Political risk is back in the spotlight, with fresh uncertainty around the US Federal Reserve and rising tensions across Venezuela, Greenland and Iran. 

Yet markets refused to blink. 

In this week’s Market Focus Weekly, host Emily Liu and Aninda Mitra of BNY Advisors Investment Institute unpack why Asian stocks continue to rally, what Japan’s upcoming snap election could mean for equities, bonds and the yen, and why gold and silver have surged,  even as investors stay broadly risk-on.

Highlights:

01:22 Fed independence at risk?

03:25 Geopolitics feeds risk

07:25 “Sell America”

10:04 Yen and Won weakness

11:27 Japan’s snap elections

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

With Aninda Mitra, head of Asia macro and investment strategy, BNY Advisors Investment Institute

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily Liu & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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