Shuli Ren, a Bloomberg Opinion columnist from Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, dive into the shifting landscape of U.S.-China trade. They discuss the implications of postponed tariffs and challenges in the Chinese economy compared to a booming U.S. market. The conversation highlights issues like the impact on foreign investments, the job market for recent graduates, and the potential for a trade war. They also explore how artificial intelligence is reshaping market dynamics.

Taosha Wang, Portfolio Manager at Fidelity International, offers keen insights on the APAC markets' reactions to the U.S. election and economic factors. Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, discusses the 'Trump trade' and its impact on small-cap stocks and commercial real estate. They dive into the implications of a strong dollar versus a weak yen, persistent inflation effects on the bond market, and the complex landscape of consumer spending in China. Additionally, trends in cryptocurrency and shifting central bank policies are highlighted.