Japan’s trade win, bond yields and Singapore’s big bet on the STI

Amidst current geopolitical events, Endowus Chief Investment Officer Hugh Cheng breaks down the reasons behind market shifts, from Japan’s trade-driven Nikkei rally, to rising bond yields, and a S$1.1 billion boost for Singapore’s STI. He also weighed in on the de-dollarisation debate, urging investors to separate short-term hype from long-term fundamentals.