Currency

Looking for Emerging-Market Opportunities? Go Local.
Fragile No More: Emerging Opportunities in Currencies and Bonds
When Volatility Spikes: Hedge Your Global Bonds
Follow the Dollar: It’s Heading for China
Carry Trade’s Long Winning Streak Fades—for Now
China Deserves More Credit than Blame
Fundamentals and Policy Keep RMB Afloat
China Officials Dig in on Stronger RMB
Cutting Through the Currency Fog

History and Policy Point to Renminbi Rally

Many investors are worried about the future path of the Chinese currency after its sharp depreciation earlier this year. Based on fundamentals and the expectation that China will stick to its foreign-exchange policy, we think the currency has reached a fork in the road and is likely to rally.

Currency


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RMB Hits a Speed Bump—for Now

The notion that China’s currency, the renminbi (RMB), is on a long-term path of appreciation appears in question after its sharp decline since February. We think that the setback is only temporary—and that the currency will resume its climb in a few months.

Currency


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Is Asian Turbulence a Win for China?

While this week's sell-off in Asian currency and bond markets does not, as yet, amount to a crisis in our view, it is obviously cause for concern. At this stage, we think two outcomes are likely: one is that central banks and supranational funding agencies will work together to avert a full-blown crisis; the other is that China will emerge with its power and prestige as a regional financial powerhouse considerably enhanced.

Currency, Economics


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