The Asia Cross Asset Podcast focuses on the potential impact of Sanae Takaichi's election as President of the Liberal Democratic Party on Japan's economic policy and markets. The discussion covers Takaichi's fiscal policy proposals, the Bank of Japan's independence, currency market dynamics, and potential interventions. Panelists discuss the possibility of Abenomics 2.0, the influence of positioning on currency moves, and the factors driving equity rallies, while also considering the risks of excessive yen depreciation and political instability.
Sign in to continue reading, translating and more.
Continue
