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May 24, 2024
05/24
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and when japan embraced the one china policy, that is the cornerstone of china japan relations. if the japanese pardon the, i'm sorry for have not, premier was the risk of destroy trying law. japanese diplomatic relations fee will be held as a criminal by japanese law because he is doing huge damage to the fundamental interest of the japanese people by breaking away try lot japanese diplomatic relations with each other. okay. i was like, oh, how can i just take it? i wanna, i want to get back to the us relationship with taiwan. we've seen over the last 2 presidencies, but by the end and from a forward you much close to times with taiwan and trump in particular, distancing himself from china. how big of a worry is that when both of them, the going to be going for the presidency, come november. thank you very much. yes, indeed, you can this, the funded for the fall. there is this presidential election in the united states, whether trumbull, by doing eventually wins. that's the decision for the american people. however, the fact that there is only one, china and taiwan is part of t
and when japan embraced the one china policy, that is the cornerstone of china japan relations. if the japanese pardon the, i'm sorry for have not, premier was the risk of destroy trying law. japanese diplomatic relations fee will be held as a criminal by japanese law because he is doing huge damage to the fundamental interest of the japanese people by breaking away try lot japanese diplomatic relations with each other. okay. i was like, oh, how can i just take it? i wanna, i want to get back...
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May 28, 2024
05/24
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it's not that common was not that common in japan. my background was from a totally different culture from japan. so i stood up. i felt absolutely lonely because most family it has both parents and they have a happy life there. but for me, i just have my mother and my grandparents also love my father so much. so everyone missed him. his classmates, clothing guys in the japanese wood for outside to he says he spoke to be installed or a few times on the phone before his mother tobate's to the contract. so the last time that my father was when i was 11 or 12 years old, my mother had an explain the doubt much about why i came to japan. and that was a big question for me. and i always wanted to know why i can see my father looking for on says he began to search to find his father. he eventually discovered him on facebook, living in texas in 2023. and so we went back to meet him. well i think most people imagine like a really emotional meeting by hugging each other, but actually it wasn't felt like that they hadn't spoken for 11 years. he s
it's not that common was not that common in japan. my background was from a totally different culture from japan. so i stood up. i felt absolutely lonely because most family it has both parents and they have a happy life there. but for me, i just have my mother and my grandparents also love my father so much. so everyone missed him. his classmates, clothing guys in the japanese wood for outside to he says he spoke to be installed or a few times on the phone before his mother tobate's to the...
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May 26, 2024
05/24
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for japan we are walking tokyo's may inflation rate. that seemed to be climbing on higher utility rates. also looking at natural factory production and labor market data for april as well. and that is your week ahead. annabelle: let's get more on that and bring in senior economist or apac thematic research. we can look a little bigger picture here but broadly in a disinflation narrative because we have spoken so much about concerns around stickiness and concerns around structural issues that will be harder to bring down. when you think the fed will be confident to cut rates? when you get target bound or sooner given you have the lag transmission effect as well? gary: i do think there could be a divergence in central banks in the coming quarters. of course on the one hand the fed will see stronger pressure to implement rate cuts. because the inflation seems to be more sticky than others and the economy is not doing too poorly. if we look at europe or another agent central banks it is a trade-off between the prices going down even though
for japan we are walking tokyo's may inflation rate. that seemed to be climbing on higher utility rates. also looking at natural factory production and labor market data for april as well. and that is your week ahead. annabelle: let's get more on that and bring in senior economist or apac thematic research. we can look a little bigger picture here but broadly in a disinflation narrative because we have spoken so much about concerns around stickiness and concerns around structural issues that...
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May 25, 2024
05/24
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but until now japan was the only man that nope. so deeply recognized the joint custody allies including australia, germany, and this elite of posted travel advisories. holding up the thread of parental child abductions. this is supposed to bring japan in line with most of the world, but no one it seems, is happy. parents separated from the children, say it doesn't go far enough. and victims of domestic violence say it could one small expose them to danger. and then as the voices of the children, one of them is now a young adult has agreed to talk to us the city. so matt was born in america would have spent 3 quarters of his life in japan . his japanese mother brought him here when he was 7 anthony heights, adrian brown. he says she, they to told him that his father was insane at school. he felt different. and that's time. i think that makes various people. it's not that common was not that common in japan. my background was from a totally different culture from japan. so i stood up. i felt absolutely lonely because most family it h
but until now japan was the only man that nope. so deeply recognized the joint custody allies including australia, germany, and this elite of posted travel advisories. holding up the thread of parental child abductions. this is supposed to bring japan in line with most of the world, but no one it seems, is happy. parents separated from the children, say it doesn't go far enough. and victims of domestic violence say it could one small expose them to danger. and then as the voices of the...
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May 24, 2024
05/24
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of japan to china. and to be like this basic 1945. and if japan dance to eat the feed in the cross street relations, for example, be prepared to stop up all the consequences because it is literally over turning the verdict of the 2nd world war. yeah. hi. wasn't being part of china, is the coldest storm of the international all the we are the be okay. take that out . do you know i just with you to allow that you want to overturn the legacy? i don't know. i'm going to give the right, i want to get it kind of, he co, a, a chance to respond here. it told me he could. well, i know that you just want to jump in. what would you like to say? yes, the japanese unconditional surrender was issued towards the signatories. the chinese communist party was not one of those signatories. it was the convent on john ca shakes party. and so mentioning japanese attitude at the end of the war has no relevance all at this point. and japan is its immediate neighbor, japan's discipline, from taiwan only by 109 kilometers. what
of japan to china. and to be like this basic 1945. and if japan dance to eat the feed in the cross street relations, for example, be prepared to stop up all the consequences because it is literally over turning the verdict of the 2nd world war. yeah. hi. wasn't being part of china, is the coldest storm of the international all the we are the be okay. take that out . do you know i just with you to allow that you want to overturn the legacy? i don't know. i'm going to give the right, i want to...
