Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment
It’s been a whirlwind week across Asian markets. Japan’s politics are shifting, gold has smashed through another record, and Vietnam’s market just scored a major global upgrade.
In this week’s Market Focus Weekly from The Business Times, host Emily Liu unpacks what’s driving the headlines with Radhika Rao, senior economist at DBS. From Tokyo’s political shake-up to Hanoi’s promotion to emerging-market status, the conversation gets into what really moves markets and what’s just noise.
Why listen
- Japan’s political reboot: With Sanae Takaichi set to become Japan’s first female Prime Minister, what will her pro-growth, big-spending policies mean for the yen, bonds, and equities?
- Gold’s meteoric rally: The precious metal has blown past US$4,000 an ounce faster than even the bulls predicted. Is it a safe-haven rush or a warning sign for the US dollar?
- Vietnam’s upgrade: The country’s stock market earns its long-awaited move from frontier to emerging-market status. What reforms got it there, and what fresh inflows could follow?
The pair also dive into shifting bond yields across Indonesia and the region and how dovish signals from Jakarta could change investor appetite.
Political firsts in Japan, a golden rush for safe havens, and a fresh chapter for Vietnam’s markets. Whether you trade, invest, or just like knowing what’s next, this episode makes sense of Asia’s week in markets.
That’s all in this week’s Market Focus Weekly. Listen to more episodes at bt.sg/podcasts. Got feedback? Email us at btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Radhika Rao, senior economist, DBS
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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