Posts Tagged ‘intervention’

Strong Yen ‘Not Necessarily To Japan’s Advantage’

In case you’re wondering about the sarcasm in the title, I am paraphrasing Emperor Hirohito’s World War II surrender speech, when he said that ‘the war situation had developed not necessarily to Japan’s advantage’. That was, of course, the biggest understatement I can think of, but the yen’s ascent to a fresh 13-year high of… [Read more]

South Korea: A Collapse Of The Won?

One of the currencies that I am watching most closely right now is the Korean won. Currently trading around KRW1,050/US$, I see the risk of an extended fall to KRW1,200/US$, or even beyond. The currency has been suffering all year, due to trade deficits derived from high oil prices, and massive selling of Korean shares… [Read more]


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