Mel Siew, Portfolio Manager, Muzinich and Co, joins Steven Filby to talk on what’s happening in credit and oil markets, saying that if the disruption continues, a breaking point could be reached, and so being conservatively positioned on credit makes sense. Moving onto the UAE saying it will leave OPEC, Frederick Chu, Managing Director, Investment Strategy, Premia Partners, says it shows the difference in agendas between the UAE and Saudi Arabia, and will lead to OPEC having less influence on the market.

Carolyn Wright speaks with Jean-Francois Salzmann, APAC Chairman and Managing Partner for Forvis Mazars in Japan, on how business leaders in the region are reinvesting for the future.

Ross Feingold, Director of Research, Caerus Consulting, talks on expectations for significant growth for TSMC, looking at plans for expansion in production, as well as the outlook for the AI sector more broadly. He goes on to explore the latest moves by the US to restrict semiconductor exports to China.