Japan Braces for Shift Under ‘Iron Lady’ Fan Takaichi | Bloomberg: The Asia Trade, 10/06/25

“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:03:30 – Japan braces for shift to right under Takaichi
00:06:02 – Trump pushes Israel, Hamas for deal
00:13:23 – AMP’s Shane Oliver on Asia economic outlook
00:24:03 – Takaichi’s LDP win seen fueling risk-on sentiment
00:31:16 – Goldman’s Solomon expects US economy, dealmaking to accelerate
00:35:12 – Huawei used TSMC, Samsung, SK Hynix components in top AI chips
00:38:52 – AmCham Japan’s Christopher LaFleur on business sentiment after Takaichi’s LDP win
00:46:54 – JPMorgan Securities’ Rie Nishihara on Japan markets outlook
00:52:42 – BREAKING: Japanese shares jump on Takaichi win
00:58:09 – OPEC+ agrees to modest production bump
01:12:52 – BREAKING: Yen weakens to record low vs Euro after Takaichi win
01:21:48 – Fed’s Miran: Will adjust inflation view if rents turn higher
01:26:14 – Indian IPO market set for record month with $5B in deals
01:33:06 – BREAKING: Japan 40-year yields jump on Takaichi policy angst
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8 Comments

  1. Global Investors Dip-buying Again in October. BZAI up 4 % Blaize Holdings…MDB MongoDB.. GRRR Gorilla Technology..ASNS up 68 % Fri, global contracts and financing secured. SES AI rising..NIO . Li Auto. .BABA. FLD Fold Holdings, Bitcoin rewards card launch. GAME…XPEV. EVTL. HOVR… NVDA… JOBY.

  2. By defense spending the US means they want more money for keeping troops on the bases. Its not more spending on fighter jets. The Japanese have grave mistranslation if they think defense spending is about buying weapons.