In Tech Latest, Nikkei Asia brings you regular updates on the freshest technology news from Asia. From semiconductors to space travel, our team of local reporters are here to keep you up-to-date on the tech trends that matter.
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Welcome to Asia Stream, where we track, report, and analyze the issues and interests of the world’s largest region. Brought to you by Nikkei Asia.
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Welcome to "Japanese America," where the Japanese American National Museum unveils captivating stories that add a Nikkei slant to the American narrative. In each episode, we explore the unique experiences, challenges, and triumphs of Japanese Americans, illuminating their rich contributions to the mosaic of American life. From historical milestones to contemporary perspectives, join us for an insightful journey through the curated collection of the Japanese American National Museum, showcasi ...
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The Yon-Say Podcast Network, presented by Nikkei Rising, is a space where we’ll be bringing you mini-series filled with round table discussions with special guests involved in and around the Japanese American community to honor the Japanese American community’s history and explore its implications today.
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I'm Solace K. Ames—welcome to my podcast. If you're a weeaboo and listen to this podcast you might get a rash or something, hence the title. This is mainly a serious show about touchy subjects in both fandom and politics and the intersection thereof. If you have any questions or comments, please let me know!
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Get exclusive insights from analysts and industry experts with In The Market For More – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 71% of retail clients lose money.
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American politics is fast moving and caught up in social media and the 24 hour news cycle. This political podcast cuts through the noise and focuses on what matters, the nuts and bolts of policy, how Congress works, and how elections are won. Justin and John sit down every Tuesday and Thursday to discuss what is happening in Washington, D.C. and international affairs with leading Democrats and Republicans from Congress, members of the media, and think tanks. If you want to know what’s going ...
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This podcast seeks to challenge the commonly held assumptions about Japan as harmonious, homogeneous, and traditional by recasting its history as a history of conflict and change, as the history of class struggles, from anti-capitalist, anti-imperialist, anti-colonial, and intersectional perspectives.
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Investing with Beauchamp and Bright: Myths about gold, interest rate predictions and Black Wednesday anniversary
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Investing with Beauchamp and Bright is back! IG’s Chief Market Analyst Chris Beauchamp and Assistant Portfolio Manager Aaron Bright return to chat why they don’t like Gold, how far interest rate cuts can go this week and year and also look back on Black Wednesday 32 years on from the day… Find out more: https://upl.inc/beauchamp&bright *Any opinion…
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S1E8 Reviving Tradition Through Manzanar's Historic Diamond
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Send us a text In this captivating episode, we explore the profound impact of baseball on the Japanese-American community. From personal stories of youth baseball to the inspiring journey of special guest Joshua Morey, who played professionally in Japan, the episode delves into the cultural significance of the sport. We highlight the Manzanar Baseb…
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Investing with Beauchamp and Bright: Central banks, NVIDIA and Oasis tickets
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Our new podcast is back, sort of! IG’s Chief Market Analyst Chris Beauchamp and our Investments Senior Product Manager Martin Harris team up after Aaron Bright’s unfortunate holiday injury! The pair discuss central bank announcements, NVIDIA moves, Oasis tickets and much more… Find out more: https://upl.inc/beauchamp&bright *Any opinions, news, res…
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Was the 2024 Democratic Convention Anything Like 1968? With Historian Michael Koncewicz
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The 2024 Democratic National Convention came to Chicago amid a series of strange parallels to the 1968 convention in the same city: the incumbent president withdrew from his reelection campaign, the vice president was nominated without running in the primaries, students organized a national protest movement against a war, a major candidate was shot…
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Justin and John sit down with journalist David Corn, Washington Bureau Chief for Mother Jones and author of several books, most recently American Psychosis. David is an expert on the history of the Republican Party and its relationship with right-wing populism. He assesses the choice of Ohio Senator JD Vance as Donald Trump's vice presidential runn…
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Send us a text Hosts Koji and Michelle delve into the intricate nature of genuine apologies and the actions that must accompany them to signify real growth and understanding. They share personal stories, such as Koji's challenging week with a broken-down car and a bat incident, and Michelle's temporary homelessness due to fumigation, to illustrate …
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Was Tim Walz the Right Choice for VP?
