Group 1 - The core viewpoint is that Asian currencies, particularly those of China and South Korea, are expected to benefit significantly from the weakening US dollar, which is projected to continue until 2026 [1][2] - The US dollar has depreciated by 7.1% this year, and while the decline is expected to slow, the trend will persist, making Asian currencies potential winners [1] - The South Korean stock market has surged approximately 70% this year, and the Chinese stock market has risen over 35%, yet their currencies, the won and yuan, have not appreciated correspondingly, indicating potential for future gains [1] Group 2 - The South Korean won has only increased by about 1% in 2025 after four consecutive years of decline, while the offshore yuan has risen over 3%, ranking fifth among Asian currencies this year [2] - The easing of US-China trade tensions and the potential for the Federal Reserve to lower interest rates in December could further weaken the dollar [2] - Despite strong performance in the US economy, other countries are showing even better results, leading global investors to seek valuation advantages in these markets [2]
AI热潮下一站：对冲巨头Point72锁定中韩等亚洲货币为明年最大赢家
Zhi Tong Cai Jing·2025-11-14 07:43