Japan’s trade deal with the US has sent markets rallying — but is the optimism warranted?

This week on Market Focus Weekly, host Emily Liu sits down with Endowus CIO Hugh Chung to unpack what’s behind the surge in Asian stocks, the rise in long-term bond yields, and whether Chinese tech is still a buy. 

They also discuss what Singapore’s $5 billion stock market injection means for local investors, and if the de-dollarisation narrative still holds water.

Highlights:

01:12 Japan-US trade deal

02:54 Japan, China bond yields

04:41 Upcoming interest rate decisions

06:47 Chinese tech rally

08:59 Is de-dollarisation still a trend?

12:19 S$5 billion injection into SGX

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Send us your questions, thoughts, story ideas, and feedback to [email protected].

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Written and hosted by: Emily Liu ([email protected])

With Hugh Chung, chief investment officer, Endowus

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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