Independent Strategy

Post-pandemic policy normalisation and the tale of two currencies (or more)

We divide our long currency portfolio into two categories: the “Laggards” who should normalise policy but won’t (US dollar, British pound, Aussie dollar); and the “Peloton” who will tighten soon (Taiwanese dollar and Norwegian krone). In this piece we explain why long Taiwanese dollar is being added and why the Indian rupee is the short counterpart.

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