Deutsche Bank-Asia Macro Strategy Notes Whats next for the TWD-115232217
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- 📄 文件全名
- 《Deutsche Bank-Asia Macro Strategy Notes Whats next for the TWD-115232217.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- 1M NDF rallied by approximately 6.7%, while the USD/TWD spot rate plummeted
- by roughly 3% (Figure 1). This move exceeds even that observed during the bursting
- (roughly 7% of total lifers' assets), ongoing repatriation would add to TWD
- recent onshore visit, we estimate the hedging ratio to be ~57%, close to a
- declined. Based on our calculations, a 1% movement in the TWD equates
- 🏷️ 核心议题
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