亚洲货币以显著涨势迈入明年第一季度：① 鉴于疫苗研发进展、全球更多刺激措施可能出台、拜登政府预期中的政策，亚洲货币应会以显著走强之势进入2021年第一季度。② 驻新加坡的分析师 Sonal Varma 和Euben Paracuelles、以及驻香港分析师 Ting Lu 在研究报告中写道，资金动态也构成有利，而估值也不大可能成为障碍。③ 韩元和印度卢比可能涨幅最大，菲律宾比索和泰铢的短线前景也看好。长期来看，对泰铢和印尼盾持更为谨慎的态度。④ 随着市场开始反映政策正常化预期，震荡可能在2021年下半年开始出现。对于部分亚洲国家货币政策可信度的担忧可能会导致其汇率/利率表现落后，例如印尼和泰国
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