Santanu Sengupta, Chief India Economist at Goldman Sachs, says the RBI is unlikely to opt for a supersized rate cut in June, favoring a gradual easing cycle instead. He expects two 25 basis point cuts, with the first starting this week. While inflation is benign and liquidity supportive, strong GDP growth and earlier fiscal stimulus may limit aggressive action. He also notes the country's fiscal path is on track, with rural demand set to benefit from low inflation and a good monsoon.

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Anand Ramanathan, Partner & Consumer Industry Leader at Deloitte, says India’s quick commerce sector is set for strong growth but will face inevitable consolidation. He points to rising demand in metros and tier-2 cities, driven by convenience-focused consumers. He notes that profitability will hinge on private labels, category expansion, and tech-driven distribution, with traditional mom-and-pop stores expected to modernize and coexist alongside new retail formats.

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James Kim, Chairman and CEO of AmCham Korea, shares the key takeaways from his conversations with U.S. trade officials and South Korean business leaders as Washington and Seoul chart a path towards a tariff deal.

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Saudi Arabia is investing billions into culture, media, sport and tourism. This June, Vogue Arabia has dedicated its cover to highlight the role women play in advancing the country's transformation, seven years after the kingdom lifted its driving ban. CNBC spoke to Manuel Arnaut, Vogue Arabia's head of editorial content, to discuss the Saudi Arabia's shift.

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The ultra wealthy are seeking to exit financial hubs like Switzerland and the U.K. and are opting for cities in the Gulf including Dubai and Abu Dhabi. CNBC sat down with Ronald Graham, managing partner at Taylor Wessing’s Dubai office, who is helping some of these wealthy families relocate to Dubai.

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Stephen Roach, senior fellow at Yale Law School, talks about his view on Hong Kong: its economic and political future, and where it stands in the US-China trade war.

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South Korea has a new president after six months of political turmoil following former leader Yoon Suk Yeol’s botched martial law imposition and impeachment.

➡️ Democratic Party leader Lee Jae-myung wins the presidential election with 49.42% of the votes. However, there is still a deep political divide as the two conservative candidates together have won the same level of support.

➡️ “If the first agenda is to be economic growth over domestic social issues, that is a re-rating moment because it’s something new,” says KB Financial Group’s Peter Kim on how President Lee will differ from former president Moon’s policies coming from the same left-wing party.

CNBC’s Chery Kang reports.

Read the full report here:

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South Korea elects Lee Jae-Myung as new president

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Howard Lee, Vice Chairman of SeAH Steel, says Lee Jae-Myung's election as South Korea's president finally gives the country the chance to move on with tariff negotiations with the Trump administration. He also discusses the opportunities the company sees from the Alaska natural gas pipeline project.

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Lee Jae-myung becomes South Korea's new president, winning against the People Power Party's Kim Moon-Soo. Chery Kang breaks down what comes next – and what it means for South Korea's relations with the rest of the world, including China.

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