The document discusses the impact of large policy divergence on USD/CNY, predicting further upward pressure due to narrowing rate differentials and FX outflows. It highlights the potential for RMB weakness in the first half of the year and suggests investment strategies to capitalize on this trend. The document includes data on foreign claims and outflows from China, with a focus on the economic relationship between the US and China.
documents/vol00010-efta01459699-pdf.pdf
{"title":"FX Blueprint: Forever Young","key_people":["Perry Kojodjojo","Sameer Goel","Mallika Sachdeva"],"document_date":"2016-01-12","document_type":"tabular","key_locations":["Hong Kong","Singapore"],"key_organizations":["Deutsche Bank","Bloomberg Finance LP","CEIC","Haver Analytics","BIS"]}