高盛：美联储实现降息预期对亚洲货币有利

Core Viewpoint - The expectation of interest rate cuts by the Federal Reserve is favorable for Asian currencies, with a generally optimistic outlook for the coming months [1] Group 1: Currency Performance - Goldman Sachs predicts that the New Taiwan Dollar and South Korean Won will outperform other high-yield currencies such as the Singapore Dollar, Malaysian Ringgit, Indian Rupee, and Indonesian Rupiah in emerging Asian markets [1] Group 2: Bond Market Outlook - The anticipated Federal Reserve rate cuts are expected to benefit Asian bonds, with Goldman Sachs identifying high-yield markets like Philippine five-year bonds and Indian 30-year bonds as particularly valuable [1]