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Justin and John discuss the state of the presidential campaign after an incredible month of news: the Republican convention, an assassination attempt on Donald Trump, JD Vance becoming Trump's running mate, Joe Biden's retirement, and Kamala Harris's ascension to the top of the Democratic ticket. In particular, they review the choice of Governor Ti…
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Investing with Beauchamp and Bright: The week that shook the markets
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In a brand new podcast, IG’s Chief Market Analyst Chris Beauchamp and our Assistant Portfolio Manager Aaron Bright discuss all things investing. From the carry trade carnage in Asia to a T-Rex called Sue – the pair go behind the curtain to their week, life lessons and trading. Any opinions, news, research, analysis, prices or other information cont…
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Why Calling Trump Republicans Weird Has Been Effective
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Justin sits down with Andrew Lawrence, Deputy Director of Rapid Response at Media Matters to discuss the state of the presidential election, and why labeling Trump Republicans as weird has been effective for Democrats.By Justin Higgins and John Gunnison
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Tech Latest: China e-commerce ditches low prices for sales growth
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French talks to Hong Kong correspondent Cissy Zhou and Nikkei Asia's tech editor Katey Creel, about how the heated price war among Chinese e-commerce platforms is showing signs of cooling. Read more on the topic, and other news from acro…
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‘We’re going to need more floating offshore wind capacity’
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IG’s Angeline Ong catches up with Octopus Renewables Infrastructure Trust’s David Bird to discuss why he thinks the world is going to need more floating offshore wind capacity, and what opportunities this will lead to. Bird also explains why he thinks current share prices do not reflect the real value of the sector. Any opinion, news, research, ana…
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Send us a text It's the app that helps you dream the way you want to dream... Fascinated by nightmares, journalist Jessica Suzuki pursues the truth behind a popular vivid dreaming app. Lucidity allows users to experience their wildest dreams and beyond, but Jessica discovers that for some users, it's just the beginning of their worst nightmare. The…
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Tech Latest: China EV giant BYD seeks growth with new Thai factory
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Jada Nagumo talks to Bangkok correspondent Francesca Regalado, about Chinese EV maker BYD’s new Thailand factory. Read more on the topic, and other news from across Asia, at https://asia.nikkei.com…
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Will the Nikkei continue to rally? Where will the yen head next?
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The Japanese equity market has had a strong start to 2024 and continues to flirt near record highs, but how long can this continue? We ask Schroder Japan Trust’s Masaki Taketsume this question, along with why he thinks real positive structural shifts are in motion. IG’s Angeline Ong also gets Taketsume’s outlook for the yen amid swirling BoJ interv…
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Send us a text Hosts Michelle and Koji explore parenthood, cultural heritage, and resilience through personal narratives and historical references. In part three, Koji’s grandparents' attempt to stay in the United States after renouncing their citizenship with the help of civil rights lawyer Wayne Collins and their friends/family. ABOUT OUR READER …
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‘TSMC to give chip and AI-related stocks another leg up’
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TSMC’s stellar Q2 revenues are likely to give chip and AI-related stocks another boost, says Tematica CIO Chris Versace, and potentially lead to further upgrades for the chip industry. Versace also discusses Samsung’s big bet on ‘foldables’ with IG’s Angeling Ong, and why US Fed chair Jerome Powell has to balance inflation with jobs growth. Any opi…
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Tech Latest: Japan’s auto industry faces a growing AI chip problem
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French talks to Tokyo correspondent Ryohtaroh Satoh, about how Japan’s auto industry is facing up to a growing AI chip problem. Check out Ryohtaroh's story here: https://s.nikkei.com/3RWUZZQ Read more on the topic, and other news from ac…
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As the European Commission's provisional tariffs on Chinese-made EVs take effect, IG’s Angeline Ong catches up with Xiaolin Chen, Head of International at KraneShares to discuss the potential impact of the ongoing trade tit-for-tat and how investors can position for this. Chen also explains why EVs, renewables, and healthcare were some of the most …
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After watching the Thursday night debate, Justin and John tackle the difficult question of whether Joe Biden should withdraw as a candidate for the 2024 presidential election.By Justin Higgins and John Gunnison
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Tech Latest: South Korea's migrant workers caught in lithium battery plant fire
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French talks to Seoul correspondent Steven Borowiec, about a deadly fire that broke out at a lithium-ion battery factory in South Korea last week. Check out Steven's story: https://s.nikkei.com/3zqp25M Read more on the topic, and other n…
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NFP; rates; Bank stress tests could determine next market move – Versace
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This US jobs reading could keep the Wall Street melt-up going. If it’s not a ‘hot’ number, then it could give the Fed room to cut rates, says Tematica CIO Chris Versace. Plus, why bank stress tests indicate risks cracks could be emerging. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. F…
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How to trade the UK election: Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain
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The 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what t…
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Tara McGowan: Is Trump or Biden Winning in Digital Media?
