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Listen "The Weekly FX Navigator (18 May 2021): A ‘buy-on-dip’ approach to commodity-linked FX"
Episode Synopsis
As the debate around the return of inflation rages, we see near-term price pressures and talk of a gradual unwind in monetary policy stimulus in several Developed Markets as an affirmation of improving underlying fundamentals. Therefore, we would use pullbacks to add exposure to commodity-linked currencies such as the AUD and CAD.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
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