Charu Chanana
Chief investment strategist at Saxo Bank, offering market insight on Japanese equities, monetary policy, and the regional technology and semiconductor investment landscape.
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Feb 12, 2026 • 22min
Strong Hiring Hits Fed Cut Bets, Japan Stocks Rise
Charu Chanana, chief investment strategist at Saxo Bank, explains selective gains in Japanese stocks and Asia's role in the AI chip supply chain. Jeffrey Roach, chief economist at LPL Financial, breaks down stronger US payrolls, Fed rate-cut timing, and inflation risks. They discuss labor-market dynamics, yield levels, and how trade and policy shifts shape investment decisions.
