Nicholas Smith
CLSA Japan strategist who provides market and political analysis on Japan, including implications of party alliances and effects on JGBs and the yen.
Best podcasts with Nicholas Smith
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6 snips
Oct 20, 2025 • 13min
Asian Shares Rise as US-China Trade Tensions Cool
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.
Mar 19, 2024 • 24min
BOJ Raises Rates, Scraps Yield Curve Control
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
