📺 On Bloomberg Insight with Haslinda Amin, our partner Polka Mishra shared why this is one of the most complex environments central banks, and investors have faced in years.
“It’s not just inflation, it’s not just unemployment, it’s all these global challenges that are making life very, very difficult for central banks.”
From oil-driven inflation and diverging rate paths to fragile currencies and political shocks, central banks are reacting to a broader set of risks.
One clear shift? Investors are moving.
“De-dollarization will continue… we’re seeing that from our investor base as well, looking to diversify away from dollar.”
With the US slowly losing its safe haven status, flows are finding their way into currencies like the Swiss franc, Norwegian krone and even yen.
While Asia isn’t insulated from these global pressures, its underlying fundamentals, in markets like India, offer selective strength.
🎯 At Javelin, we help clients understand these signals and stay positioned for resilience not headlines.
Watch the full interview here: https://www.bloomberg.com/news/videos/2025-06-20/insight-with-haslinda-amin-6-20-2025-video