Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a key Hong Kong developer deferring payment on its perpetual bonds, and conclude with a comment on the Euro.

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Speakers

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

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