An unprecedented clash between Ukraine President Volodymyr Zelensky and US President Donald Trump at the White House last Friday has called into question the strength of the US-Europe relations. Investors are also watching several other key macro events this week – potential additional tariffs from the US on China, Canada and Mexico, as well as China’s “Two Sessions” annual meetings taking place on March 5 and 6.

This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.