This report highlights a bearish outlook for the Indonesian rupiah amid external geopolitical and yield-driven pressures. Meanwhile, it maintains a neutral stance on Malaysian monetary policy and notes strong AI-led export growth in Taiwan.
Key Takeaways
- 1.The balance of risks remains tilted toward further Indonesian rupiah weakness due to external pressures like Middle East geopolitical tensions and high US yields.
- 2.Bank Negara Malaysia (BNM) is expected to keep the Overnight Policy Rate on hold at 2.75% for the rest of 2026.
- 3.Taiwan's exports show strong momentum driven by AI demand, though the Taiwan dollar remains weak.
Table of Contents
- Market Highlights
- Ahead Today
- INDICATIVE RATES 9-Jul-2026
- FOREIGN EXCHANGE
- OTHER INDICATORS
- Disclaimer
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Authors
Lloyd Chan
Securities
USDIDR
Themes
AI-led Semiconductor DemandEmerging Market Status RiskGeopolitical Tensions
Regions
Asia PacificMiddle EastIndonesiaMalaysiaTaiwan