Mitul Kotecha, Head of Asia FX and Rates Strategy, Barclays, weighs in on his shift towards a more dovish expectation with respect to Fed rate cuts in 2024; factors driving a rebound in the USD in Q1 next year; potential winners and losers in the FX space in Asia moving forward; the resilience of the Singapore dollar; and whether the Japanese yen will continue to remain strong.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)