Investors Have to Be Quite Selective With EM Currencies: UBP's Kinsella

The transcript discusses the implications of China's currency status and trade deal, highlighting market reactions and the appreciation of the yuan. It examines economic data, dollar weakness, and global economic trends, including the Fed's rate policies. The discussion also covers Thailand's currency situation and potential policy interventions by the Bank of Thailand.

What factors contributed to the surprise in the currency markets according to the text?

How does the speaker perceive the impact of the trade deal on the yuan?

Discuss the implications of the Fed's rate-cutting cycle mentioned in the text.

What are the potential risks associated with the current state of the dollar as described?

What is the significance of the Bank of Thailand's readiness to use additional measures?

How do the speakers view the performance of emerging market currencies in 2020?

What are the contrasting views on the strength of the Thai baht as discussed in the text?