Chúng tôi không chỉ là một nhà môi giới. Chúng tôi là một hệ sinh thái giao dịch tất cả trong một—mọi thứ bạn cần để phân tích, giao dịch và phát triển đều có ở một nơi. Sẵn sàng nâng tầm giao dịch của bạn?
Forex Flash: KRW tops attractive valuations in Asia - JP Morgan
FXstreet.com (Barcelona) - The biggest drivers in the ADXY in the coming quarters will be KRW, INR and IDR, considered as the best structural long-term value for a combined 25% of the basket, says JP Morgan strategist Daniel Hui.
Daniel notes: "KRW has one of the most attractive valuations among Asian currencies, and is well supported by large net inflows from both the current and capital account. In the past, FX policy had prevented KRW rebalancing through large reserve accumulation, but going forward we expect a greater amount of KRW structural revaluation to be realized."
With regards to INR and IDR, they now represent better value, Daniel says: "INR is now slightly undervalued on our metrics and is already attractive on long-term total return basis. IDR meanwhile will start catching up to then rest of the region this year, as domestic investment and import cycle eases, resorting the current account surplus."