About this episode
The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. Vietnam’s GDP surges with front-loaded exports to the US, and dairy prices fall.
In our Deep-Dive interview, ANZ Economist Arindam Chakraborty explains why banks in ASEAN countries and India aren’t passing on all of the recent rate cuts.
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