新台币领军狂升4% 亚洲货币涨势恐未结束

Core Viewpoint - The Asian currency rally, led by the New Taiwan Dollar, is likely to continue as investors bet that the worst impact of tariffs has passed, with potential concessions from both negotiating parties in the coming months [1] Currency Performance - The New Taiwan Dollar appreciated by 4% against the US Dollar, reaching 29.79 TWD shortly after the market opened [1] - Other Asian currencies have also seen significant appreciation due to the weak performance of the US Dollar, prompting central banks to intervene to prevent excessive volatility [1] Economic Outlook - Goldman Sachs analysts, led by Kamakshya Trivedi, indicated that the pressure on the US Dollar, combined with rising recession risks in the US, may lead to lower interest rates [1] - This shift in the economic landscape alters the risk and reward structure for Asian exporters holding US Dollar deposits [1] Future Predictions - Goldman Sachs forecasts continued appreciation of Asian currencies, including the Renminbi, New Taiwan Dollar, and Malaysian Ringgit [1]