After years of higher borrowing cost and inflationary pressures, the signs of the US consumer slowing are beginning to show. We ask Tim Mulholland, President, TJM Limited is the beginning of the end for the strong economy and how investors should position for this.

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Singapore's 2025 national budget was tabled this week, setting aside some SGD143 billion and touted to be a budget for all Singaporeans. It also comes ahead of a general election that is due this year with incentives for various sectors, including lending, consumer goods, and green energy. Adrian Loh, Head Of Research, UOB Kay Hian Singapore, talks about the kind of boost Singapore's stock market might enjoy.

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Earlier this week, China's President Xi Jinping met with the CEOs of key technology companies, signaling his support of private enterprise. We discuss the implications of this on the wider economy with Vishnu Varathan, Head of Economics & Strategy for Mizuho Bank.

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On a year to date basis, the US market has underperformed their European and Chinese counterparts as concerns grow over the impact of tariffs on the market. We ask Kelvin Wong, Senior Market Analyst, OANDA if it will pay to diversify and what markets may outperform in 2025.

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With Asian central banks slowing their pace of rate cuts, what impact will it have on the operations and financials of Asean's financial insitutions? Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence gives us her perspective whilst telling us if we can expect a deterioration in loans growth and asset quality.

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With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies.

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US markets continue to inch up despite the threats of tarrifs and interest rates staying higher for longer. We ask

Michael Lai, Executive Director of OCBC Bank what investment strategy to adopt against this backdrop and if diversification is the right step even when US exceptionalism remains a theme.

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Overnight the US president has ordered his administration to consider imposing reciprocal tariffs on numerous trading partners. We ask Yeap Jun Rong, Market Strategist at IG International as to what impact this will have on markets. We also ask why Asean markets have been the laggards this year compared to the US and other North Asian markets.

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Crude Palm Oil prices have rallied over the past 6 months, currently trading 6% higher on a year-to-date basis. However is there still upside to this critical edible oil and does this translate to better earnings for the listed planters? Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank gives her perspective whilst telling us her top picks for sector.

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Inflation in the US remained stubbornly high in January pointing to inflation staying higher for longer. What impact does this have on markets? A question we pose to Tony Nash, CEO, Complete Intelligence whilst asking him what the impact of tariffs will be on the economy.

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