The document analyzes the correlation between currencies and equity markets, highlighting that INR, THB, and KRW are trading fairly to equities, while IDR and PHP appear overvalued. It also discusses FX regressions against financial variables, suggesting IDR and KAW may soon face official bids. The document includes tables showing offshore-onshore implied yield spreads from 2010 to 2015 and current spreads for various currencies.
documents/vol00010-efta01458680-pdf.pdf
{"document_type":"tabular","key_organizations":["Bloomberg Finance LP"],"reference_numbers":["DB-SDNY-0118697","SDNY_GM_00264881","EFTA01458680"]}