenging year than the previous one unless the stars come into perfect alignment. We think that is unlikely

Executive summary

  • Asian exporters have performed well this year, but may face some headwinds in 2018 if oil prices turn lower and Middle East demand for Asian exports soften
  • Outperformers in the FX space should be KRW – buoyed by Korea’s market leader position in the semi-conductor sector.  MYR should continue its recovery
  • The INR and, in particular the PHP, should prove the underperformers as their external positions deteriorate through 2018

This report is part of our 2018 FX outlook published December 2017 

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