Ed Rogers

Vishnu Varathan, Head of Economics and Strategy at Mizuho Securities, shares insightful analysis on the APAC economy, highlighting potential shifts in market dynamics and the impact of Japan's monetary policy. Ed Rogers, CEO of Rogers Investment Advisors, discusses Japan's economic indicators and the prospects of a rate hike, alongside increasing foreign investment interest. The conversation digs into the broader global economic risks, from the decline of diplomacy to future fiscal challenges, setting the stage for 2025's financial landscape.

Discussion on Bank of Japan's decision to raise rates and end yield curve control, impact on equity markets, yen movements and Nikkei increase indicating global growth, market reactions to BOJ's move, earnings impact and Fed meeting discussion, Asian market investment strategies amidst inflation and negative real rates