Shuntaro Takeuchi
Portfolio manager at Matthews Asia offering expertise on Japanese markets, monetary policy, and the impact of U.S.-China trade tensions on Japanese corporates.
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Oct 17, 2025 • 21min
Japan's Concern Over China Rare Earth Curbs, Credit Woes Hit Wall Street
Shuntaro Takeuchi, a portfolio manager at Matthews Asia, discusses Japan's response to China's rare earth export controls and the implications for G-7 unity. He also explores the Japanese equity market's resilience amidst global tensions and how potential coalition talks could reshape Japan's political landscape. Jeff Palma from Cohen & Steers highlights recent credit quality concerns among regional banks and the Fed's internal debates on interest rate cuts, while addressing the delicate balance of global economic resilience.
Jul 21, 2025 • 18min
Yen Gains as Japan's Ishiba Vows to Stay Put; The Fed's Path Ahead
Clayton Triick, Head of Portfolio Management at Angel Oak Capital, and Shuntaro Takeuchi, Portfolio Manager at Matthews Asia, delve into Japan's political landscape after a significant election setback for Prime Minister Shigeru Ishiba. They discuss the implications for currency fluctuations and potential economic policies. The conversation shifts to the Federal Reserve’s interest rate strategy amidst Donald Trump’s tariffs, exploring global central banks' responses and the evolving fixed income market amidst volatility.
