Ben Luk, Senior Multi-Asset Strategist at State Street Global Markets, shares his insights on the evolving landscape of emerging markets, highlighting cautious institutional interest in Chinese assets despite local uncertainties. Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses the implications of Federal Reserve policies on market trends and inflation, particularly ahead of the key U.S. CPI report. The conversation dives into strategic investment approaches in a rising yield environment, emphasizing specific sectors that may thrive despite economic challenges.

Paul Allen, Ben Luk, Olivier d'Assier, and Louis Navellier discuss China-Australia relations, inflation's impact on central bank decisions, market analysis, and predictions for tech growth and electricity grid challenges.

Ben Luk, a Senior Multi-Asset Strategist at State Street Global Markets, shares his insights on the complexities of Trump's tariff policies and their impact on emerging markets. Stephen Quattri, an EM Equity Portfolio Manager at Morgan Stanley Investment Management, discusses the economic outlook for Asia, highlighting the need for stimulus in China. They explore investment strategies, potential growth in emerging market equities, and the optimistic trends in sectors like healthcare and retail, emphasizing a country-specific approach to investment.