14 May 2024
Bigger Picture: Overweight Japan equities despite weak yen
Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock discusses why he continues to see a strong case for increased allocations to Japan. He remains overweight Japanese equities and underweight Japanese government bonds.
Produced/Presented: Ryan Huang

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Listen To His Previous Podcasts:

6 March 2024
Bigger Picture: Markets react to China's 5% GDP growth target
Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock, discusses the market reaction to China's 5% GDP growth target; the potential trajectory of Japanese markets; whether the weakening yen will be a headwind for markets against the backdrop of potential BOJ tightening; and expectations for Fed Chair Jerome Powell's semiannual testimony.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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21 November 2023
Bigger Picture: Which markets present the best long-term Asian equity return opportunities for investors?
Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock, discusses what's driving the current momentum in global markets; why Japanese stocks are performing so well; whether a potential bottoming out of the yen presents headwinds for Japanese stocks; what stimulus measures Chinese authorities need to take to shore up the economy; and where the opportunities for the best Asian equity returns lie in the next 5-10 years.

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17 November 2022
Bigger Picture: Optimism fading that Fed's tightening cycle is near peak

Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock discusses how close the FOMC is to peak rates and why he believes the Fed will stop before that as the economic damage and financial cracks from sharply raising rates becomes clearer in coming months.

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27 July 2022
Bigger Picture: Global recession fears and currency headwinds
Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock, discusses how investors should be positioned following the IMF's third cut to its global growth outlook and warning that the world economy is on the brink of a recession, and the implications of a strong US dollar on the earnings season.

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15 February 2022
Bigger Picture: Sentiments driving a red Valentine's day
Thomas Taw, Head of APAC iShares investment Strategy, BlackRock gives an analysis of what’s driving market sentiment, his outlook for Asian markets, and where he thinks the Europe markets are headed amid tensions brewing over Russia-Ukraine.

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16 November 2021
Bigger Picture: US infrastructure package, Biden-Xi summit
Thomas Taw, BlackRock Head of APAC iShares Investment Strategy discusses what type of impact on markets will be seen from the US infrastructure package, Biden-Xi virtual summit, and the better expected round of China economic data in October.

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12 October 2021
The Bigger Picture: Rising inflation worries amid surging oil prices
Thomas Taw, Head of iShares Investment Strategy APAC, BlackRock discusses his views on investing in China, Japan, Indonesia, and Europe, as well how investors can manage inflation risks.

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