Hugh Chung, CIO, Endowus, tells Steven Filby that the market is split between strong corporate earnings and concerns over Iran, so we could see a strong reaction to any big shifts in either of those. Khoon Goh, Head of Asia Research, ANZ, says the longer things drag on in the Middle East, the less the Strait of Hormuz will actually be a chokepoint for the economy.

Greg Van, CEO, Endowus, joins Carolyn Wright to talk on legacy planning for retirement.

Ross Feingold, Director of Research, Caerus Consulting, talks on TSMC’s bumper sales report, SMIC raising prices, where things stand on the Pax Silica and Nvidia signing US$500bn in MOUs.