Herald van der Linde

Economist Fred Neumann and market strategist Herald van der Linde discuss investor sentiment across Asia, focusing on Chinese equities, market dynamics, policy announcements, Asian market performance, and interest rates' impact on the global economy and Asian exports.

Andrew Giuliani, a former aide to President Trump, shares insights on the evolving political landscape, particularly surrounding Kamala Harris's rising appeal and the implications for Asia. Barbara McQuade discusses Harris's prosecutorial background and its influence on her campaigns, while Herald van der Linde dives into the dynamics of Asian equities, highlighting the yen's strength and the impact of U.S. monetary policy. The trio also tackles the interplay of crime data and economic strategies, emphasizing the importance of communication in the political sphere.

Geetha Ranganathan discusses Netflix earnings, while Herald van der Linde shares insights on APAC markets. David Finnerty talks about rate cut outlook and global perspectives. Topics include Netflix's subscriber growth, revenue strategies, and challenges in Asian equities.