Asia Centric by Bloomberg Intelligence cover image

Asia Centric by Bloomberg Intelligence

Nomura on the BOJ and the Yen Carry Trade

Aug 21, 2024
25:37

A rate hike from the Bank of Japan combined with weak US economic data coalesced to cause the biggest one-day sell off in stocks since 1987. What does this mean for monetary policy in Japan and the US? And how could investors position themselves for the uncertainty ahead?

Gareth Nicholson, Chief Investment Officer and Head of Managed Investments at Nomura International Wealth Management, joins co-hosts John Lee and Katia Dmitrieva on the Asia Centric podcast. 

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