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Asia FX: Rotation away from AI trades – Societe Generale

Published by FXStreet · Spain 10 h ago
Asia FX: Rotation away from AI trades – Societe Generale
FXStreet

Detailed summary

Societe Generale’s Kenneth Broux details a notable rotation in Asia FX positioning away from AI-linked themes. Short New Taiwan Dollar (TWD) positions are at a 2.5‑year high, long…

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