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Recent Posts by davin

Commerzbank says Malaysia’s January exports rose 19.6% year on year, boosting the ringgit, led by electronics, with growth moderating in 2026

Malaysia’s exports just surged 19.6%, lifting the ringgit and drawing foreign inflows. But rising coalition tensions threaten a sudden mood swing—making FX volatility hedges wise even as growth stays strong. – vtmarketsmy.com

Deepali Bhargava says India benefits from the US tariff reset, easing burdens and strengthening ongoing trade negotiations

Tariffs are easing for India: Trump cut duties to 18% and IEEPA surcharges vanished, boosting trade talks and stability. Lower volatility lifts Nifty sectors, steadies USD/INR, but new negotiations could jolt markets. – vtmarketsmy.com

Bob Savage at BNY sees North Asian currencies supported by easier policy, fiscal growth, and AI exports

Asia FX looks resilient as easy policy, fiscal support, and booming AI/semiconductor exports lift CNY, TWD, KRW, MYR. Watch oil: high crude strains importers (INR, THB, PHP) and keeps JPY volatile. – vtmarketsmy.com

USD/CAD holds near 1.3665 amid a weaker US dollar and cheaper oil, staying below 1.3700

USD/CAD hovers near 1.3665 below 1.3700 as tariffs and Fed signals soften the Dollar. Stronger oil boosts CAD, making cheaper options attractive for a move toward 1.3350. – vtmarketsmy.com

Trade fears return after Trump’s tariff stance as AUD/USD dips and the Australian dollar weakens against the US dollar

AUD/USD slipped to 0.7051 after topping 0.7100 as tariffs reshaped markets. The dollar steadied, Fed cuts look delayed, Australia data looms, and synchronized slowing favors volatility strategies. – vtmarketsmy.com

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