Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen
At Any Rate
00:00
What is the medium-term path for the yen under the new administration?
Arindam asks Junya about the broader yen trajectory; Junya outlines forces—real effective weakness, limited incentive to tolerate sharp yen falls, and medium-term risks from fiscal shift.
Play episode from 14:43
Transcript
