Japan’s reset, gold’s whiplash, and an earnings season that’s anything but boring
Politics, policy and prices are moving in tandem this week. Japan finally has a new prime minister and markets are trying to guess what comes next for rates and the yen. Meanwhile, US–China tensions are back on as leaders circle a possible meeting, and a prolonged US government shutdown has turned the economic calendar into static. Earnings? They are telling a split-screen story from Wall Street to Singapore.
In this week’s Market Focus Weekly from The Business Times, host Howie Lim is joined by Manish Saini, investment counselor, Citigold Private Client, Citibank Singapore.
Why listen
- Japan, beyond the headline: What a new leader could mean for equities, sectors to watch, and how the Bank of Japan’s path to “normal” may evolve.
- Gold’s reality check: After a runaway rally, what is driving the shakeout, and where a sensible anchor level might sit.
- Geopolitics with market teeth: How renewed US–China friction and a lingering US shutdown can ripple through data, volatility and positioning.
- Results that reveal: The quarter’s early earnings tell a story of winners and worriers in the US, and what to watch across Singapore blue chips and Reits.
If you want a concise briefing on whether this rally has room, how to think about the yen, and which signals matter for Singapore’s market, this episode has you covered. Tune in for a clear map of the week ahead, and a few thoughtful guardrails for your portfolio.
Listen to more episodes at bt.sg/podcasts. Got feedback? Email us at btpodcasts@sph.com.sg.
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Written by: Emily Liu (emilyliu@sph.com.sg)
Hosted by: Howie Lim
With Manish Saini, investment counselor, Citigold Private Client, Citibank Singapore
Edited by: Chai Pei Chieh & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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