Japan’s election, Greenland’s takeover and Asia’s market resilience
From Japan’s bond shock to Greenland geopolitics, Asian markets stay resilient as political risks pile up. Emily Liu finds out why.
Emily Liu
Global markets navigated another volatile week, with snap elections in Japan rattling government bonds and fresh geopolitical threats from Washington briefly unsettling investors. Yet once again, markets recovered quickly. In this episode of Market Focus Weekly, host Emily Liu speaks with Pete Tan, portfolio manager at PhillipCapital, about how investors are pricing political risk in an era of constant uncertainty. The discussion spans Japan’s bond sell-off, resilient Asian equities, and why markets increasingly shrug off geopolitical shocks.
Why listen
- Japan’s political wildcard What’s at stake in Japan’s snap elections, and why rising debt and fiscal stimulus are pushing long-dated bond yields higher.
- Bond volatility and opportunity Why Japanese government bonds (JBGs) are suddenly attracting investor interest — and what Singapore investors should watch as JGBs begin trading on SGX.
- Markets vs geopolitics Why the latest US-Greenland tariff threats barely rattled markets, and how investors are learning to trade political U-turns.
- Asia’s equity resilience Why Asian stock markets are rallying even as regional currencies weaken against the US dollar.
- China’s AI momentum Is the surge in Chinese tech and AI-related stocks a short-term trade, or part of a deeper structural shift?
Subscribe and listen to more episodes of Market Focus Weekly from The Business Times. Feedback and questions can be sent to btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Pete Tan, portfolio manager, PhillipCapital
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Edited by: Chai Pei Chieh & Claressa Monteiro
Produced by: Emily Liu & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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ABOUT THE PODCAST
Market Focus Weekly distils the week’s key market moves and economic drivers across Singapore and the region. Hosted by Emily Liu, it delivers expert analysis and forward-looking insights every Friday. It is perfect for investors who want an audio briefing on the week’s investment landscape and what could move markets next.
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