George Schultze, Founder & Managing Member at Schultze Asset Management, says market uncertainty continues around talks over the Russia-Ukraine situation, Frank Benzimra, Head of Asia Equity Strategy at Societe Generale, explains why he’s keeping watch on oil prices and the Euro as a result, he goes on to say that if we see a deal, the contents of it will be vital to market reaction.

Jelina Wan, General Manager for Hong Kong and Taiwan at Mars Wrigley, talks on how multinational companies need to localise to optimise performance in different markets.

Nick Smith, Japan Strategist at CLSA, talks on strength in the Japanese market, then goes on to how the country’s automakers are dealing with tariffs, likely BOJ policy and why he agrees with Scott Bessent and where the yen is headed into the end of the year.