Mel Siew, Portfolio Manager at Muzinich and Co, tells Nitin Dialdas that ultimately tariffs tend to filter down to the end consumer, and so we will see some adjustment as they move through supply chains, but the tech sector still looks strong. Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas, says Trump seems passionate about bringing manufacturing back to the US, but the challenge there is down to implementation and whether the US has the right ecosystem to invest in it.

Mark Bromhead, Managing Director at Village Holdings Insurance, joins Carolyn Wright to explain what you need to know about home contents insurance.

Ross Feingold, Head of Research, Caerus Consulting, talks on Nvidia’s denial over back doors in its chips, and why being called in to see regulators in China this week is interesting. He moves onto both good and bad news for Samsung, Canon’s first new semiconductor equipment factory in 21 years and what’s happening in Malaysia’s semiconductor industry.