Intro

Geopolitical tensions have grabbed the headlines this week, but the market turmoil is being driven as much by the Japanese government bond market as by anything coming out of Davos. Hosts Merryn Somerset Webb and John Stepek look at what's going on. They also discuss the growing list of reasons why investors are likely to move money away from the US - and why the UK market has a good chance of benefiting from these flows.

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