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May 20, 2024
05/24
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i particularly the investment coming into japan? i would not be surprised — coming into japan? i would not be surprised that _ coming into japan? i would not be surprised that a _ coming into japan? i would not be surprised that a lot - coming into japan? i would not be surprised that a lot of - coming into japan? i would not be surprised that a lot of the l be surprised that a lot of the energy stuff is going to be left mostly from aramco and aramco executives who already have very deep ties with japan and japanese companies, who i would expect to see is for mbs to pursue looking at other investments, both money going into japan but also to see perhaps to kind of ring some japanese investment to saudi arabia. the saudis are looking to diversify their economy. they would like to manufacture things, for example in saudi arabia. i think they would love to get toyota to open a plant in saudi arabia and other things and what saudi arabia has to offer is they have land, very cheap energy resources to offer, subsidies in terms of that and so it will be interesting to see if there are
i particularly the investment coming into japan? i would not be surprised — coming into japan? i would not be surprised that _ coming into japan? i would not be surprised that a _ coming into japan? i would not be surprised that a lot - coming into japan? i would not be surprised that a lot of - coming into japan? i would not be surprised that a lot of the l be surprised that a lot of the energy stuff is going to be left mostly from aramco and aramco executives who already have very deep ties...
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May 27, 2024
05/24
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our and japan on the other. to get your thoughts _ and japan on the other. to get your thoughts on _ and japan on the other. to get your thoughts on trade - and japan on the other. to get your thoughts on trade which i and japan on the other. to get| your thoughts on trade which is an area that could be mutual benefits for all three parties involved. what are the priorities?— involved. what are the priorities? involved. what are the riorities? . , priorities? that is where the three countries _ priorities? that is where the three countries have - priorities? that is where the three countries have the - three countries have the greatest self—interest for continuing cooperation and they represent a significant proportion of global gdp and global trade. proportion of global gdp and globaltrade. but proportion of global gdp and global trade. but that will not change, particularly. there are critical issues, for example on export controls and limitations that south korea and japan have placed on the export of high—end technologies and high—end technologie
our and japan on the other. to get your thoughts _ and japan on the other. to get your thoughts on _ and japan on the other. to get your thoughts on trade - and japan on the other. to get your thoughts on trade which i and japan on the other. to get| your thoughts on trade which is an area that could be mutual benefits for all three parties involved. what are the priorities?— involved. what are the priorities? involved. what are the riorities? . , priorities? that is where the three countries...
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May 26, 2024
05/24
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just to get our japan on the other. just to get your thoughts _ japan on the other. just to get your thoughts on _ japan on the other. just to get your thoughts on trade. - trade is an area of mutual benefit for all. what are the priorities on this front? clearly that is where the three countries have the greatest self—interest for continued cooperation. they represent a significant proportion of global gdp and global trade. that's not going to change particularly. there are some critical issues, export controls, limitations that japan and south korea have placed on the export of high end technologies and high—end technological investments inside china like to see lifted, a little more open and free flow of those important technologies in semiconductors and other cutting—edge technology. that's what child would like to see. i suspect that both japan —— china would like to see. reluctant to open up like to see. reluctant to open up those gates much further than they already are. how does the us factor into this. united states to put pressure in both japan an
just to get our japan on the other. just to get your thoughts _ japan on the other. just to get your thoughts on _ japan on the other. just to get your thoughts on trade. - trade is an area of mutual benefit for all. what are the priorities on this front? clearly that is where the three countries have the greatest self—interest for continued cooperation. they represent a significant proportion of global gdp and global trade. that's not going to change particularly. there are some critical...
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May 27, 2024
05/24
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but most of it seems in japan. when more than a 100000 children lose contact with the parents every year. assume he lives in a modest one, bedroom ground floor, a pop and in chief about 50 kilometers from tokyo. she just manages to support himself by selling insurance in the civil what, what the state of florida. and i know this google gets there will be going to can, you'll be sure to make sure what those fit kind of big that you know, how come it fit on it. so give me a couple of tell us, i mean i don't think of something and i see a judge suggested that she and her children could send each other 6 that is a year. so that's the extent of that contact. told me that i hit one, which i think okay. that the tickets ok. didn't know captain. what kind of night got us logged in on monday kind of did when i finished what's the next day? as well as it seemed. jessica is, she's also received abusive messages from the children, quoting this cupid, and tending it a go to hell for you or full. so what that to you on the cost
but most of it seems in japan. when more than a 100000 children lose contact with the parents every year. assume he lives in a modest one, bedroom ground floor, a pop and in chief about 50 kilometers from tokyo. she just manages to support himself by selling insurance in the civil what, what the state of florida. and i know this google gets there will be going to can, you'll be sure to make sure what those fit kind of big that you know, how come it fit on it. so give me a couple of tell us, i...
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May 25, 2024
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a date which william in r forces of the empire of japan. i asked that the congress declare that since the and attack by japan on sunday, december seven, 1941 a state of war has existed between the united states and the japanese empire. the attack was part of a larger military plan to seize control oil and other criticalrces in the pacific rim. japan's goal was to destroy our ability to stand in their way. four days lateitaly who were allied with japan, declared war on theedtates. roosevelt had believed for some time that germany pose the threat to america's long term security. when hitler, mmachines against united states, roosevelt'sneed to respond was as the united states situation was grim. japan had destroyed much of america's west coast fleet and nowd vast areas of the pacific. and the north atlantic.german continued their deadly campaign against supply ships britain. so what? what about. germany armies had invaded the soviet union. winston churchill, the prime of england. america ally, traveled to washington to meet with roosevelt. tog
a date which william in r forces of the empire of japan. i asked that the congress declare that since the and attack by japan on sunday, december seven, 1941 a state of war has existed between the united states and the japanese empire. the attack was part of a larger military plan to seize control oil and other criticalrces in the pacific rim. japan's goal was to destroy our ability to stand in their way. four days lateitaly who were allied with japan, declared war on theedtates. roosevelt had...
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May 24, 2024
05/24
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and japan is its immediate neighbor, japan's discipline, from taiwan only by 109 kilometers. what ever happens in taiwan mattress, very much to the national security of japan. and indeed, the japanese new, the sick you with the laws have made it possible for the united states and japan to work as a unit in case of taiwan contingencies. and the philippines and japanese have uh, uh, recently started work very closely together. and i think that sort of korea and japan will also do the same. so make sure that the chinese should better understand that these sorts of media, terry exercises intimidation, that threatening actions could only lose international support and not the wind, anything. before i want to move on, but a touch on something very briefly saying you, these a part of these drills are focusing on some of the small islands, only about 10 kilometers off the coast of china. how it risk of being annexed here by china and is that it worries in taipei right now as well. it is worried indeed because of this uh, remote islands are very close to china and very difficult to de
and japan is its immediate neighbor, japan's discipline, from taiwan only by 109 kilometers. what ever happens in taiwan mattress, very much to the national security of japan. and indeed, the japanese new, the sick you with the laws have made it possible for the united states and japan to work as a unit in case of taiwan contingencies. and the philippines and japanese have uh, uh, recently started work very closely together. and i think that sort of korea and japan will also do the same. so...
