Rory Green, Chief China Economist at Global Data, TS Lombard, dives into China's record trade surplus driven by weak domestic demand and rising global exports. He discusses the implications of these trade dynamics in light of potential U.S. tariff threats. Additionally, the harsh realities faced by workers in Shein's factories are revealed, raising concerns over the brand's upcoming IPO. The podcast also touches on the significant economic boost generated by the Kumbh Mela in India, highlighting its impact on local revenue.

Rory Green, Chief China economist at TS Lombard, and Elfreda Jonker, portfolio manager at Alphinity Investment Management, delve into South Korea's recent political turmoil, including a surprise declaration of martial law. They discuss how this upheaval may lead to increased market volatility, particularly in the semiconductor sector. The duo highlights the implications for investment strategies in the face of geopolitical tensions and shares insights into the broader economic landscape in Asia, urging caution for investors navigating these turbulent waters.