Neil Newman, Head of Strategy, Astris Advisory, tells Megha Chaddah there are likely to be legal challenges over proposed charges for cargo transiting through the Strait of Hormuz, and this means another unsettling period for equity markets. Hao Zhou, Chief Economist at GTJAI, says a fragile ceasefire in the Middle East is already priced in, and now eyes are on what’s happening around SK Hynix and Samsung.

Tim Garratt, Investment Specialist and Partner on Baillie Gifford’s Long Term Global Growth Fund, joins Jeff Cheung to look at what you need to know investing in AI-adjacent stocks.

John Beirne, Principal Economist, Asian Development Bank speaks to Jeff Cheung, explaining how longer than expected disruption in the Middle East has resulted in downgrades to their outlook for economic growth in the APAC region.