Author profile

Eva Sun-Wai

Junior Fund Manager

Years in the bond markets: 1

Specialist subjects: Macroeconomics, currencies, sovereign ESG

Likes: Gym, martial arts, Harry Potter, cats, brunch

Heroes: David Attenborough, Simone Biles, Karren Brady

Shinzo Abe is stepping down – what does this mean for Japanese markets?

Today’s headlines have been dominated by the news that Japanese prime minister Shinzo Abe has announced his resignation due to health reasons. While markets seem somewhat spooked by this, there’s reason to see this as a good entry point into Japanese assets rather than a reason to run away.

Abe’s health has been a topic in the news for some time now. I would argue that his stepping down on …

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In times of crisis, can the yen still leave you feeling zen?

This week has seen risk-off sentiment back with a vengeance as the Coronavirus outbreak dominates news headlines globally. Thus, investors are flocking to historically safe assets like low beta currencies, government bonds or investment grade corporate bonds with low default risks. However, can Japanese assets like the yen, nominal government bonds (JGBs) and inflation-linked government bonds …

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The fall of the Berlin Wall – a lesson for history or markets?

Earlier this month, Germany celebrated the 30th anniversary of the fall of the Berlin Wall, a pivotal moment in recent history that left the Soviet-led communist bloc on the brink of collapse. Whether the Hoff was single-handedly responsible or not, the reunification of communist East Germany with capitalist West Germany was a unique economic shock with a number of potential lessons. Changing…

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