John Pantekidis, Managing Partner at Twin Focus, shares insights on equity valuation, gold trends, and cautious fixed income positioning amidst a U.S. government shutdown. He emphasizes international growth and emphasizes careful monitoring of inflation risks. Ritesh Ganeriwal, Head of Investment & Advisory based in Singapore, discusses the bullish outlook for Asian equities driven by tech strength, AI momentum, and improving consumer behavior in Hong Kong, while also tackling U.S.-China trade dynamics and India's growth potential. Tune in for a lively market discussion!
