Andrew Sullivan, Founder of Asian Market Sense, tells Megha Chaddah that US President Trump continues to fail to understand how to handle negotiations with Iran, so investors remain concerned about any possibility of an end to the conflict. Max Bondurri, Founder and CEO of SGMC Capital, says what investors hate the most is confusion, and without a clear understanding of what a truce could look like, oil prices are unlikely to fall significantly. Looking at Trump’s visit to China, both say we didn’t hear much in the way of details on deals.

Carolyn Wright finds out about investment in infrastructure and energy projects in ASEAN countries, with Ton van den Bosch, Head of Projects and Kelvin Teo, Director at Drew and Napier (part one of two).

Andy Xie, Shanghai-based Independent Economist, talks on property oversupply and how that remains an issue for China’s market. He goes on to look at what we may expect from Russia’s President Putin meeting with President Xi Jinping, saying we may see some moves on energy deals which could reduce dependence on the Middle East.