It’s Time to Buy Japan

It’s Time to Buy Japan

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The UK Is Still Losing Cheap Stocks to Private Equity Bargain Hunters

For this week's second installment of the news round up, hosts Merryn and John discuss how cheap UK stocks are still being bought up by private equity firms; and how rising inflation could put a stop to the highly-concentrated surge in US equity markets. They also talk about chan ...  Show more

Emergency Podcast: Why Britain's Political Turmoil Will End In Crisis

Why Britain Needs A Crisis To Turn The Country AroundBritain has once again been plunged into political turmoil. Despite rebellion in the ranks, Prime Minister Keir Starmer refuses to go, and it's not yet clear which - if any - of his potential challengers will lay down the gaunt ...  Show more

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Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ...  Show more

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In today’s episode for 2nd June 2023, we explain why Japan’s stock market is on everyone’s radar right now

 

The increasingly odd bond market
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The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our p ...

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In our end-of-week wrap of Global Markets, we discuss:


**Nvidia’s Market Triumph**:

Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks ...

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