Japan’s economic situation is in this episode’s spotlight: A weak yen, booming tourism, a nice recovery after Covid and a good position in the geopolitical turmoil as a long-time US ally. But at the same time, an ageing and shrinking population, deflation and a sky-high debt per capita. SEB's chief economist, Jens Magnusson, joins Fredrik Hahnel and Sean Yokota in the discussion after visiting Japan this week.
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34:13
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34:13
On the ground in China right now
What do Chinese people think of the tariffs, and how they are handled? Are they behind President Xi's counterattacks "till the bitter end"? And how is the Chinese economy holding up? Sean Yokota and Fredrik Hahnel are joined by the SEB chief in Shanghai, Juliette Lascoux, to check the Chinese pulse in this trade war. (Recorded over the Internet from our offices in Singapore and Shanghai).
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41:06
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41:06
10 (potential) surprises for Asia 2025
In this Christmas Special Fredrik Hahnel and Sean Yokota line up 10 potential surprises in the coming year that may affect Asia and the world. Not all of them are positive and the likelihood of a lot of them seem low. But as with black swans and surprises, it’s good to know about their potential beforehand... From the SEB office in Singapore.
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47:57
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47:57
How will the trillion yuan stimulus in China play out?
The recent Chinese stimulus package of around one trillion yuan – how will it play out? Is it enough to turn the Chinese economy around or not? How have foreign investments fared recently, what do companies on the ground say and will Chinese consumers start to spend again? A lot of questions – and answers – when SEB Head of Markets Sean Yokota and Head of Asia Fredrik Hähnel in Singapore are joined by the SEB chief in Beijing, Peter Ling-Vannerus. In a recording over the Internet.
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40:23
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40:23
How will a new Trump term affect booming Vietnam?
The Vietnamese economy is doing well due to international trade. The country has also successfully juggled geopolitical tensions and alliances. But what effect will a new term for Donald Trump have? SEB’s Asia economists Sean Yokota and Eugenia Victorino discuss Vietnam’s economy and review the latest developments in China.
Connecting the dots on the financial and economic development in Asia. Hosted monthly by SEB Asia chief Fredrik Hähnel & head of markets Sean Yokota, from our office in Singapore.
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