Know What's Happening in Business

PETER LEWIS'MONEY TALK - Wednesday 11 February 2026

In this episode, Peter Lewis discusses Japan’s post‑election economic challenge: reviving growth without reigniting inflation that has already driven staple prices, like rice, to double. He is joined by Richard Harris of Port Shelter Investment Management and Tony Nash of Complete Intelligence, who analyze the risks to Japanese equities and bond markets, while ADB economist John Beirne offers a macro view on regional growth prospects and policy options. The guests highlight the delicate balance between fiscal stimulus, monetary tightening, and structural reforms needed to restore consumer purchasing power. They also explore investment strategies that can hedge against inflation while capturing any upside from a potential policy shift.