Mel Siew, Head of Asia Public Credit, Muzinich and Co, tells Steven Filby that recent weakness in tech stocks is not a huge deal following the substantial gains they had made earlier in the year. He goes onto supply versus demand and how that supports price dynamics. Moving onto continued concerns over the Strait of Hormuz, Vishnu Varathan, Head of Macro Asia-ex-Japan, Fixed Income, Mizuho Securities, explains how we may move back towards a floor of around US$80 a barrel.

Carolyn Wright is joined by Cody Roberts, Founder and Managing Partner at Genesis Partners, who talks on how professionals can remain relevant in the recruitment market in the age of AI.

Ross Feingold, Head of Research, Caerus Consulting, talks on the significance of South Korea’s plans for huge investment in the semiconductor industry. He goes onto Apple looking into buying DRAM from Chinese manufacturers, a bumper Q2 for Foxconn and finishes with what’s happening around the sector in Malaysia.