Artwork

Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

Weekend Edition: Return of the Japanese Carry Trade

24:34
 
Del
 

Manage episode 452521952 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

1332 episoder

Artwork
iconDel
 
Manage episode 452521952 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

  continue reading

1332 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2025 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett
Lytt til dette showet mens du utforsker
Spill