James Wong, CEO, Almagest Asset Management, tells Chloe Feng China’s latest export data shows how manufacturers have rushed to beat tariffs, adding that global supply chains are under pressure and we will see shifts. Mel Siew, Portfolio Manager, Muzinich and Co agrees there has been frontloading, and we may expect to see the numbers soften in April and May. He goes on to the potential for careful consideration to come around tariffs on significant product categories, as we have already seen on items like phones.

Samuel Lo, Principal of Manager Research at Morningstar, joins Jeff Cheung to explain why simplifying your investment portfolio and financial planning can be a good thing.

Sayuri Shirai, Visiting Fellow and Advisor for Sustainable Policies, Asian Development Bank Institute, talks on how tariffs on cars and chips may affect Japan’s economy, saying the impact on the auto sector could affect some local factories and it remains to be seen how exemptions may work especially for factories located in the US.