Fabian Yip

In this engaging discussion, Nicholas Smith, a CLSA Japan strategist, shares insights on the potential political alliance between Japan's Innovation Party and the ruling LDP, which could lead to the historic election of Sanae Takaichi as Japan's first female prime minister. Fabian Yip, an IG International market analyst, analyzes the latest market trends spurred by easing US-China trade tensions and provides insight into China's upcoming plenum. They also tackle risks in the market related to earnings and the impacts of geopolitical dynamics.