Michelle Lam discusses China's economic data, Peter Elstrom talks about Japan's chipmaking plans, and David Finnerty covers global market reactions. Topics include China's economic recovery, Japan's semiconductor subsidies, and the impact of US and China economic data on global markets.

Topics discussed include US sanctions on Chinese tech firms, China's chip fund, TSMC building in Arizona, Asia markets impact, global economic outlook, chip war escalation, TSMC activities, China's NPC meetings, US-China tech rivalry, tech industry competition, hedging strategies with gold, miners, and Bitcoin.