Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

Japan’s political landscape is shifting as Sanae Takaichi becomes the country’s next Prime Minister — and markets are already reacting.  This week on Market Focus Weekly, host Emily Liu and DBS economist Radhika Rao unpack what Takaichi’s pro-growth stance could mean for Japan’s economy, fiscal policy, and the yen.  Plus, gold has smashed through the US$4,000 mark amid global uncertainty, Vietnam’s stock market gets a long-awaited upgrade to emerging status, and bond yields in Indonesia are surprising investors. What’s driving these moves, and what do they mean for investors? Highlights: 01:08 Who is Sanae Takaichi 03:33 Japanese yen forecast 06:32 Gold’s rises past US$4,000 08:26 Vietnam’s FTSE upgrade 10:04 Indonesia’s falling bond yields --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Emily Liu ([email protected]) With Radhika Rao, senior economist, DBS Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.