Hao Zhou, Chief Economist at GTJAI, tells Steven Filby that markets are pricing in stabilisation of US-China ties from the upcoming meeting between Xi and Trump, but aren’t expecting any significant moves. Going onto what we could see from the US Federal Reserve, Anthony Malouf, Economist at Ebury, explains why he’s now expecting a hike in December.

Tracy Cui, China Technology Research Analyst, CITIC CLSA, joins us from the CITIC Securities International 33rd Investors' Forum to talk on developments in China’s semiconductor sector, going into the structural growth she is seeing in the industry, domestic chip demand and the rising customisation of chips.

Harry Murphy Cruise, Head of Economic Research and Global Trade, Oxford Economics, talks on how higher oil prices are impacting Australia’s economy, saying the challenge is working out how long the secondary impact could last.