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Justin and John sit down with Tara McGowen, a former political strategist, former journalist, and founder of Courier Newsroom. Tara is an expert on digital media strategy, and she assesses the strengths of Republicans and Democrats in the ever-evolving online information landscape.By Justin Higgins and John Gunnison
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You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far. KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IG's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue t…
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Wall Street melt-up could continue longer than you think – Oppenheimer
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With Wall Street crossing the 20-month anniversary of the bull market, many investors are asking if the rally is looking stretched. John Stoltzfus Chief Investment Strategist, Managing Director at Oppenheimer Asset Management tells IG’s Angeline Ong the rally could go on longer than many expect because many tech companies’ products are becoming mor…
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Tech Latest: China drone maker DJI battles U.S. clampdown
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Jada Nagumo talks with U.S. correspondents Marrian Zhou and Yifan Yu, about Chinese tech company DJI, and how its drones have become a key tool for the U.S. police force despite Washington’s clampdown. Check out their story here: https://s.nik…
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May 2024 fund flows: Money rotates back into the US
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US indices have defied gravity so far in 2024, and this may continue from a fund flow perspective. Dewi John, Lipper’s Head of UK Research joins IG’s Angeline Ong to explain the rotation underway from the UK funds into the US. John also says there’s evidence investors are rotating from passive to managed funds, as we head into H2. Any opinion, news…
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Tech Latest: Space junk cleaner Astroscale makes Tokyo market debut
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French talks to Mitsuru Obe, chief business news correspondent in Tokyo, about some exciting developments in Japan’s space industry. Check out Mit's story here: https://s.nikkei.com/4co81Y9 Read more on the topic, and other news from ac…
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Send us a text This episode delves into the complex intergenerational impacts of identity and citizenship within a Japanese American family, particularly focusing on the decisions made by Koji’s grandfather, Takaiichi Sakai, during his incarceration in a WWII concentration camp. Featuring actor Derek Mio, the episode combines personal stories with …
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With the last rate meeting before the UK general election, PM Rishi Sunak is hoping for a rate cut, however this is unlikely to come through. That being said the event may be the volatility peak of the week watching EUR/GBP particularly. Outside of this is PMI data towards the end of the week across Japan, the eurozone, including France and Germany…
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IG Premium Client Manager, Luke Moore, delved behind the curtain to reveal how traders make their moves around elections – with just a few weeks until Brits go to the polls. Moore speaks to IG's Angeline Ong about which markets are key, in particular the FTSE 250, oil, gas and housebuilders, but also how traders and investors differ in their views …
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Tech Latest: China's flying car sector ready for liftoff
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Jada Nagumo is catching up with Cissy Zhou in Hong Kong, about China’s budding flying car industry. Check out Cissy's story here: https://s.nikkei.com/45mcsk8 Read more on the topic, and other news from across Asia, at …
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Week ahead: US rate decision and Oracle earnings
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The big swing point in the coming week, starting 10 June, will doubtless be the interest rate decision in the US. The Federal Reserve is not expected to move, but with the Swiss National Bank, the Swedish Central Bank and the European Central Bank having cut rates, the starting gun has been fired. The big question is with inflation still simmering,…
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US jobs report: Watch that wage growth print
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The US Federal Reserve has been closely watching wage growth out of concern that faster-than-normal pay gains may add to inflation pressures. Chris Versace, CIO of Tematica Research tells IG’s Angeline Ong it’s the average hourly earnings print that will feed into the Fed’s thinking, surrounding the timing of its first interest rate cut. Any opinio…
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Market melt-up to persist due to social security benefit risks
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Wall street continues to defy gravity. One area of support for equities comes from investors close to retirement. John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management says investors are looking to invest in stocks for retirement purposes at a time when it is projected that US social security benefits could be at risk of being…
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With scheduled corporate news in the background, traders will have a heightened sensitivity to the FX markets. On Thursday there is the ECB rate decision. As IGTV’s Jeremy Naylor explains, it’s not the decision itself after the green light was lit last week, by ECB chief Christine Lagarde, it’s more about whether the cut is one and done or if there…
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BHP-Anglo takeover tango may resume in 6-months
