墨西哥、智利、哥伦比亚货币延续跌势，跌至盘中低点。 ...

美国就业数据公布后，新兴市场货币指数回吐涨幅。 ...

Group 1 - Asian markets opened lower on Monday, with both currencies and stock markets declining due to heightened investor panic following the U.S. attack on Iran, which has raised concerns over potential disruptions to Middle Eastern energy supplies [1] - The South Korean won led the decline among Asian currencies, contributing to a 0.3% drop in the Bloomberg Asian Dollar Index, while the Indonesian rupiah also weakened, prompting the central bank to intervene in the market [1] - Brent crude oil prices are nearing $80 per barrel, leading to inflationary pressures globally and impacting economic growth, particularly for net oil-importing Asian currencies [1] Group 2 - The 30-day correlation between Brent crude futures and the Asian Dollar Spot Index has reached -0.45, the most negative since March 2022, indicating potential risk linkage effects [2] - According to Wells Fargo, the Indian rupee, South Korean won, Thai baht, and Philippine peso are likely to be the most affected currencies, with concentrated long positions in the won and baht potentially leading to short-term weakness [2] - Concerns over the U.S. potentially revoking export exemptions for technology to China have led to significant sell-offs in chip stocks, particularly impacting the Taiwanese stock market [2]

明晟公司（MSCI）：韩国没有离岸货币市场，且在岸货币市场仍然存在限制。 ...