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May 27, 2024
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japan did sign on to biden administration export controls. they have resisted pressure to do it further, so this is something li qiang is obviously in seoul to talk to his korean and japanese counterparts to persuade them not to go full throttle on what the biden administration has done on those export controls. again, we are hearing from the nikkei newspaper that the three leaders will try to rekindle talks for a free-trade agreement , which is mired in a lot of different issues, including what japan has levied against beijing , and that is this unfair use of subsidies to prop up state-owned enterprises and the like. whether an fta will come to fruition is probably a long shot , also given geopolitical concerns that are probably even more prominent right now then perhaps some of the economic common ground they could possibly reach. haidi: stephen engle watching that very key trilateral meeting. we will get more analysis on those talks with the council on foreign relations later this hour. some other geopolitical headlines, nvidia bus and a b
japan did sign on to biden administration export controls. they have resisted pressure to do it further, so this is something li qiang is obviously in seoul to talk to his korean and japanese counterparts to persuade them not to go full throttle on what the biden administration has done on those export controls. again, we are hearing from the nikkei newspaper that the three leaders will try to rekindle talks for a free-trade agreement , which is mired in a lot of different issues, including...
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May 26, 2024
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navy destroyed four japanese aircraft carriers and ended japan' tcentral. a month later, american invaded the guadalcanal this was the first step in a strategy that came be called island hopping. an island by island advance toward the japanese homeland in situation also improved. british forces the german akorps in egypt. an anglo american invasion force landed in north africa to clear the continent of axisces and the german advance. the soviet union was stoed in a series of hard fought battles. in 1943, the tide of battle continued to turn in favor of the allies as they gained greater and greater control of the fighting in bothope and the pacific. the soviet union turned back the german invasion and hitler's armies westward. in july the allies invaded sicily. the invasion led to the overthrow of mussolini's government. italy's surrender. soon after. the battle of the atlae campaign end. the german submarine menace in the atlantic ocean began ton the allies favor as well. the allies to eliminate this threat so they could begin the giant build up of men and
navy destroyed four japanese aircraft carriers and ended japan' tcentral. a month later, american invaded the guadalcanal this was the first step in a strategy that came be called island hopping. an island by island advance toward the japanese homeland in situation also improved. british forces the german akorps in egypt. an anglo american invasion force landed in north africa to clear the continent of axisces and the german advance. the soviet union was stoed in a series of hard fought...
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May 24, 2024
05/24
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japan cpi data show cooling for a second straight month. haslinda: that's right, and now the boj meeting next month is probably live. our next guest sees two fed rate cuts this year, starting in the third quarter. the chief investment strategist at bank of singapore joins us here in the studio. we talk about a swaps market, now repricing, expecting a cut only in december. we've gone from seven to one. perhaps david solomon of goldman may be right, maybe we could have none. >> he could well be. but we are little cautious about how fast expectations are moving and we would not put too much weight on it. we look at the data where it runs a little hotter in the first quarter of the year, that's not surprising. we think disinflation will feature much more prominently for the rest of the year. a couple of weeks ago, the less cpi print we did see some encouraging signs in that respect. overall we think two cuts would be the most likely scenario. haslinda: inflation has remained sticky, not just in the u.s., but elsewhere. it is a phenomenon among
japan cpi data show cooling for a second straight month. haslinda: that's right, and now the boj meeting next month is probably live. our next guest sees two fed rate cuts this year, starting in the third quarter. the chief investment strategist at bank of singapore joins us here in the studio. we talk about a swaps market, now repricing, expecting a cut only in december. we've gone from seven to one. perhaps david solomon of goldman may be right, maybe we could have none. >> he could...
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May 23, 2024
05/24
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we have ppi -- pmi data from japan. looking at those results, we have actually had the manufacturing reading expanding above that 50 line for the first time since may 20. this is the private survey that comes through. we are tracking that permits the manufacturing pmi coming in at 50.5. these are the preliminary numbers for may. first i would have seen it above 50 in a year. we have services. a slight deterioration from the month prior but still above the 50 mark, 53.6. it was 54.3 in the month prior. the confidence reading pretty much study, 52 .4. but the focus is very much on the services pmi -- manufacturing above 50 since may of last year. haidi:. haidi: let's look at how markets are tracking at the moment. it has been a mixed session. it was a mixed session overnight. the pass when it comes to those of nvidia numbers is not immediately clear other than when you look at the tech-heavy markets. the nikkei 225 up 6/10 of 1%. some of the most across the ai and chip-related names, not managing to get a broader kospi up
we have ppi -- pmi data from japan. looking at those results, we have actually had the manufacturing reading expanding above that 50 line for the first time since may 20. this is the private survey that comes through. we are tracking that permits the manufacturing pmi coming in at 50.5. these are the preliminary numbers for may. first i would have seen it above 50 in a year. we have services. a slight deterioration from the month prior but still above the 50 mark, 53.6. it was 54.3 in the month...
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May 12, 2024
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will we see that in japan? russell: yes, high expectations for them, they're are probably going to announce buybacks. capital ratio is lower so they may hold off, but the sheer prices of japanese banks are up more than 25%. the rate threshold is hoping all companies can benefit from and look back to four years ago, the ratio was 0.3. shares have risen a lot on high expectations for returns. haidi: russell ward in tokyo. israel risks fueling insurgency in gaza with thousands remaining in the territory. israel has evacuated one third of the city as it expands military operations. the u.s. said it would withhold weapons and cited evidence that israel breached laws protecting civilians. vladimir putin has replaced a defense minister. sergei had been in the post since 2012 and the reshuffle is the first shakeup since the ukraine invasion as russian forces seek to capitalize on their advantage. below to me or people not to panic. he called the situation extremely difficult after orders were given for a mass evacuatio
will we see that in japan? russell: yes, high expectations for them, they're are probably going to announce buybacks. capital ratio is lower so they may hold off, but the sheer prices of japanese banks are up more than 25%. the rate threshold is hoping all companies can benefit from and look back to four years ago, the ratio was 0.3. shares have risen a lot on high expectations for returns. haidi: russell ward in tokyo. israel risks fueling insurgency in gaza with thousands remaining in the...
