We Are Long Dollar Against Thai Baht, Says StanChart’s Devesh

The transcript discusses the impact of the FOMC meeting on the dollar, highlighting its neutral policy stance and resulting dollar strength. It explores the weakness in emerging market currencies due to local stories and global factors. The focus shifts to Asian market strategies, particularly the Thai baht and Korean won, driven by local economic conditions. The discussion concludes with an outlook on the Australian dollar, considering the Reserve Bank of Australia's potential actions and the influence of Chinese economic data.

What local stories are influencing the currency markets as mentioned in the text?

What are the expectations regarding semiconductor sales and their impact on the Korean won?