Devon Funds Head of Retail Greg Smith discusses with ZB’s Mike Hosking the results from JB Hi-Fi which have driven the shares to a record, and reveal a contrasting performance on each side of the Tasman. He also looks at the contrasting fortunes of New Zealand and Australia’s vehicle markets. In addition, Greg covers the implications of huge AI demand for Taiwan, which is home to the world’s largest manufacturer of super advanced semiconductor chips.

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