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May 19, 2024
05/24
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the kingdom is also a major oil supplier to japan. energy analyst ellen wald of president of transversal consulting laid out the types of ventures both japan and saudi arabia may push for on this trip. it is about more than just a supplier visiting a consumer, it is more about forging economic ties across areas that don't just encompass economic ties across areas that don'tjust encompass oil. so with the paf, the saudi public investment fund holding a major stake in nintendo and also with other investments, some work has been done with japanese companies in terms of exporting blue ammonia and there is a lot more going on there for that and the chemical industry. it is definitely about forging longer lasting economic ties. i could you tell is more about some of the other ventures that saudi arabia will be pursuing injapan —— and could you. particularly investment coming into japan? yes, particularly investment coming intojapan? yes, i particularly investment coming into japan? yes, i wouldn't be surprised. a lot of the energy stuff
the kingdom is also a major oil supplier to japan. energy analyst ellen wald of president of transversal consulting laid out the types of ventures both japan and saudi arabia may push for on this trip. it is about more than just a supplier visiting a consumer, it is more about forging economic ties across areas that don't just encompass economic ties across areas that don'tjust encompass oil. so with the paf, the saudi public investment fund holding a major stake in nintendo and also with other...
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so create japan military cooperation over the past couple of years. and so you'll restarted previously suspended large scale joint military exercises. china view these as a threat to them while the us and so chris say they're really aimed at north korea . aging sees this otherwise, and they are concerned that so create japan or going to strengthen that alliance with united with the united states. further, in washington's efforts to further contain china, michael, north korea's the weapons program is part of the backdrop to this meeting. to what extent can these countries work together when it comes to this issue? i think that's really a, a tough one here. so 3 in japan, of course they want to see these long range missile tests that the north korea has engaged and especially ramped up over the past year and a half or so they want to see those contain they certainly don't want to see nor create move further to develop its nuclear technology. they're also increasing concerns about north korea, sending weapons to russia for use, and it's attack on ukraine
so create japan military cooperation over the past couple of years. and so you'll restarted previously suspended large scale joint military exercises. china view these as a threat to them while the us and so chris say they're really aimed at north korea . aging sees this otherwise, and they are concerned that so create japan or going to strengthen that alliance with united with the united states. further, in washington's efforts to further contain china, michael, north korea's the weapons...
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so certainly japan. and so 3, it perhaps will make further efforts toward encouraging page inter rain in north korea both in terms of its nuclear missile technology and in terms of its support for rushes. one ukraine, michael, that's a journalist or frank smith in sole. frank, thanks very much to israel now we're anti government protesters of class with police. intel, of these thousands of demonstrators took to the streets on saturday, demanding the resignation of prime minister benjamin netanyahu, and the immediate release of all sausages still being held by him. most garza scuffles broke out as we moved in using water cannon to disperse the crowd. netanyahu and his government have been coming under increasing pressure to end the war in gaza and allow humanitarian aid in. but their standing firm saying israel has the right to defend itself against the mos in the wake of the october 7 terror attack. a d is really military released images. they say showing a salt in northern gaza. or they say they destroy
so certainly japan. and so 3, it perhaps will make further efforts toward encouraging page inter rain in north korea both in terms of its nuclear missile technology and in terms of its support for rushes. one ukraine, michael, that's a journalist or frank smith in sole. frank, thanks very much to israel now we're anti government protesters of class with police. intel, of these thousands of demonstrators took to the streets on saturday, demanding the resignation of prime minister benjamin...
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May 26, 2024
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japan's goal was to destroy our ability to stand in their way. four days later, germany and italy who were allied with japan, declared war on the united stateroosevelt had believed for some time that germany pose the greatest threat to america's long term security. when hitler, mussolini set their against united states, roosevelt's concerns were proven, justified, and his need to respond was obvious. as the united states entered war, the situation was grim. japan had destroyed much of america's west coast fleet and now controlled pacific. and the north atlantic. german continued their deadly campaign against supply ships bound for great britain. so what? what about. germany armies had invaded the soviet union. winston churchill, the prime of england. america ally, traveled to washington to meet with roosevelt. together, they planned a strategy to combat the axis powers. it began to pay off in june of 42 as the allies stopped the expansion of the axis powers and began to tak in epic battle of midway. in june, 1942 was a major turning point. the u.
japan's goal was to destroy our ability to stand in their way. four days later, germany and italy who were allied with japan, declared war on the united stateroosevelt had believed for some time that germany pose the greatest threat to america's long term security. when hitler, mussolini set their against united states, roosevelt's concerns were proven, justified, and his need to respond was obvious. as the united states entered war, the situation was grim. japan had destroyed much of america's...
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May 21, 2024
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let's kick off with what wie seeing in japan. the big focus in the country is what's happening with the 10-year yield. just continuing to track a bit higher. we're sitting at levels we haven't seen since 2013 for this bond here. certainly the question is, thage station that -- thage decision that we're getting from traders, when we're going to see the b.o.j. start to cut or hike rates, we're hearing them say the same three moves this year could be possible. we are getting close to the 1% market. continuing to track the 10-year yield at levels we haven't seen since 2013. really does play into the currency dynamics. again today in the stherks yen fractionally weaker against the dollar here, trending back again closer to the 157 mark. stocks wise, look, we're a little high right now but fairly range bound on the session. that points to what we're saying. nvidia numbers are yet to come out. you mentioned the cleveland fed president, three rate cuts could no longer be appropriate. what does that mean for the dynamics of japan as well,
let's kick off with what wie seeing in japan. the big focus in the country is what's happening with the 10-year yield. just continuing to track a bit higher. we're sitting at levels we haven't seen since 2013 for this bond here. certainly the question is, thage station that -- thage decision that we're getting from traders, when we're going to see the b.o.j. start to cut or hike rates, we're hearing them say the same three moves this year could be possible. we are getting close to the 1%...
