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Weekend Edition: Return of the Japanese Carry Trade
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Manage episode 452521952 series 1400104
Sisällön tarjoaa NAB - The Morning Call and Phil Dobbie. NAB - The Morning Call and Phil Dobbie tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Friday 29th November 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
A weak Yen and low interest rates had been fuelling the Japanese Carry Trade, as retail investors – the Mrs Watanabes – prospered from higher returns overseas. They took a hit from the rising Yen in the third quarter of this year, but Harry Ishihara says they are back, just a little more cautious this time. Harry is a macro strategist for Macrobond and Japan Exchange Group. He talks to Phil about the importance of Japanese retail investors, the continued confidence in Japan’s future, with strong inward investment, and the challenges posed by the new Trump administration.
Hosted on Acast. See acast.com/privacy for more information.
1294 jaksoa
MP3•Jakson koti
Manage episode 452521952 series 1400104
Sisällön tarjoaa NAB - The Morning Call and Phil Dobbie. NAB - The Morning Call and Phil Dobbie tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Friday 29th November 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
A weak Yen and low interest rates had been fuelling the Japanese Carry Trade, as retail investors – the Mrs Watanabes – prospered from higher returns overseas. They took a hit from the rising Yen in the third quarter of this year, but Harry Ishihara says they are back, just a little more cautious this time. Harry is a macro strategist for Macrobond and Japan Exchange Group. He talks to Phil about the importance of Japanese retail investors, the continued confidence in Japan’s future, with strong inward investment, and the challenges posed by the new Trump administration.
Hosted on Acast. See acast.com/privacy for more information.
1294 jaksoa
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