by Gerhard Massenbauer | Feb 24, 2026 | Analysis, General, Multi-currency
Economic growth in Asia remains strong and is gathering pace. Vietnam and India are experiencing the most significant growth, with rates exceeding 8%. Singapore and Malaysia are also growing at over 6%. Thailand and South Korea are at the bottom of the list, with...
by Gerhard Massenbauer | Feb 6, 2026 | Analysis, General, Markets, Multi-currency
Fourteen months ago, I anticipated a rise in Asian currencies and expected this to fuel a recovery, which would in turn fuel further growth. As far as the CNY was concerned, this expectation was essentially realised in 2024, but was completely reversed in anticipation...
by Gerhard Massenbauer | Nov 24, 2025 | Analysis, Markets, Multi-currency
While the EUR/USD exchange rate has remained relatively unchanged in recent weeks, the CNY, THB and, in particular, the MYR have strengthened against the USD, while the JPY and KRW have weakened. The USD is moving slowly but steadily downward. This should be...
by Gerhard Massenbauer | Oct 24, 2025 | Analysis, Markets, Multi-currency
There has been no change since last month’s assessment. Asian currencies remain strong against the US dollar, albeit less so than against the euro, which has appreciated more strongly than the Japanese yen, Chinese yuan, or ASEAN currencies this year. Apart from...
by Gerhard Massenbauer | Aug 18, 2025 | Analysis, Markets, Multi-currency
US Tariffs Have Not Yet Had an Impact Given the extent of U.S. intervention in international trade, it is surprising how little this intervention is reflected in the exchange rates of the U.S. dollar. The USD continues to weaken proportionally when compared to both...
