Naomi Fink speaks to CNBC Asia’s Pauline Chiou on The Rundown. Topics for discussion include: Economy: warning signals if employees do not spend those enhanced summer bonuses Markets: could investment trusts get a bumper from bonuses? Risks to the policy outlook Carry trade and interest rates Risk of a premature QQE exit within this financial year
Sentiment in stocks tends to be adversely affected by yen strength, though both might actually be influenced by global appetite for risk/uncertainty over global demand. Naomi Fink chats with CNBC’s Matthew Taylor on the yen, impact on Japanese corporates and BOJ policy. Click here to view the segment.
On Japan’s third-quarter GDP, and what “Abenomics” must yet achieve 14 November 2013 05:30 AM BST/ 02:30 PM JST BBC World Business Report with Sally Bundock http://www.bbc.co.uk/iplayer/episode/b03hdh8l/World_Business_Report_14_11_2013/