The exit of Britain’s Brexit Secretary from the government has sparked a spate of resignations that include foreign secretary Boris Johnson. Joe talks about what this means to the markets in the European region and the Pound. We discuss future concerns on the US-China trade tiff. Also, the US will be kicking off earnings season this week so Joe shares his insights on this and what sectors to watch out for.

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On Friday US tariffs imposed a 25% duty on $34 billion of Chinese imports.

Julia shares some potential retaliation measures that could come out from China.

Nevertheless, she reckons the impact looks contained so far.

China has been restrained in its reaction and she sees a possibility for a compromise.

Even so, Julia expects continued volatility before any compromise is seen.

She points out that the Asian region is financially prepared for this.

Julia says, sectors potentially at risk in Malaysia are largely in manufacturing and tech sectors.

She has a neutral to positive outlook for the Ringgit and believes the local currency is "undervalued".

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On July 6, the US imposed a 25% import tariff on US$34 billion worth of Chinese goods. China has since retaliated, and accused the US of igniting ‘the largest trade war in economic history’. Stephen comments on how trade tensions are affecting market sentiment, versus the economic fundamentals of the world's two largest economies.

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Tomorrow is "the day" for the start-date of tariffs on $34 billion of Chinese imports to the US.

Have markets have priced this in already or will there be more fireworks in the markets when the tariffs actually hit?

Vishnu weighs in.

We also discuss emerging markets portfolio outflows accelerating -- will this trend continue?

Vishnu also thinks Malaysia is a "buying opportunity" and the Ringgit is undervalued.

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Following the arrest of former premier Datuk Seri Najib Razak, Redza provides an overview of Malaysia's economic fundamentals while highlighting specific opportunities in domestic equities.

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 How will markets react to the arrest of former Prime Minister Datuk Seri Najib Razak? Phua Lee Kerk outlines the domestic and global factors that are currently weighing on investors mind.

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Now is the time to step up and buy emerging markets (EMs), says Joe Quinlan.

He sees the second half of the year an opportunity to buy EMs that includes Malaysia.

Joe also talks about how the trade tensions has overshadowed news on good corporate earnings in the US.

He also reminds investors not to forget about US tax reforms.

We also discuss how much attention should investors be giving to the spat between the US and its key trade partners as we head into the second half of the year.

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This Friday (July 6) is the start-date for tariffs on USD$34 billion of Chinese imports to the US. What’s the market expectation there?

He says the market right now is heavily focused on potential fallout from the trade war.

We also ask if he expects the gloom in the 1H2018 to extend into the 2H2018. Kingsley reckons we are in a bit of a "cyclical slowdown".

We also discuss key macro data to watch out for this week and Kingsley shares what is in his investment radar.

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China’s stocks are tumbling, the yuan is sinking, and there are warnings from a Chinese government-backed think tank of potential “financial panic”.

Tim Mulholland, President of TJM Limited, weighs in on the recent Chinese market rout, and speculation that China could use a weakened yuan as leverage, as well as the knock-on effect of this on Emerging Markets.

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Emerging markets have been seeing a sell off in stocks in recent weeks. Have they been oversold? We ask Geoff this and also his thoughts on the ongoing trade tensions that has had a continued impact on markets.

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