How is Asia coping with high energy prices

New Trump tariffs impact on Asia

Japan yen intervention expectations

Further depreciation for the Indian rupee

Oil prices are surging, AI spending is back under the microscope, and a new round of U.S. tariffs is raising fresh concerns about global growth. Together, these forces are driving volatility across financial markets and putting renewed pressure on Asian currencies as inflation risks rise and the Federal Reserve maintains a hawkish tone.

In this episode of Market Focus Weekly, Barclays' Mitul Kotecha joins us to unpack the week's biggest market and FX developments. We examine the impact of higher energy prices on Asia's inflation outlook and central bank policy, discuss whether the region is prepared for another wave of tariffs, and explore what's next for two closely watched currencies—the Japanese yen and the Indian rupee.

Highlights:

02:00 How is Asia coping with high energy prices

09:10 New Trump tariffs impact on Asia

11:08 Japan yen intervention expectations

13:33 Further depreciation for the Indian rupee

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

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Hosted by: Claressa Monteiro (claremb@sph.com.sg)

Written by: Nicole Teo

With Mitul Kotecha, head of FX and EM Macro Strategy Asia, Barclays

Edited by: Nicole Teo & Claressa Monteiro

Produced by: Nicole Teo & Chai Pei Chieh

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

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Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

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Apple Podcasts: bt.sg/mfap

Spotify: bt.sg/mfsp

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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. 

Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Podcasts at: bt.sg/podcasts

BT Lens On: bt.sg/btlenson

Oil prices are surging, AI spending is back under the microscope, and a new round of U.S. tariffs is raising fresh concerns about global growth. Together, these forces are driving volatility across financial markets and putting renewed pressure on Asian currencies as inflation risks rise and the Federal Reserve maintains a hawkish tone.
In this episode of Market Focus Weekly, Barclays' Mitul Kotecha joins us to unpack the week's biggest market and FX developments. We examine the impact of higher energy prices on Asia's inflation outlook and central bank policy, discuss whether the region is prepared for another wave of tariffs, and explore what's next for two closely watched currencies&mdash;the Japanese yen and the Indian rupee.
Highlights:
02:00 How is Asia coping with high energy prices
09:10 New Trump tariffs impact on Asia
11:08 Japan yen intervention expectations
13:33 Further depreciation for the Indian rupee
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Hosted by: Claressa Monteiro (<a href="mailto:claremb@sph.com.sg">claremb@sph.com.sg</a>)
Written by: Nicole Teo
With Mitul Kotecha, head of FX and EM Macro Strategy Asia, Barclays
Edited by: Nicole Teo &amp; Claressa Monteiro
Produced by: Nicole Teo &amp; Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow Market Focus Weekly podcasts every Friday:
Channel: <a href="https://bt.sg/btmktfocus/">bt.sg/btmktfocus</a>
Amazon: <a href="https://bt.sg/mfam">bt.sg/mfam</a>
Apple Podcasts: <a href="https://bt.sg/mfap/">bt.sg/mfap</a>
Spotify: <a href="https://bt.sg/mfsp/">bt.sg/mfsp</a>
YouTube Music: <a href="https://bt.sg/mfyt">bt.sg/mfyt</a>
Website: <a href="https://bt.sg/mktfocus/">bt.sg/mktfocus</a>
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&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
Discover more BT podcast series:
BT Money Hacks at: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Correspondents at: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Podcasts at: <a href="https://bt.sg/podcasts">bt.sg/podcasts</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Join us at the closing bell — for a look at the day's markets and the news that drove them.

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.

Produced by BT Podcasts, The Business Times, SPH Media.

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.
Produced by BT Podcasts, The Business Times, SPH Media.