Developed market fiscal tightropes: UK & Japan
In this 122nd episode of the On Investors' Minds - APAC Edition podcast, Tai Hui takes a closer look at two of the larger developed market government fiscal budgets, in the UK and Japan. Investors need to be disciplined in their approach to asset allocation, but more importantly, governments need to be disciplined as well in their budget setting. What are the UK government's options to close the 2026 budget gap? How is Japan's new leadership dealing with its already high debt burden? Listen now to Tai to get up to date and find out what this all means for investors.
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