William Bratton

William Bratton, head of cash equity research for Asia Pacific at BNP Paribas, discusses the impact of tariffs and the challenges Asian companies face in choosing between US and China supply chains. He also highlights how AI is being leveraged for cost efficiency, with infrastructure suppliers poised to benefit. Jim Warden, CIO at The Wealth Consulting Group, shares insights on sector rotations, the implications of weak US consumer data on Fed policy, and the strategic shifts investors should consider in light of AI-driven demand.