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May 24, 2024
05/24
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it's not just a story of japan's inflation. u.s. numbers came out overnight and we saw further resilience come into the u.s. economy. pushing out expectations for fed hikes to december fully priced and for the first quarter point cut for fed officials so a distance here but equities 1.5% to the downside is we get underway this morning, japanese yield went to note because we are at the 1% mark so rising just a little bit here about that has been the really big trend that we are seeing, we are going back to levels we have not seen before the experimental policy led by the governor of the boj. let's change on your different stocks we are watching this morning. samsung. we are getting reports it failed the nvidia test and we will get more details but nvidia rather samsung has been a key supplier into nvidia and nvidia working with samsung before the delivery of memory chips so you see samsung off by 2% and that will not be a great indicator for the kospi and the kospi 1.3 percent samsung to note as well because it was one of the top pic
it's not just a story of japan's inflation. u.s. numbers came out overnight and we saw further resilience come into the u.s. economy. pushing out expectations for fed hikes to december fully priced and for the first quarter point cut for fed officials so a distance here but equities 1.5% to the downside is we get underway this morning, japanese yield went to note because we are at the 1% mark so rising just a little bit here about that has been the really big trend that we are seeing, we are...
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May 23, 2024
05/24
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japan is the largest provider of silicon wafer's to china. they have some companies without -- with a huge presence in china. washington is said to be pushing to richard -- reach an agreement with korea before the g7 summit. then japan and korea may have another trilateral summit with the u.s. in july. haidi: complexity on just about every front because of china's also the biggest in a factor of north korea and has militarily been very present across the region. how do those issues get dealt with? minmin: military is a big deal as well, we see japan, korea and u.s. strengthening the mechanism, holding joint drills where north korea has a territorial dispute. north korea is always a concern, especially for south korea. it's a nuclear missile program and allegations of the weapons for aid exchange with moscow for the war in ukraine. they have denied this. but they might push russia to rein pyongyang in. they are looking to have a joint declaration detailing some outcomes. we could get people to people extent just, dealing with infectious diseas
japan is the largest provider of silicon wafer's to china. they have some companies without -- with a huge presence in china. washington is said to be pushing to richard -- reach an agreement with korea before the g7 summit. then japan and korea may have another trilateral summit with the u.s. in july. haidi: complexity on just about every front because of china's also the biggest in a factor of north korea and has militarily been very present across the region. how do those issues get dealt...
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May 2, 2024
05/24
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. >> reporter: growing up , she came to japan town to learn japanese. it is part of her identity. >> reporter: what place does it hold in your heart? >> deep down inside. i live and breathe japan town. >> reporter: the native san franciscan keeps the history and culture and beauty alive as executive director a of the community benefit district. >> it gives me a chance and to make sure it will be here for the future. to that end, in the heart of japan town for more than half of it 50 years. the festival celebrates the rich diversity of asian-american and pacific islander communities. she recently helped lead the effort to make it a legacy business. a designation that comes with marketing and grant support. the work was most critical in the pandemic. she owns the origami store her parents started 57 years ago. >> business is great . but matt grace crafted a strategy that kept many stores from folding. >> she is the only reason why japan town survived the pandemic. but matt grace checked in with small business owners to ensure they had a dates from the cit
. >> reporter: growing up , she came to japan town to learn japanese. it is part of her identity. >> reporter: what place does it hold in your heart? >> deep down inside. i live and breathe japan town. >> reporter: the native san franciscan keeps the history and culture and beauty alive as executive director a of the community benefit district. >> it gives me a chance and to make sure it will be here for the future. to that end, in the heart of japan town for more...
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May 16, 2024
05/24
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import inflation for food in japan is extremely high. getting that yen stronger one-way are the other is the only real way that households in japan can still get some relief given what has happened with the major depreciation we have seen so far this year. paul: an easy way to get in strength will be for that boj to continue tightening. but 2% contraction on the year for the quarter, the boj is on the horns of a dilemma. >> it is an exceptionally difficult challenge. for japan it's a tougher road ahead than the ecb of the fed. but bear in mind that potential gdp growth in japan is very low because there are structural factors. your at a run rate of maybe .5 or a little higher. any given quarter, japan can easily slip into recession. it's not about the gdp story, it's about can the boj be brave enough to move forward and tighten conditions so that the yen appreciates. that is really what has to happen here. paul: thank you so much for joining us with your insights today. let's take you back to beijing, and there you see two best friends,
import inflation for food in japan is extremely high. getting that yen stronger one-way are the other is the only real way that households in japan can still get some relief given what has happened with the major depreciation we have seen so far this year. paul: an easy way to get in strength will be for that boj to continue tightening. but 2% contraction on the year for the quarter, the boj is on the horns of a dilemma. >> it is an exceptionally difficult challenge. for japan it's a...
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May 1, 2024
05/24
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RUSSIA24
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in japan, this is the best time of the year. why aren't you drinking? come on, come on, don't hurt us. we have to keep the japanese to their word. one of the most popular cherry blossom attractions in tokyo is boating along the walls of an ancient military fortress in the heart of the city. this requires samurai patience and endurance, this year we gave our word: to fulfill this point program, whatever the cost. today we came here at 10:00 am, but the boat rental was suspended because it was raining a little. now it’s almost 33, about 40 minutes ago we were told that they would launch it in an hour, but if it rains, then everything will be postponed again indefinitely, but we decided not to leave here anywhere to drink this cup to the bottom. while we were waiting for the opening, the line behind us stretched the entire length, the ditch began to turn the corner, on this day luck was on our side. they gave us the treasured ticket for 3 hours, the maximum boat ride time is one hour, this is enough to examine in detail the most picturesque branches of s
in japan, this is the best time of the year. why aren't you drinking? come on, come on, don't hurt us. we have to keep the japanese to their word. one of the most popular cherry blossom attractions in tokyo is boating along the walls of an ancient military fortress in the heart of the city. this requires samurai patience and endurance, this year we gave our word: to fulfill this point program, whatever the cost. today we came here at 10:00 am, but the boat rental was suspended because it was...
