S2E15: Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

Japan’s political landscape is shifting as Sanae Takaichi becomes the country’s next Prime Minister — and markets are already reacting. 

This week on Market Focus Weekly, host Emily Liu and DBS economist Radhika Rao unpack what Takaichi’s pro-growth stance could mean for Japan’s economy, fiscal policy, and the yen. 

Plus, gold has smashed through the US$4,000 mark amid global uncertainty, Vietnam’s stock market gets a long-awaited upgrade to emerging status, and bond yields in Indonesia are surprising investors. What’s driving these moves, and what do they mean for investors?

Highlights:

01:08 Who is Sanae Takaichi

03:33 Japanese yen forecast

06:32 Gold’s rises past US$4,000

08:26 Vietnam’s FTSE upgrade

10:04 Indonesia’s falling bond yields

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Send us your questions, thoughts, story ideas, and feedback to 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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