FX Dashboard: Updating the Winners and Losers in the EM Turnaround
We identify the currencies that have outperformed and underperformed with the dollar depreciating since the end of March and place our outstanding...
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The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
215 Views
FX Dashboard: Hungary’s Outperformance Is Playing Catch-Up
In this note, we go over the rationale behind the recent outperformance of the Hungarian forint and make the case that the currency can continue to...
142 Views
Indonesia: Bungled Messaging Aside, Tax Measures Do Not Go Far Enough
The government released details on the proposed tax measures as it clarified that another tax amnesty is not on the cards. The measures are revenue...
181 Views
FX Dashboard: Which Currencies to Target in a Carry Trade Environment?
If the dollar moves sideways for the time being, as we expect, then it should lead to a carry trade environment. We identify the best EM currencies...
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