In this discussion, Peter McGuire, CEO of XM Australia, shares his expertise on currency dynamics, shedding light on the strength of the US dollar and the potential interventions from Japan regarding the yen. Joining him, Matt Orton, Chief Market Strategist at Raymond James, analyzes the tech market's rally, spurred by AI advancements, while addressing the contrasting yields of US treasuries and Chinese bonds. The conversation also offers insights into investment opportunities in small-cap firms amidst an evolving economic landscape.

Geoffrey Lunt, Head of Asia Investment Specialists at HSBC, Steven Tseng, Senior Tech Analyst at Bloomberg, and Peter Mcguire, CEO at XM Australia, dive into China’s economic hurdles, spotlighting the manufacturing sector and the impact of recent tariffs. They discuss the resilience of Chinese firms amid geopolitical tensions and the implications for Apple's iPhone 16 launch on Asian suppliers. The experts also analyze Apple’s supply chain strategy and the competitive tech landscape, along with currency volatility in relation to Asian markets.