We think the yields of long-dated local-currency government bonds in Asia will generally fall further by the end of next year, and that most regional currencies will continue to make ground against the US dollar. But we suspect some of the intra-regional trends of the past few weeks – especially the surprising underperformance of the yen – won't last.
In view of the broader interest, we are also sending this Global Markets Update to clients of our Asset Allocation and FX Markets services.
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