Neil Newman, Head of Strategy at Astris Advisory, tells Steven Filby why he thinks investors should shy away from the software side of AI and focus more on equipment makers around the APAC region at present. Ken Wong, Asia Equity Portfolio Specialist at Eastspring Investments, says he’s seeing fatigue around AI rather than a bubble, adding that there are still interesting opportunities in the sector.

Jonathan Chiu, President of Schneider Electric Hong Kong, joins Carolyn Wright to talk on how AI has created the rise of data centres and how it is now being used to help make these data centres more energy efficient.

William Pesek, Tokyo-based author and journalist, talks on Japan’s economy, what we might see from the Bank of Japan’s meeting this Friday as well as how Japan lost its lead on semiconductor chips.