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May 21, 2024
05/24
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this is after the reporting season in japan, we have seen ¥10 trillion announced in japan, which is obviously very strong. 50% of companies have increased their dividend. there is a lot happening in terms of corporate performance really driving a lot of change in credit opportunities for alpha. we are seeing a very much impulse for the same thing appearing in korea as well. we are seeing a belly a program being discussed and being implemented slowly and certainly seeing a very similar program happening in crew. china is the one that everybody wants to talk about. we are also watching closely with happening with regard to the property market in the inventory stock story and the potential policy that we say supports the market going forward. haslinda: are you expecting more stimulus, is it driving the optimists, and where will growth come from? >> i don't think we are expecting much more stimulus, but we are expecting a decisive policy response. we adjust this issue of inventory oversupply and i think if we could see an impulse there to really tackle that in an effective way, then hopefully tha
this is after the reporting season in japan, we have seen ¥10 trillion announced in japan, which is obviously very strong. 50% of companies have increased their dividend. there is a lot happening in terms of corporate performance really driving a lot of change in credit opportunities for alpha. we are seeing a very much impulse for the same thing appearing in korea as well. we are seeing a belly a program being discussed and being implemented slowly and certainly seeing a very similar program...
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May 18, 2024
05/24
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RUSSIA24
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about the fact that japan started a war in asia and... here are the remains of the secret laboratories of the japanese detachment 731. during the occupation of manchuria, its employees were developing bacteriological weapons. the detachment was located not far from... the carbine occupied 150 buildings on an area of 6 km. here the japanese invaders carried out savage experiments on living people. in 1945, before fleeing china, they blew up most of the premises. but the japanese will completely destroy all buildings, for example, a laboratory for freezing prisoners. did not have time. unit 731 conducted experiments on frostbite in humans here. their goal was to find treatments to protect japanese soldiers from frostbite to fight the war against the soviet union in the north. this room contained refrigerating machines. from here the chemical gas came through the pipes. into the next room, where experimental prisoners were frozen. today, on the territory of the former laboratories, a grandiose museum has been opened, dedicated to the m
about the fact that japan started a war in asia and... here are the remains of the secret laboratories of the japanese detachment 731. during the occupation of manchuria, its employees were developing bacteriological weapons. the detachment was located not far from... the carbine occupied 150 buildings on an area of 6 km. here the japanese invaders carried out savage experiments on living people. in 1945, before fleeing china, they blew up most of the premises. but the japanese will...
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May 1, 2024
05/24
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_ strengthen them as the bank of japan starts to signal in the near— japan starts to signal in the near term. the beauty brand lowered its sates— the beauty brand lowered its sales and demanded china for its premium beauty products. johnson and johnson has outlined a new settlement to resolve nearly all of the lawsuits it faces over allegations that its baby powder and other talc products cause cancer. j&j will pay roughly 6.5 billion dollars to former customers with ovarian cancer claims, over the next 25 years. while the pharmaceutical giant still maintains its talc powder does not cause cancer, the company is looking to put an end to this costly legal battle. turning to india now, where politicians are recognizing women as a significant force in the ongoing elections. of the country's billion voters — nearly half are women. as more women head to the polling booths political parties are courting them with various pro—women schemes and policies. archana shukla reports from the southern indian state of karnata ka. in exhausting weight but the daily commute is easy when she hops on
_ strengthen them as the bank of japan starts to signal in the near— japan starts to signal in the near term. the beauty brand lowered its sates— the beauty brand lowered its sales and demanded china for its premium beauty products. johnson and johnson has outlined a new settlement to resolve nearly all of the lawsuits it faces over allegations that its baby powder and other talc products cause cancer. j&j will pay roughly 6.5 billion dollars to former customers with ovarian cancer...
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the omega sisters are big in japan's v tubing community. some of the videos by the virtual twins have millions of views. you jerry wake up at 8 o'clock and this is a free time from backed up time to about the news. and from south elk grove through 6, a 6 deal gross, or the sure thing, the movie recording videos for a few hours in the afternoon. sounds like a fidget cushion job, but that's just the fraction of the work we do, but do many stream for 10 or more hours a day because the chances of getting rid of slim re to best as like the on the go sisters are more of an exception to the rule with hundreds of thousands of subscribers, they can do on several 1000000 euros a year. the tubing is a growing market, according to a to the market research, the global, the to where markets can grow nearly a 3rd and the next few years. one reason, better hardware and software is making the tubing easier and more accessible for eco, she flurries in japan and many of the to those donations are an important source of income. unlike traditional youtube, this
the omega sisters are big in japan's v tubing community. some of the videos by the virtual twins have millions of views. you jerry wake up at 8 o'clock and this is a free time from backed up time to about the news. and from south elk grove through 6, a 6 deal gross, or the sure thing, the movie recording videos for a few hours in the afternoon. sounds like a fidget cushion job, but that's just the fraction of the work we do, but do many stream for 10 or more hours a day because the chances of...
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May 29, 2024
05/24
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no doubt the bank of japan was bad. i think the amount of intervention they conducted was pretty substantial, probably north of $50 billion. i suspect we are not too far off from another one, but we have to remember what is the source of this uptrend. 10-year yields have risen basis points in the last 10 days, and that have been the main driver of most of the dollar-yen volatility we have seen in the last couple of years even though those jgb yields have gone up above one person. it's the level of treasury yields that seems to be dominating. unless and until we see some reversal there, or that we see the bank of japan stepping up whether it is the pace of quantitative tightening, or whether we see rises in the overnight rate that go beyond current market expectations, it's difficult to see a near term reversal of that trend. i think the warranty for broader asia is that the rate continues to rise, we have seen it in the pboc's fixing for the yuan which was yesterday. it is feeding back and has undermined the aussie doll
no doubt the bank of japan was bad. i think the amount of intervention they conducted was pretty substantial, probably north of $50 billion. i suspect we are not too far off from another one, but we have to remember what is the source of this uptrend. 10-year yields have risen basis points in the last 10 days, and that have been the main driver of most of the dollar-yen volatility we have seen in the last couple of years even though those jgb yields have gone up above one person. it's the level...
