Japan Exports to U.S. Rebound in November as Tariff Impact Eases, Boosting BOJ Rate Hike Expectations 
Silver Prices Hit Record High as Safe-Haven Demand Surges Amid U.S. Economic Uncertainty 
Chinese Robotaxi Stocks Rally as Tesla Boosts Autonomous Driving Optimism 
Bank of Japan Poised for Historic Rate Hike as Inflation Pressures Persist 
Asian Currencies Trade Sideways as Dollar Weakens Ahead of Key U.S. Data 
Dollar Struggles as Markets Eye Key Central Bank Decisions and Global Rate Outlooks 
Singapore Growth Outlook Brightens for 2025 as Economists Flag AI and Geopolitical Risks 
Gold Prices Fall Amid Rate Jitters; Copper Steady as China Stimulus Eyed 
Asian Fund Managers Turn More Optimistic on Growth but Curb Equity Return Expectations: BofA Survey 
Asian Stocks Slide as AI Valuation Fears and BOJ Uncertainty Weigh on Markets 
The South Korean won is expected to weaken further versus the Japanese yen amid escalating external uncertainties including the U.S.-China trade tensions and Turkish political turmoil, according to the latest research report from Scotiabank.
The KRW will continue running an increasingly tight correlation with the CNH, while remaining susceptible to the Fed’s monetary policy stance, ongoing US-China trade war and geopolitical situation on the Korean Peninsula.
Additionally, the Bank of Korea (BoK) is expected to policy rate on August 31 to protect the nation’s financial stability as some members of the central bank have stressed the need to adjust accommodation according to the minutes of the July 12 policy meeting.
"In the medium term, we believe it would boost risk appetite should US-China trade tensions ease, particularly if taking account of China’s pro-growth policies that could lead to a rebound in the nation’s official manufacturing PMI and 10-year sovereign bond yield," the report commented.
