Luca Solca, sector head for global luxury goods at Bernstein, weighs in on Richemont's full-year results and its outperformance in the luxury jewelry segment.

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Chinese bubble tea chain Auntea Jenny surged nearly 70% in its Hong Kong debut, raising over $35 million and minting new billionaires. It’s the latest in a wave of IPOs from tea giants like Mixue, now the world’s largest chain with more stores than Starbucks.

➡️ But investor hype is cooling. Nayuki is down 90% since its 2021 listing, and even strong debuts like Mixue’s face slim margins and heavy discounting.

➡️ With China’s tea market brewing toward $28 billion, the real test isn't how fast these brands scale—it's who stays profitable once the sugar rush fades.

CNBC's Emily Tan reports.

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CNBC's U.S. Markets Edition (06:00 – 07:00 SIN/HK), delivers key takeaways from the most impactful interviews and insights from CNBC’s programming in the U.S. As global markets become more interconnected, this program ensures audiences internationally stay informed on major developments shaping the business world overnight. Please note this feed is only available in the Europe and India.

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South Korea's Minister of Trade, Industry and Energy, Ahn Dukgeun, discusses U.S. trade negotiations following the APEC Trade Ministers, saying he aims to have a conclusion by the end of the temporary tariff suspension in July.

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Johannes Reck, CEO of GetYourGuide, discusses how consumers' approach to travel has changed and why experiences are now the number one priority for people as they go on holiday.

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Dacia CEO Denis Le Vot discusses the global EV market, and explains how the company strives to remain attractive in the face of Chinese competition.

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Trump's Gulf chip deals raise national security fears. CNBC's Dan Murphy reports.

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Evan Feigenbaum from Carnegie Endowment for International Peace explains why the U.S. is facing a crisis of confidence in Asia.

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Saurabh Tripathi, Private Credit CIO at Kotak Mahindra AMC, highlights strong demand from India's domestic investors, including family offices and institutions. He points to India’s demographic dividend, robust economic growth, and evolving government policies as key drivers of the sector’s expansion, making the country an attractive destination for private credit investments.

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There will be a different network of global supply chains in the coming years and India intends to be a key part of that, says Sanjeev Sanyal, a member of the Indian Prime Minister’s Economic Advisory Council. He delves into the country's trade relations and the importance of sustaining strong economic growth as a cornerstone of India's vision for the future.

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