US equities struggled yesterday as the S&P 500 index snapped its nine-day winning streak with a modest rotation into defensive stocks. Meanwhile, the broad US dollar sell-off against Asian currencies is fuelling speculation that regional economies are allowing their currencies to strengthen to gain leverage in US trade negotiations. Also on today’s podcast, we are joined by Nenad Dinic, Equity Strategy Research, who shares his insights on Japan as well as the recent outperformance of emerging markets relative to developed market equities.

00:00 Introduction by Helen Freer (Investment Writing)

00:28 Markets wrap-up by Jonti Warris (Investment Writing)

06:20 Japan and EM Asia equities by Nenad Dinic (Equity Strategy Research)

12:04,8 Closing remarks by Helen Freer (Investment Writing)

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