Suy nghĩ về sự ổn định của tiền tệ EM vào cuối năm

A broad 3-5% weakening seems plausible, especially if the Fed maintains its hawkishness. While some EM fundamentals look better, the capital flight risk from geopolitical jitters is a real concern and could easily outweigh local improvements.

That's a solid point about the Fed's stance creating downward pressure. I wonder how much of that is already priced in, though? We've seen some resilience from a few EM currencies despite the hawkish rhetoric.

เป็นไปได้เสมอแหละครับเรื่องค่าเงินอ่อนตัว แต่ส่วนตัวคิดว่านักลงทุนคงจะปรับพอร์ตไปเยอะแล้ว ถ้าจะมีก็คงไม่เยอะเท่าที่คุณกังวลหรอกมั้งครับ