Neil Newman, Head of Strategy, Astris Advisory, tells Nitin Dialdas Softbank has benefitted from all the excitement over AI, explaining how even school kids in Japan are looking to invest in the sector. Shuyan Feng, portfolio manager with 15 years experience, explains why she doesn’t see a bubble in companies like Nvidia, and for the right players the story has a long time to run.

Peisi Deng, Deputy General Manager at Stashaway, joins Carolyn Wright to talk on investing in AI via private markets.

Nicholas Smith, Japan Strategist, CLSA, explains why the Bank of Japan needs to hike rates at its next meeting, saying the country is struggling with controlling inflation, and that handouts and subsidies are not the answer.