asia

25 July 2026
MUFG Sees MAS Holding July Policy With Hawkish Bias, Backing Singapore Dollar Strength

MUFG expects MAS to hold July policy with tightening bias, supporting SGD; traders eye USD/SGD downside.

25 July 2026
Emerging markets weather Middle East energy shock as AI exports support Asia and growth cools in 2026

Emerging markets weather energy shock; Asia diversifies fuel, AI boosts exports, but growth slows and volatility rises.

24 July 2026
Chinese banks curb retail paper gold trading, raising questions over price discovery and physical premiums

Chinese banks halt retail paper gold trading, tightening Asian liquidity and intensifying divergence between Western derivatives and physical prices.

24 July 2026
BNY’s Yu Says $95 Oil May Strain Asian Importers but Buffers Limit Crisis Risk

Oil at $95 strains Asia importers, but strong buffers limit crisis risk; watch KRW/TWD outflows, reserves.

23 July 2026
US Futures Dip as Alphabet Lifts 2026 Capex, Oil Near $100 Raises Funding and Margin Strain

US futures dip as Alphabet boosts 2026 capex; Asian chips rally; Brent nears $100, spurring hedging.

23 July 2026
South Korea Q2 GDP beats forecasts, bolstering won and stoking bets on higher bond yields

South Korea’s Q2 GDP rose 0.6%, beating forecasts, boosting won outlook, yields, and tech-heavy equities.

23 July 2026
South Korea’s July exports cool as BoK rate hike and hedging flows lift won outlook

Exports surged 52.3% in July; BoK raised rates to 2.75%. Strategy: short USD/KRW, bullish KRW.

23 July 2026
UOB Sees USD/CNH Consolidating as Downside Momentum Fades, 6.7600 Target Still in View

UOB sees USD/CNH consolidating near 6.7635–6.7755; downside bias persists toward 6.7600, capped by 6.7820 level.

22 July 2026
MUFG Warns Tariff Shift May Lift FX Volatility, With USD/Asia Seen Most Vulnerable

MUFG warns Section 122 expiry may revive tariff uncertainty via Section 301, boosting FX volatility, especially USD/Asia.

21 July 2026
US and European shares slip on geopolitical jitters as Asian markets rebound after recent sell-off

US, European stocks fell on geopolitical uncertainty and higher yields; Asian markets rebounded, led by Korea.

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