19 December 2024
Bigger Picture: What the next FOMC rate cut means for Asian markets

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1 August 2024
Bigger Picture: How will the latest Fed meeting impact Asian currencies?
Yeap Junrong speaks to Mitul Kotecha, Head of Asia FX and Rates Strategy, Barclays on what the FOMC's latest meeting means for Asian markets, how it will impact the Yen and other Asian currencies, and whether we can expect a soft landing in the US.
Presented by Yeap Junrong
Edited by Audrey Siek

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12 June 2024
Bigger Pic: Emerging markets outlook post-India elections
Mitul Kotecha, Head of Asia FX and Rates Strategy, Barclays discusses how investors should position themselves around India and the wider emerging markets, as uncertainty rises following the surprisingly narrow win by the ruling party. He also looks ahead to the FOMC meeting to analyze what has been priced in.
Produced/Presented: Ryan Huang

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15 December 2023
Bigger Picture: The potential winners and losers in the Asian FX space in 2024
Mitul Kotecha, Head of Asia FX and Rates Strategy, Barclays, weighs in on his shift towards a more dovish expectation with respect to Fed rate cuts in 2024; factors driving a rebound in the USD in Q1 next year; potential winners and losers in the FX space in Asia moving forward; the resilience of the Singapore dollar; and whether the Japanese yen will continue to remain strong.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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1 November 2023
Bigger Picture: Yen reaches 33-year low; where will it go from here?
Mitul Kotecha, Head of FX & EM Macro Strategy for Asia, Barclays, weighs in on the Bank of Japan's decision to loosen its grip on bond yields and why it didn't take more action; whether the BOJ will be less likely to intervene to buy bonds at the 1% mark and the implications on global bond markets; the future trajectory of the Japanese yen as it continues to fall; and whether the USD will witness any seasonal weaknesses towards the end of the year.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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1 February 2023
Bigger Picture: Slower rate hike penciled in, what's next for Fed?
Mitul Kotecha, Head of Emerging Markets Strategy, TD Securities, discusses how much recent signs of inflation data moderating will prompt the Federal Reserve to dial back on its rate hiking campaign after its February meeting.

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1 December 2022
Bigger Picture: China softens Covid-19 messaging
Mitul Kotecha, Head of Emerging Markets Strategy, TD Securities discusses how much optimism investors should price into a China reopening, and how much lower the recently weakening USD will drift in 2023.

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19 October 2022
Bigger Picture: Complicated outlook for the British pound
Mitul Kotecha, Head of Emerging Markets Strategy, TD Securities, discusses the issues weighing on the British pound, as well as what level Japanese authorities will be comfortable with for the yen, which is at 32-year lows and close to weakening past 150 per dollar.

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28 June 2022
Bigger Picture: Will emerging markets join the rate hike race?
Mitul Kotecha, Chief Emerging Market Asia and Europe strategist, TD Securities, discusses how much catch up emerging markets will have to and can do, with the Federal Reserve looking to frontload its rate hikes.

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4 May 2022
Bigger Picture: FOMC's biggest rate hike in 22 years expected
Mitul Kotecha, Chief Emerging Markets Asia & Europe Strategist, TD Securities discusses how aggressive the Federal Reserve will act in raising rates and reducing its balance sheet, as it seeks to front-end load rate hikes to catch up.

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16 March 2022
Bigger Picture: Will the FOMC dial back on its hawkishness?
Mitul Kotecha, Chief Emerging Markets Asia & Europe Strategist, TD Securities, discusses if the Ukraine war and a tailspin in commodity prices will make the Federal Reserve more cautious in its rate hike path this year as it gets ready to raise rates for the first time since 2018.

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28 January 2022
Bigger Picture: Markets finding feet post-FOMC hawkish meeting
Mitul Kotecha, Chief Emerging Markets Asia & Europe Strategist, TD Securities discusses what the topsy turvy week means for investors amid flattening of the yield curve and markers selling on the rally.

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14 January 2022
Forex Fridays: Does the Fed Change The Game for 2022?
The Fed's hawkish path for the year may shake things up for the US Dollar and the broader FX complex. Or will it? JP Ong spoke to TD Securities' Chief Emerging Asia and Europe Strategist on Forex Fridays about what this does to the broader Forex space, who might have to follow suit, and the SGD's path forward.

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17 December 2021
Bigger Picture: Central Banks tighten policy to address inflation
Mitul Kotecha, Chief EM Asia and Europe Strategist, TD Securities discusses the surprise decision by the Bank of England to hike rates for the first time since the pandemic and reviews how the major currencies will perform in 2022.

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21 September 2021
Bigger Picture: China Evergrande contagion for emerging markets
Mitul Kotecha, Chief Emerging Markets Asia and Europe Strategist, TD Securities previews the FOMC's meeting for potential tapering signals and how jitters around China's property sector will affect emerging markets.

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16 June 2021
Bigger Picture: Will the FOMC signal for tapering?
Mitul Kotecha, Chief emerging market Asia and Europe strategist, TD Securities, shares how rising inflation and a tightening jobs market will move the needle on rate hike timelines.

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18 March 2021
Bigger Picture: Fed holds dovish line, raises outlook
Mitul Kotecha, senior emerging markets strategist, TD Securities discusses how the latest Fed messaging will help lift markets, as well as what to expect around bond yields and its impact on the USD.

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28 April 2020
Bigger Picture: Reality check for markets soon?
Mitul Kotecha, Senior Emerging Markets Strategist, TD Securities, talks about how markets have gotten ahead of themselves despite the stream of bad economic data.

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