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May 14, 2024
05/24
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resolution reflect japan going role or is there another reason japan would be interested in this topic? >> japan has been a very close partner with the united states government in space security and the outer space and japan has, i think, deeply supported all of the efforts, the international community has taken to really ensure the long-term outer space and they're doing amazing things to incorporate greater, you know, scientific capacity and improvement of capabilities and i think japan was a natural partner and in fact, really did a really good job in explaining why this should matter to all governments, not just the u.s. and japan, but all governments that have present or future reliance on outer space and i think eventually that will be all government so japan was a natural partner for this and deeply appreciate us pushing this forward. >> and this is kind of a similar question about the impact. is there an impact with iss and i'll broaden it a bit and with human space activities, from charles blue at the city university of new york. do you see a direct effect this time on the spa
resolution reflect japan going role or is there another reason japan would be interested in this topic? >> japan has been a very close partner with the united states government in space security and the outer space and japan has, i think, deeply supported all of the efforts, the international community has taken to really ensure the long-term outer space and they're doing amazing things to incorporate greater, you know, scientific capacity and improvement of capabilities and i think japan...
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May 29, 2024
05/24
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there is the open we are tracking for japan. the yield gap has been putting downside pressure on the japanese yen, trading north of 157 here. lots of different currency crosses we are having, the pound versus the yen one of the key ones today, giving levels we have not seen in about 16 years. the boe being amongst the g10 countries that could be the last to cut rates, a bit of a laggard there. what else we are tracking is the move so far for equities, fairly steady, quite range bound. u.s. stocks overnight did not really move much. the action more in the bond space. speaking of bonds, you are still seeing the japanese 10 year yield itching higher past 1% mark. quick check on what is happening in korea so far. the action fairly muted, a little bit of downside coming through. watching the korean won as well. just a little weaker against the u.s. dollar, but we are watching for any sort of details around the fx trading hours in korea, because we are expecting a joint statement for the finance ministry and the bank of korea on an ex
there is the open we are tracking for japan. the yield gap has been putting downside pressure on the japanese yen, trading north of 157 here. lots of different currency crosses we are having, the pound versus the yen one of the key ones today, giving levels we have not seen in about 16 years. the boe being amongst the g10 countries that could be the last to cut rates, a bit of a laggard there. what else we are tracking is the move so far for equities, fairly steady, quite range bound. u.s....
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she has his thoughts, exclusive into the japan will not appreciate my emissions when i left japan for russia, everyone was against my decision, a seal pd for the japanese government. it is very immediate. does whatever the us tells us to do? i wanted to show the us that there was a japanese man who's on the wash, assigned the head of the welcome to our team, to an option or reaching you live from a new center in moscow. why a michael fortune. now we start this with breaking news coming from russia. a passenger plane traveling from moscow to the city of autumn book has disappeared from the slide tracking services before that's the ad boss. a 321 had issued a distress call with media report saying that he was returning to a set of my to the airport and the roster and kind of a capital of a plane had been flying for 30 minutes and had dropped to an altitude of 3000 meters, we will keep you update as soon as we get more details of what's going on. i mean, what set to be a direct response to increasing talks of putting west and boots on the ground in ukraine. the president put things order
she has his thoughts, exclusive into the japan will not appreciate my emissions when i left japan for russia, everyone was against my decision, a seal pd for the japanese government. it is very immediate. does whatever the us tells us to do? i wanted to show the us that there was a japanese man who's on the wash, assigned the head of the welcome to our team, to an option or reaching you live from a new center in moscow. why a michael fortune. now we start this with breaking news coming from...
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May 8, 2024
05/24
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and japan for security. jon: at this point it looks like things are going to stay the course with foreign policy. the opposition is in favor -- they want warmer ties with china. but yoon is going to have a summit expected this month with the leaders of japan and china. and in july he is thought to have a summit with president biden and japanese prime minister kishida, where they are going to reaffirm the security commitments they have made. so it looks like he is going to be set pretty much for keeping the course for now for his security arrangements which are getting closer to the u.s. and japan, working on ways to prevent the threats posed by the likes of north korea. haidi: our east asia government editor jon herskovitz. more ahead on daybreak australian. this is bloomberg. ♪ haidi: a sydney apartment described as the most luxurious penthouse of the summit -- the summer in -- the price tag has been cut by 10% to still an eye watering $59 million u.s. we have more on this. you have access to this incredi
and japan for security. jon: at this point it looks like things are going to stay the course with foreign policy. the opposition is in favor -- they want warmer ties with china. but yoon is going to have a summit expected this month with the leaders of japan and china. and in july he is thought to have a summit with president biden and japanese prime minister kishida, where they are going to reaffirm the security commitments they have made. so it looks like he is going to be set pretty much for...
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May 23, 2024
05/24
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1TV
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- this is such poland, and most likely it is made for japan by the most the big stake is in this... and even the raising of fighter jets - this was already such a major international incident, before finishing about taiwan, i built a small bridge to bahrain. we must not forget that manamo is the headquarters of the us fifth fleet in the persian gulf, it is the capital of bahrain, and the fact that the king of bahrain, after vladimir putin’s visit to beijing, did something so unexpected, i would say, well, maybe it was expected, but quite unpleasant for americans first visited moscow, now he is heading to beijing, this suggests that... after vladimir putin’s visit, colossal changes took place, this current large-scale exercise around taiwan is also the determination of the chinese, which they acquired after vladimir putin’s visit, that is, he gave a certain impetus, our president , the leader of russia, gave the impetus to the chinese to act more decisively, well, that is, here i also observe, in addition to this, an aggravation in taiwan, also that china for the first time int
- this is such poland, and most likely it is made for japan by the most the big stake is in this... and even the raising of fighter jets - this was already such a major international incident, before finishing about taiwan, i built a small bridge to bahrain. we must not forget that manamo is the headquarters of the us fifth fleet in the persian gulf, it is the capital of bahrain, and the fact that the king of bahrain, after vladimir putin’s visit to beijing, did something so unexpected, i...
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May 16, 2024
05/24
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haidi: overall for japan, how are we doing? the redirection of flows from china was one of the big factors to begin with at the start of the rally. are we seeing money flowing back? >> to some extent. some people say it is a near-term risk to watch. most people say that japanese stocks are right now range bound mostly driven by macro factors, geopolitical tension in the middle east or the more hawkish tone from the fed. however, once that macro factor is over, the fundamentals of japanese stocks remains strong. dollar-based investors are still quite cautious when it comes to the currency volatility as we are seeing the dollar-based return for japanese stocks lagging. -- lagging its global peers. blackrock mentioned, we will have to see the currency stabilize around the level of 150 against a dollar in order for global investors to feel more comfortable coming back into japan. that would be some of the factors we are watching. annabelle: our asia equity reporters. we have more ahead on "daybreak: australia." this is bloomberg.
