Tag: nomura

Low FX volatility provides a relatively cheap hedging environment for corporate treasurers. Although bankers are feeling itchy, few have acted on it.

Aggregate export numbers from Asia ex-Japan turned South in July, against analyst expectations. On the positive side, the numbers are less severe than in 2008 and already are beginning to improve.

China’s banks’ purchases of US dollars maybe turning negative on a net basis, implying the dollars China raises through exports are no longer enough to cover its dollar import costs. Is China’s corporate sector witnessing a dollar shortage?

Japan’s parliament has approved two new nominees to the Bank of Japan, Nomura's Takahide Kiuchi, and Morgan Stanley MUFG Securities' Takehiro Sato. Both are favourable to monetary policy easing.