Monica Mailk, chief economist at Abu Dhabi Commercial Bank, talks about the economic impact of Oman's income tax. She says it's a slow start, but a symbolic development to add to government revenue.

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Amena Bakr, Head of Middle East & OPEC+ Insights at Kpler, discuss how uncertainty around Trump's tariffs are playing out in the energy patch in the second half of the year. She also discusses U.S. sanctions on Iranian oil, saying she expects Washington to continue pressuring Tehran with sanctions till there's a clear resolution to the conflict between Israel and Iran. She says sanctions need to be followed by rigorous implementation to be effective.

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Stephen Lamar, president and CEO of the American Apparel & Footwear Association, says he expects to see more deals, details, and duties in the coming days, and that many companies will be in a wait-and-see mode due to the absence of clear signals.

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Gracelin Baskaran of CSIS says Japan's push to develop deep sea rare earth mining manufacturing capabilities are crucially needed. She also discusses the various issues surrounding deep sea mining, such as maritime security and environmental concerns.

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Sean Darby of Mizuho Securities explains why he thinks a trade deal framework between Washington and Beijing may include some form of agreement on China purchases of U.S. Treasuries.

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Amy Xie Patrick of Pendal tells CNBC that long-end bond yields remain anchored due to a combination of inflation, growth and tariff expectations. However she also adds that even with clarity on trade deal front, there's still anxiety about U.S. deficit and concerns on where the issuance will be along the curve.

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Jeremy Tan, CEO of Tiger Fund Management, talks about how a potential worsening of the U.S. fiscal position can accelerate the de-dollarization theme, which he expects will continue for the rest of the year.

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China's search giant Baidu tracking Alphabet's and Microsoft's footsteps with the launch of its own AI video generator called MuseSteamer. CNBC's Squawk Box Asia anchors Chery Kang and Martin Soong tested the app on the show.

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CNBC's Squawk Box anchors Martin Soong and Chery Kang talked about the U.S. lifting curbs on chip design firms to export software to China as tensions eased between the two countries.

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As U.S. President Donald Trump imposes duties on friends and foes alike, manufacturers are increasingly rethinking the classification of their products and resorting to “tariff engineering” to incur lower duties.

➡️ It’s a a legal practice that involves changing an item’s materials, altering its dimensions or compositions so that the finished products can be justified to fit in a different “harmonized system code.”

➡️ There are over 5,000 different product classification codes that the U.S. customs authority uses while assessing tariffs. These tariff classifications were determined through decades of negotiations between governments and industry bodies, often varying by product category.

Read Anniek Bao’s article at the link in bio.

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