Ryan Roberts, Senior Investment Analyst at The Cross Harbour Holdings and Vishnu Varathan, Head of Macro Asia-ex-Japan and Fixed Income at Mizuho Securities, join Steven Filby to discuss the significance of Nvidia and AMD’s agreement to pay the US government 15% of revenue from AI chips sold to China.

Carolyn Wright is joined by Rainbow Pan, who is General Manager of Wealth & Pensions at Sun Life in Hong Kong, and David Broom, Chief Client and Distribution Officer at Sun Life Asia, to discuss the findings of their latest financial resilience research in the first of a two-part series.

Tokyo-based author and journalist William Pesek says he expects Japan’s Prime Minister Ishiba to be replaced shortly, but the LDP is slow-walking to maintain an appearance of continuity for trade discussions, as well as dealing with the fact that there aren’t many obvious candidates to replace Ishiba with.