Asian markets go into the new week on the front foot, supported by the weaker dollar, an ongoing rebound in China, and a wider switch into global assets as investors rotate out of the ‘U.S. exceptionalism’ trades that served them so well last year. The main calendar event is fourth-quarter GDP data from Japan. The dollar is at a two-month low, dragged down by the delay in the Trump administration’s tariff proposals actually being implemented.Read More
Morning Bid: Dollar, tech and tariff delays fuel rotation plays
