Insights

 

FX Daily
March 07, 2016 Posted by

The USD is trading firmer with the market in modest risk off mode after China’s NPC ended with slight disappointment. 

 
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FX Daily
March 03, 2016 Posted by

The dollar traded softer against the majors and EM & commodities based currencies continue to outperform. 

 
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Advisories; Technology; Asia
March 01, 2016 Posted by
Steve Allan, head of SVB Analytics, and John Kinzer, managing director of SVB Asia Link, have been following China’s transformative innovation landscape in their respective roles at Silicon Valley Bank. In part two of their conversation on China, they discuss China's volatile economy and Chinese investments in the United States.
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FX Daily
February 29, 2016 Posted by

FX has been pulled in different directions this morning and the G20 meeting ended with no concrete measures. 

 
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FX Daily
February 26, 2016 Posted by

FX markets continue in risk on mode as crisis concerns fade with equities, oil ($33) and commodities are on the upswing. 

 
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FX Daily; FX Outlook; Asia
February 24, 2016 Posted by

Overview

  • The onshore RMB fix came out almost 1% stronger on Feb 15, 2016 at 6.5118.  After the fixing, RMB continued its rally to 6.4950 – making it the biggest one day gain in 10 years.
  • PoBC Governor Zhou pushed back on expectation of a sharp devaluation and tightened capital controls. 
  • Downgrading of Fed hike expectation and additional quantitative easing by Bank of Japan (BoJ) and European Central Bank (ECB) suppress G3 rates outlook which in turn may give some much needed breathing room for the RMB.     
  • Capital outflow remains a key concern that could exasperate further currency weakness.  The saving grace is what still looks like a healthy trade surplus.  
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Advisories; Global Edge; Technology; Asia
February 23, 2016 Posted by
Steve Allan, head of SVB Analytics, and John Kinzer, managing director of SVB Asia Link, have been following China’s transformative innovation landscape in their respective roles at Silicon Valley Bank. They recently sat down to share perspectives on China’s growth, drivers and challenges for their innovation economy, and what’s driving Chinese investment activity.
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FX Daily
February 22, 2016 Posted by
Risk appetite returns as oil prices rockets over 7% and equities rally with bank and energy stocks outperforming.
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