Carlos Casanova, Senior Asia Economist, UBP, tells Nitin Dialdas what we’ve seen overnight around DeepSeek shows how technology earnings may broaden away from the magnificent seven this year, and it remains to be seen which names will do best in future. Eric Fine, Portfolio Manager, Head of Emerging Markets Active Debt at VanEck, looks at what this shift might mean for bullish activity in bond markets. He goes onto the case for emerging market bonds, saying they can often be winners in terms of geopolitics.

Carolyn Wright is joined by Andrew W Scott, Vice Chairman and CEO of Inside Asian Gaming talks on the outlook for the gaming sector in the region.

John Beirne, Principal Economist, Asian Development Bank, says the recent hike from the BOJ had been expected and the question now is whether the inflation target is sustainable. He says the central bank won’t want to make abrupt changes, but if we see a shift towards demand-driven inflation, we could see more normalisation in rates to come.