Point72’s Drossos Sees AI Boom Driving Gains in Asian Currencies

Asian currencies from economies tied to the artificial intelligence boom are poised to benefit the most against a sliding dollar next year, according to Sophia Drossos, a strategist and economist at Point72 Asset Management.

Drossos said the dollar will continue weakening going into 2026 — albeit at a slower pace than the 7.1% fall so far this year. The beneficiaries of that decline, she said, will likely come from Asian countries whose currencies have lagged big AI-related equity rallies.