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Anglo may have rejected BHPs advances yet again. But, the courtship is not over. John Meyer, mining analyst and partner at SP Angel tells IG’s Angeline Ong that BHP could come back again in 6-months. BHP, he says, could also look at other suitable takeover alternatives like Antofagasta and Freeport-McMoran. Any opinion, news, research, analysis, or…
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Love it or hate it: Buy-now-pay-later is here to stay
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Transformative or troubling? Buy-now-pay-later (BNPL) products are a type of short-term loan offered at point of purchase, with little in the way of checks, fees or interest. IG’s Angeline Ong caught up with Tematica Research’s CIO Chris Versace to find out why he thinks BNPL is here to stay, especially in a time when the ‘stretched consumer’ narra…
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Look to data centre related stocks for AI diversification
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The Nvidia frenzy is leading some investors of the chip giant wondering how they can take risk off the table. Anthony Ginsberg, manager of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK) says one way to diversify is to invest in data centre-related stocks. Ginsberg also explains why he thinks cheaper non-US EV manufacturers are set to gai…
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Tech Latest: Tesla suppliers urged to produce outside China and Taiwan
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French is talking with Taipei tech correspondents Lauly Li and Annie Cheng Ting-Fang, about Tesla’s push to encourage its suppliers to produce outside of China and Taiwan. Read Annie and Lauly's story here: https://s.nikkei.com/452q8jR…
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Week ahead: German data headlines in a quiet week
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While it is a quiet week ahead, with both the UK and US out for a long weekend on Monday, there are some data points to watch out for of interest. Most notably in Germany where there’s the Ifo business sentiment on Tuesday, consumer confidence and CPI data on Wednesday and retail sales in the German economy on Thursday. For this there’s a technical…
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Tech Latest: Singapore's robotics startups go global
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Jada Nagumo is talking to Singapore correspondent Tsubasa Suruga, about Singapore's industrial robot startups, which are looking to expand into other Asian markets and beyond. Read Tsubasa's story here: https://s.nikkei.com/3QUI4ae…
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Traders brace for earnings from Nvidia, a raft of Fed speakers, and flash manufacturing and services PMIs as Wall Street continues to grind upwards. Chris Versace, CIO of Tematica Research joins IG’s Angeline Ong to discuss why he thinks the S&P 500 could breach 5,600 by the end of 2024. Any opinion, news, research, analysis, or other information d…
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UK inflation could well be the swing point for the FX markets from the week’s economic diary. It comes on Wednesday and, if it follows the recent US inflation data on the downside, there may be a short sterling position to be had. Also on the economic agenda is a rate decision from the Kiwi central bank where no change is expected. On the corporate…
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Send us a text Hosts Koji and Michelle delve into the complexities of Japanese American identity through Koji’s unique family story. They examine why he was sent from Hawaii to America’s concentration camps and how they answered the contentious loyalty questionnaire. The episode provides a multifaceted look at the Japanese American experience, from…
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PPI, Powell, and CPI to reshape Fed rate cut expectations
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The latest US inflation prints and comments from Fed Chair Jerome Powell could really change Fed rate cut expectations. Tematica CIO Chris Versace explains how this might change the mood of the markets. He also catches up with IG’s Angeline Ong to discuss the latest significant hike in US tariffs on Chinese cars, chips, and the upcoming Google I/O …
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Tech Latest: EU carmakers confront China's growing EV dominance
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Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Alice French is catching up with correspondents in London and Paris, Rhyannon Bartlett-Imadegawa and Mailys Pene-Lassus, to find out how Europe’s carmakers are responding to China’s dominance in the electric vehicle sector. Check out our story…
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Despite US earnings winding down there are two all-sessions stocks to watch in the coming week: WalMart (WMT) and Cisco Systems (CSCO). On the economic agenda the big dollar pivot point is widely expected to be Wednesday’s release of US consumer pricwes. The Fed has aleready warned that it’s seeing stronger data and this remains around inflation. T…
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Boeing’s Starliner launch was delayed due to a rocket glitch, but this is just one of many setbacks for the planemaker. The Federal Aviation Administration has opened new investigation into 787 inspections. Plus, probes surrounding the January door-plug incident continue. Tematica Research CIO Chris Versace believes it will take time before Boeing …
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With the OECD having given its thoughts on global interest rates it says both the Bank of England (BoE) and the Reserve Bank of Australia (RBA) should keep rates higher for longer. While neither is expected to move traders will be keen to hear what each central bank has to say about the outlook. Also on the economic agenda is the first look at UK G…
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