Kiran Kowshik - UniCredit Research

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Last quote by Kiran Kowshik

Over the last three weeks, our official line has been stay away from dollar/EM as there is some uncertainty on the U.S. fiscal and monetary front ... and the market is wondering who next Fed chair will be. Positioning in long EM FX is quite stretched.feedback
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Oct 17 2017 RMB
We found 12 articles in which Kiran Kowshik said something. The most recent Kiran Kowshik’s quote is: “For the peso, the market had largely priced out any risk of trade protectionism, which is why you have seen a very strong rally (this year). But with Trump up against the wall, finding it tough to do anything on the likes of tax reform, he is looking for other things to do. So you've seen sanctions against companies in Russia, and now there is more hardline rhetoric on the trade side.”. In addition, all sources we refer have quoted Kiran Kowshik 23 times. On this page, you will find all of Kiran Kowshik’s quotes organized by date and topic.
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Kiran Kowshik quotes

Mar 03 2017 - Snapchat

The EM rally has hit a bit of a speed bump. The market is moving to price in a hike in March following the recent comments from Fed officials, that's driving a retreat in some emerging market currencies.feedback

Feb 23 2017

The budget went without any accident. Ratings agency S&P said it seems to tick all the right boxes as of now. The market is probably trying to price in that you won't get a June downgrade. That was a big concern for the market and that's coming off.feedback

Feb 23 2017

Global data is still looking quite strong and that bodes well for EM as a whole. Iron ore is still trading quite strong - so long as the global economy is showing signs of recovery, we really like the commodity exporter currencies.feedback

Feb 13 2017 - Oil

(Rouble strength) is mostly because of oil, which continues to be well-supported, but also now many people are coming to realise that the dollar purchases in the grand scheme of things won't make a huge difference. Many people thought there would be 5-10 percent upside on dollar-rouble due to the purchases, probably many short rouble positions were built, and those may be getting unwound.feedback

Jan 11 2017

It's January, but the lira has gone through most people's year-end forecasts. I think it can keep weakening if the central bank doesn't do something as flow pressures will work against it. At the end of the day they need to get real rates significantly higher ... They need to do in one shot and they need to do it quickly.feedback

Oct 04 2016 - Turkey

Emerging currencies were doing well for a while, driven by the low-for-longer theme, re-flattening of (developed) yield curves and energy prices being better supported. But now we have some idiosyncratic stories linked to politics. That's why Turkey is underperforming.feedback

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