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IDR: Underperformance amid dovish stance – MUFG

The MUFG report highlights the expected underperformance of the Indonesian Rupiah (IDR) due to a dovish central bank stance and concerns regarding policy independence following recent appointments.
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South Korean assets: Resilience amid tariff hikes – BNY

BNY Head of Markets Macro Strategy Bob Savage discusses the impact of recent U.S. tariff increases on South Korean imports, which have risen to 25%. Despite initial weakness in the Korean Won (KRW), domestic sentiment and foreign equity inflows have helped stabilize South Korean assets.
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