Moving Markets

Japan’s Prime Minister Takaichi captured a historic supermajority for her Liberal Democratic Party in yesterday’s election, meaning the LDP holds two-thirds or more seats in the Lower House, and giving her the scope to pursue her fiscal agenda. The Nikkei 225 rallied 5.5% today, crossing the 57,000 threshold for the first time. Other Asian markets rallied this morning following the recovery in the US indices on Friday. Nevertheless, last week marked a rotation out of Big Tech and into smaller companies and dividend growth stocks. Gold is back up above USD 5,000 after whipsawing last week. Louis Chua, Equity Research Asia, joins the podcast today to talk about the likely impact of the Takaichi victory on Japan’s financial markets, and Mensur Pocinci, Head of Technical Analysis, provides his analysis of the moves in the IT sector and what the charts suggest might lie ahead.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (01:14) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (06:47) - Japan elections: Louis Chua, Equity Research Asia
  • (11:56) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (14:20) - Closing remarks: Helen Freer, Product & Investment Content

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.