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Asia FX: Investors rotate away from AI trades – Societe Generale
Short New Taiwan Dollar (TWD) positions have reached a 2.5‑year high, while long South Korean Won (KRW) positions have been reduced and bearish Indian Rupee (INR) bets have moderated. Societe Generale’s Kenneth Broux highlights these changes as part of a notable shift in Asia FX positioning away from AI-linked themes.
KRW outperforms as TWD and INR positioning shifts
"The rotation in Asia FX away from AI is notable, with leveraged accounts lightening up on TWD and KRW."
"According to the latest Reuters FX survey, rotation continues within Asia. Short TWD positions rose to a 2 1/2-year high, long KRW positions nearly halved and bearish INR positioning eased materially."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Find out more.)
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