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Weekend Edition: Return of the Japanese Carry Trade

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Manage episode 452521952 series 1400104
Contenuto fornito da NAB - The Morning Call and Phil Dobbie. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da NAB - The Morning Call and Phil Dobbie o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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

1315 episodi

Artwork
iconCondividi
 
Manage episode 452521952 series 1400104
Contenuto fornito da NAB - The Morning Call and Phil Dobbie. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da NAB - The Morning Call and Phil Dobbie o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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

1315 episodi

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