Part one - Rabobank’s Singapore-based global strategist discusses a world economy totally dominated by geopolitics. Could there be a silver lining for NZ farmers if Trump sells out Ukraine? And does he think the AI bubble will burst?
Part two - Rabobank’s Singapore-based global strategist diverts his focus to the NZ economy as we discuss this week’s OCR announcement, Trump’s tariffs, the commodity outlook and why food production is still a good business to be in.

The podcasts in the SME Stream contain general information only, not financial or professional advice. Any opinions expressed in the podcasts are not necessarily shared by BNZ, or its related entities. BNZ is not liable for any losses resulting from the content of the podcasts. 

See omnystudio.com/listener for privacy information.