BoA Merrill raises spectre of long-term US dollar depreciation

The bank expects Asian currencies to see moderate appreciation against the dollar in 2011, but concerns over the sustainability of the US fiscal position could mean dollar depreciation down the line.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
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November 2016 Magazine
AsianInvestor Magazine