Capital Currents·Oct 24Japan's carry trade unwinds as yen strength redirects $4 trillion in global capitalThe Bank of Japan's rate hike and AI stock volatility have forced the world's biggest currency bet into reverse, sending ripples through…
Capital Currents·Oct 15China's exporters are dumping dollars, and beijing is letting themChinese corporates converted a record share of their trade surplus into yuan this year, while the PBoC trimmed US Treasury holdings for a…
FinSage Insights·Oct 10Macro Signals from the Fed: FX Risk & Corporate Balance Sheet StrategyIf you have spent the last few days constantly refreshing financial news, staring blankly at the Federal Reserve’s latest rate decision…
Capital Currents·Oct 5Profit shifting, not tariffs, is rewiring currency flowsWhere multinationals book their profits now determines which currencies absorb the capital — and the OECD's 15% minimum tax is pushing that…
Livia·Sep 30The Economy Keeps Growing Above 5%. So Why Is Foreign Money Still Cautious In Indonesia?Many people believe steady growth automatically attracts foreign money.A response icon2
