Category Archives: South Korea

Chart Of The Day: Emerging Markets Currency Wars Landscape

This is interesting:

2013.03.06.Swan FX Diagram

2013.03.06.Swan FX Table

And here’s an explanation of what we’re looking at:

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Samurai bonds = the New Black

What do Poland, South Korea and Mexico have in common? Apart from an OECD membership, each successfully placed a samurai bond issue in the past month. First let’s look at the tale of the tape and then we’ll think about why any of this matters:

Sources: S&P, Bloomberg, Bloomberg, FT

Ok, so what?
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