Fed watch, Japan’s rally, and Indonesia’s record run
It’s been a week of market milestones in Asia, from Wall Street optimism spilling over into Tokyo to Indonesia’s equity surge and Singapore’s brighter growth outlook. But how much of this momentum is real, and how much is just the market getting ahead of itself?
In this week’s Market Focus Weekly from The Business Times, host Emily Liu speaks with Gary Tan, CEO of Allspring Global Investments Singapore, about what’s moving the numbers and whether investors should brace for a change in direction.
Why listen?
The Fed’s next move and the 150-point cut chatter
A softer US CPI print has traders convinced a September cut is coming. But Tan explains why a 150-basis-point slash is unlikely without an economic shock, and posits what’s more realistic.
Japan’s rally and the policy cross-currents
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The Nikkei and Topix are climbing fast, boosted by governance reforms, a weak yen, and strong earnings. But with unusual public pressure from the US on Japan’s interest rates, how long can the momentum last?
Indonesia’s record-breaking run
Foreign funds are flooding back, macro indicators are stabilising, and the Jakarta Composite Index is flirting with all-time highs. Here Tan shares what’s driving the rally and whether in his opinion it’s built to last.
If you want the market signals without the noise, you’ll want to listen in.
Catch the full episode at bt.sg/podcasts or email your thoughts to btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Gary Tan, CEO, Allspring Global Investments Singapore
Edited by: Chai Pei Chieh & Claressa Monteiro
Produced by: Emily & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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