Two key themes from our Asia 2025 FX Outlook - the possible FX outperformers in Asia and how Trump 2.0 will likely focus on the Chinese-linked supply chain this time
Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1
Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia discusses two key themes, the possible outperformers, PHP and INR, and also how Trump 2.0 will likely focus on the Chinese-linked supply chain this time around and thereby impact Vietnam.
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