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S2E15: Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

S2E15: Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

Update: 2025-10-10
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Japan’s political landscape is shifting as Sanae Takaichi becomes the country’s next Prime Minister — and markets are already reacting. 

This week on Market Focus Weekly, host Emily Liu and DBS economist Radhika Rao unpack what Takaichi’s pro-growth stance could mean for Japan’s economy, fiscal policy, and the yen. 

Plus, gold has smashed through the US$4,000 mark amid global uncertainty, Vietnam’s stock market gets a long-awaited upgrade to emerging status, and bond yields in Indonesia are surprising investors. What’s driving these moves, and what do they mean for investors?

Highlights:

01:08 Who is Sanae Takaichi

03:33 Japanese yen forecast

06:32 Gold’s rises past US$4,000

08:26 Vietnam’s FTSE upgrade

10:04 Indonesia’s falling bond yields

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

With Radhika Rao, senior economist, DBS

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

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Website: bt.sg/mktfocus

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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S2E15: Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

S2E15: Sanae Takaichi’s rise, gold’s boom, and Vietnam’s market moment

The Business Times