Money Talk Interview 23.2.2024

On RTHK Radio 3 Money Talk

Ah yes, I remember it well! This is the second time I have seen the Nikkei 225 heading for 40,000.

An interesting session on the replay before I joined Money Talk last Friday, with Andrew Freris CEO of Ecognosis Advisory, and Mark Michelson, Chairman of Asia CEO Forum at IMA Asia, with RTHK's James Ross to discuss the following:

• Artificial Intelligence and Nvidia.
• The strong US market and the Fed.
• The Japanese equity market regarding 1989 and the yen.
• Bank of Japan (BoJ).
• China, interest rate cuts and why.
• And briefly on Hong Kong asking is there light at the end of the tunnel?

Then I join at 11:45 to discuss:

• Why it has taken so long for the Japanese equity market to clear its 1989 high.
• The repair of the economy over the past ten years.
• Potential for the market to continue higher.
• What the next push may be: BoJ policy, a stronger yen, local investors.
• Japan’s shrinking economy, Germany, GDP revision coming up.

For the replay, please click HERE and visit RTHK 3's website.
Thank you to everyone who gave me such positive feedback on my recent articles, and thank you to James Ross for inviting me on the show for the discussion.

Best,
Neil