Neil Newman, Head of Strategy, Astris Advisory, tells Nitin Dialdas he is cautious over a trigger causing equity markets to fall, saying that could be oil. He goes on to look at the fall in demand for US Treasuries. Enrique Diaz Alvarez, Chief Economist, Ebury, explains why his main concern is the sell off in bond markets and competition within it.

Jia Ning Song, Head of Banking and Capital Markets, Hong Kong and Paul McSheaffrey, Senior Banking Partner, Hong Kong at KPMG China join Carolyn Wright to talk on the outlook for the banking sector in Hong Kong in part two of a two part conversation.

Sayuri Shirai, Fellow at the Asian Development Bank Institute, talks on the weaker than expected Japanese GDP numbers, saying inflation picking up is making consumers hold back on spending, while capital spending remains weak. She goes onto the recent intervention in the yen, plus the outlook for moves from the BOJ and government bond yields.