Carin Pai, an Executive Vice President at Fiduciary Trust International, shares her insights on portfolio management strategies amid fluctuating market conditions. Henrietta Treyz, Managing Partner at Veda Partners, discusses the macroeconomic implications of potential interest rate cuts by the Federal Reserve and their impact on Asian markets. Paul Dobson, Bloomberg's Executive Editor for Asia Markets, highlights trends in technology earnings and the interplay between the Bank of Japan's policies and global market dynamics, including currency reactions.