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May 14, 2024
05/24
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the reasons are we see good momentum in the japan economy, inflows in japan markets and we think that the differential is going to narrow. part of the reason we tested 160 is because expectations have been priced out, which was a forecast in the year in line with our forecast. we think ultimately the fed will cut rates later in the year. we think the boj will do limited tightening so we see the differentials narrowing, fundamentals are strong and international investors are underweight and japan so we expect to see inflows into japan. i would say are median term view would be that the yen goes toward 145, possibly would 40. after that, it is open because we don't know the direction of policy in 2025. in the meantime we will test 160 markets. we've seen determination from authorities to defend the yen so my view is unchanged. over time the yen will appreciate. >> speaking of policy shifts, how is japan performing since the boj change policy? christopher: japan fixed income is a much more interesting market when you actually have interest rates were fixed income so it has been an intere
the reasons are we see good momentum in the japan economy, inflows in japan markets and we think that the differential is going to narrow. part of the reason we tested 160 is because expectations have been priced out, which was a forecast in the year in line with our forecast. we think ultimately the fed will cut rates later in the year. we think the boj will do limited tightening so we see the differentials narrowing, fundamentals are strong and international investors are underweight and...
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May 20, 2024
05/24
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, particularly the investment coming into japan? i would not be surprised, a lot of the energy stuff will be left mainly to aramco and their executives who already have deep ties with japan and with japanese companies. what i would expect to see is four 26 nbs to pursue other investments, both money going into japan but also to see perhaps to kind of bring some japanese investment to saudi arabia. the saudis are really looking to diversify their economy. they would like to manufacture things, for example inside saudi arabia they would love to get toyota to open a plant in saudi arabia and other things. and what saudi arabia has to offer is land, very cheap energy resources, subsidies in terms of that, so it will be interesting to see if there are any mous that are signed as evidence of companies injapan looking to pursue economic investment in saudi arabia. also, there is a saudi money that can be invested in japanese companies, with the pif looking to really diversify their holdings and their investments.— their holdings and thei
, particularly the investment coming into japan? i would not be surprised, a lot of the energy stuff will be left mainly to aramco and their executives who already have deep ties with japan and with japanese companies. what i would expect to see is four 26 nbs to pursue other investments, both money going into japan but also to see perhaps to kind of bring some japanese investment to saudi arabia. the saudis are really looking to diversify their economy. they would like to manufacture things,...
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May 9, 2024
05/24
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. , ., in japan? fin whales are the second-largest _ in japan? fin whales are the second-largest wales - in japan? fin whales are the second-largest wales after| in japan? fin whales are the i second-largest wales after the in japan? fin whales are the - second-largest wales after the blue second—largest wales after the blue whale. japan been considering adding fin whales to their hunting list for quite some time, possibly driven by a desire for a larger catch due to their significance size and the amount of meat they provide. they are basically, they have pushed it through and are about to go out, hopefully not, but are about to go out on boats to start catching the second largest whale around. fire second largest whale around. are the an second largest whale around. are they an endangered species or abundant in the wild? the? they an endangered species or abundant in the wild? they are deftly not _ abundant in the wild? they are deftly not considered - abundant in the wild? they are | deftly not considered abundant. abundant in the wild? the
. , ., in japan? fin whales are the second-largest _ in japan? fin whales are the second-largest wales - in japan? fin whales are the second-largest wales after| in japan? fin whales are the i second-largest wales after the in japan? fin whales are the - second-largest wales after the blue second—largest wales after the blue whale. japan been considering adding fin whales to their hunting list for quite some time, possibly driven by a desire for a larger catch due to their significance size...
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the trend originated in japan. the home of monga, japanese mutual started appearing about a decade ago. today. they are tens of thousands of youtube as worldwide. how did this trend gets on? we spoke to creators and people behind the scenes in japan. this is e q who she 40 ping space princess from a galaxy light years away. the v 2, but from japan has more than 50000 pounds on youtube alone. but as a standard, when it comes to v tubers or fans don't know what you looks like in real life. the 2 birds use the motion, capture hardware and software to transfer the motions to their avatar their by bringing it to life. because you 40 started b tubing in 2021. she plays video games, does crafts previews, food and things for the creator. it's a full time job being of the to where it is kind of the unique experience because you can connect with your audience in the personally, without viewing your personal information. um, my audience doesn't see my face, but they can see the way i move and react to certain situations. i fe
the trend originated in japan. the home of monga, japanese mutual started appearing about a decade ago. today. they are tens of thousands of youtube as worldwide. how did this trend gets on? we spoke to creators and people behind the scenes in japan. this is e q who she 40 ping space princess from a galaxy light years away. the v 2, but from japan has more than 50000 pounds on youtube alone. but as a standard, when it comes to v tubers or fans don't know what you looks like in real life. the 2...
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May 16, 2024
05/24
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inflation in japan is expensive. inflation injapan is nothing compared to the rest of the world but japan had decades of no inflation or even deflation when the prices fell, and authorities have been desperate to have prices rise copy ordinary consumers just are not used to it by wages have risen bit after decades of no pay rise, wages are adjusted to inflation that has been falling for two years and the weakness of the japanese yen does not help because it makes imported products like oil more expensive and that's why people have been tightening their purse strings. there are a lot of talks on the growing wealth gap because as we have been talking about, the japanese stock market has been doing really well, those who invest have been getting wealthier but the number of people who put money in the stock market are still not the majority.— still not the ma'ority. thank ou for still not the ma'ority. thank youforgiving_ still not the majority. thank you for giving us _ still not the majority. thank you for giving us
inflation in japan is expensive. inflation injapan is nothing compared to the rest of the world but japan had decades of no inflation or even deflation when the prices fell, and authorities have been desperate to have prices rise copy ordinary consumers just are not used to it by wages have risen bit after decades of no pay rise, wages are adjusted to inflation that has been falling for two years and the weakness of the japanese yen does not help because it makes imported products like oil more...