Japanese elections mean weak coalition government. Markets will see Yen weaken - Boj stops normalising policy. Weak yen and likelihood of fiscal packages (to buy votes) means stringer equities. JGB tields will rise reflecting bigger deficits. Read More

RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,. Read More