The U.S. and Japan agree to what President Trump calls ‘the largest trade deal in history’. Tariffs on most goods including autos have been reduced to 15 per cent, sending shares spiking among car manufacturers. Italian lender Unicredit hikes its guidance following an unexpected profit jump in Q2 just a day after it abandoned its bid for smaller domestic rival Banco BPM. CEO Andrea Orcel tells CNBC the takeover move had become ‘a drag’. SAP posts a 24 per cent cloud revenue beat but still misses expectations. CFO Dominik Asam says he remains confident thanks to a strong pipeline in H2.

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Arun Kumar, retired professor of economics at JNU, argues that the government must urgently refocus on the unorganized sector, warning that rising joblessness is fueling social distress in the country. He adds that the government's data on unemployment in India understates the true scale of joblessness and masks deep structural distress in the economy.

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Vibhuti Garg, Director for South Asia at the Institute for Energy Economics and Financial Analysis, says carbon capture hasn’t delivered the expected benefits. Costs have remained high over the years, making it one of the most expensive ways to clean up coal. She adds that with limited financial resources, it’s more prudent to invest in sustainable energy solutions like renewables paired with storage, rather than betting on carbon capture.

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Zack Kass, AI keynote speaker and formerly head of Go To Market for OpenAI, talks about the global AI race, and how China's Deepseek moment is emblematic of what companies & countries are prioritizing in the global AI race. He says the biggest AI innovations to come will be on the cost side, as companies look to make it cheaper and easier to access.

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Yifan He, CEO of blockchain company Red Date Technology, says China is not likely to make big changes on its stance on cryptocurrency anytime soon – but Beijing is still paying close attention to stablecoin regulation in both Hong Kong & the US. He also talks about the use case for the stablecoin, and how a yuan-pegged or HKD-backed coin could change cross-border flows and holdings.

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Faisal Durrani, MENA Head of Research at Knight Frank says Saudi Arabia's regional headquarters program is having a "significant" impact on the country's office space, also fueling job creation in Riyadh. He also discusses the "disconnect" in Saudi Arabia's residential space - between what's available and what Saudi households can afford. He says the solution may be in adopting modern methods of construction that could bring down costs that developers can pass on to buyers.

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Brian McCarthy, managing principal of Macrolens, discusses the US-Japan trade deal, what it means for future deals with countries like South Korea and Taiwan, and the upcoming US-China trade talks in Sweden.

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Ronald Keung, head of Asia internet research at Goldman Sachs, says the intense competition and heavy discounting in the food delivery sector would have a "steep impact" on the Chinese internet companies' upcoming quarterly earnings, and that markets will have to decide whether they prefer that the sector returns to a duopoly or becomes more fragmented in the long-term.

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Billions of dollars in deals are expected to be signed at a Syrian-Saudi Investment Forum in Damascus on Wednesday. Carla Slim, MENA Economist at Standard Chartered, speaks to CNBC's Dan Murphy about the GCC's investments in Syria and lower oil price impact on growth throughout the region.

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Jayant Acharya, Joint Managing Director & CEO of JSW Steel, remains "hopeful" that the Indian government will take proactive measures to safeguard the country's domestic steel industry.

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