Some calm appears to have returned to equity markets worldwide after the whiplash volatility that we saw in early April after Donald Trump announced his Liberation Day reciprocal tariffs (and then backtracked them). Vis Nayar, CIO at Eastspring Investments, shares his insights into how investors are positioning themselves and if Asia still offers pockets of opportunity.

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US equities have clawed back losses following Donald Trump's Liberation Day declaration. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, joins us to unpack what's driving the rebound, whether there's more upside ahead, and which sectors could lead the next rally.

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The banking sector has outperformed the broader FBMKLCI this year but with tariff uncertainty and a global economic uncertainty, what is the outlook? Nabil Thoo, analyst, RHB Investment Bank tells us his perspective and also his top buys for the sector.

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Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management.

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The United States’ steep tariffs on Chinese goods have led to a sharp 30% to 60% drop in China–US container bookings since tariffs took effect, while bookings from other parts of Asia have also declined by 10% to 20%. We ask

Lim Sue Lin, Co-Head of Research, Maybank Investment Bank what then is the outlook for the listed port and logistic players.

The Breakfast Grille episode with Datuk Ruben Emir Gnanalingam of Westports Holdings Bhd

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US equity has ended in positive territory three days in a row. We ask Kelvin Wong, Senior Market Analyst, OANDA if there are buying opportunities and if so, is Asia the hot spot and why.

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Markets have been very volatile of late but can an investor take advantage of this? Tony Nash, CEO, Complete Intelligence tells us the best investment strategy to adopt whilst tackling the thorny issue of tarrifs and if the end is near.

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The Kuala Lumpur Construction Index (KLCON) has fallen by 19% on a year to date basis, underperforming the broader FBMKLCI index which is just down 9.5%. We ask Chong Tjen San, Director, CGS International if this actually provides a buying opportunity and if so, what names should we consider.

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With Laurent Lequeu, Independent Market Analyst & Writer of the Macro Butler Newsletter, we unpack a week of high-stakes drama in global markets, starting with President Donald Trump's assurance that Fed Chair Jerome Powell's job is safe—for now. We also discuss whether Trump's policy changes diminish the US dollar's strong fundamentals that make it a safe haven currency.

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Markets tumbled on the back of comments by President Trump attacking Fed Chair Jerome Powell for not cutting interest rates quickly enough. How are investors pricing in the latest round of uncertainty? We get updates from Joe Quinlan of the US Trust-BOA Private Wealth Management.

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