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Nicholas Ng
Head of APEC Wealth at Daiwa Asset Management, providing expertise on Japan's economy, monetary policy, and investment themes relevant to the episode.
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Nov 18, 2025
• 21min
Can Japan Flip the Script from Deflation to Domination?
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Join Nicholas Ng, Head of APEC Wealth at Daiwa Asset Management, as he unpacks Japan's economic transformation. He discusses the potential of Prime Minister Sunaya Takeuchi's promises and the anticipated Bank of Japan rate hikes. Ng explains why Japan was previously overlooked by investors and highlights the key structural reforms leading to newfound interest. He also shares insight into investment themes, from AI to robotics, and offers strategies for exposure to Japan's evolving market landscape.
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