Xiaolin Chen, Head of International at KraneShare and our resident financial expert Peter Guy, join James Ross as the AI trade resumes its rally after last week's broader tech selloff post-Broadcom earnings. Meanwhie, tensions in the Middle East have prompted a US$19 billion supplementary budget package from the Japanese government, raising questions about whether that will help mitigate some of the impacts of the conflict on domestic prices there.

Rodney van Dooren, Director of Illicit Trade Prevention at Philip Morris International, talks to Carolyn Wright about the illicit trade in tobacco across the region and the initiatives and technologies being used to crack down on it.

Executive Director of APOS and Media Partners Asia Vivek Couto joins James Ross to discuss next week’s APOS event in Bali, which brings together many senior global media, entertainment and advertising executives.