Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen
At Any Rate
00:00
Which equity sectors win from Sanae-nomics?
Arindam asks Rie about sector winners; Rie highlights defense, heavy industry, AI/cloud, corporate reform names, and short-term exporters then domestic demand plays.
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