The document discusses the impact of the Japanese Yen (JPY) on Asian foreign exchange (FX) markets, highlighting the sensitivity of various currencies to the JPY and the influence of Japanese economic policies. It covers the performance of Asian currencies, particularly the USD/KRW, USD/SGD, and MYR/JPY pairs, and the effects of Japanese portfolio investments. The document also analyzes the potential for currency outperformance in Malaysia due to trade surpluses and portfolio rebalancing.
doj/DataSet10/EFTA01449247.pdf
{"title":"FX Blueprint Dashing Buck","key_people":["Sameer Goel","Mallika Sachdeva"],"document_date":"2013-05-16","document_type":"correspondence","key_locations":["Singapore","Malaysia","Korea","Japan"],"key_organizations":["Deutsche Bank","Bloomberg Finance LP"]}