China & USA Pressures ASEAN Currencies

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Trump Tariffs. Inflation Reginited. China Struggles. Currencies at multi-year lows. In this video, we explain what could happen to ASEAN currencies in 2025.

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Thank you, JinD, for valuable info...

didayana
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That's why they should all join the BRICS.

sensean
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US Treasuries are stubbornly high because big holders of US debt are losing faith in the USD and concerned about its escalating debt. Not to mention the way the US govt weaponises the USD against other countries. I agree gold will go up relative to USD, particularly with China and India increasing their gold purchases to hedge against US hegemony. The only way for US to attract buyers of its paper is to pay more interest. The other asset that will likely go up relative to USD is crypto. I am in the midst of diversifying and have rotated out of US equities. It has been a good run in 2024 !

Nuketay
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Hey JinDao I JUST JOINED YOU ARE GREAT AT EXPLAINING!!!…I’m a Singaporean living in Japan….trying to UNDerstand the “yen-carry-trade” …is it over? Has the BOJ rate hike .5% placed a final dagger in it or is it being redesigned into “reversed carry trade” where P Schiff talks of investing in weaker currencies…weaker then yen? Like bhat?

ronnie.
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Great stuff Jin! is this part of the reason why the Aussie dollar is weak?

chiwan
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