Podcasts about Greater China

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

George Tsilis and Marley Kayden break down Apple's (AAPL) 3rd quarter results. Shares fell in the postmarket despite what outgoing CEO Tim Cook called its "best quarter ever." The company posted adjusted EPS of $2.02 and revenue of over $109 billion, both beating estimates. However, its services revenue came in below expectations, as did its Greater China revenue.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/asian-review

What's going on in the Chinese economy? China reported GDP growth of just 4.3% last quarter. Consumption is sluggish, exports are booming, electronics manufacturers and chipmakers are reporting huge profits as car sales slump. Joe Ngai and Nick Leung dive into the Chinese economy in their latest book The Next China Is Still China: An Insider's Playbook for Winning in the New Era (Scribner, 2026), which came out earlier this year. The book is motivated by a question many executives asked amid new U.S. tariffs and COVID-driven supply shocks: Is there another economy that can replace China's massive consumer market and deep manufacturing base? The answer: No. Joe Ngai is a McKinsey senior partner and chairman of the firm's offices in Greater China. Frequently seen on media such as CNBC and Bloomberg, he has been named one of Forbes China's 100 Most Influential Chinese Leaders, and he has also appeared on Bloomberg Businessweek China's “Person of the Year 2025” list. Nick Leung is a McKinsey senior partner and member of McKinsey's global board of directors. He is also a lead-director of the McKinsey Global Institute, the firm's independent research arm, where he directs research on macroeconomics, global trade, and geopolitics. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

S&P futures are pointing to a slightly higher open. Market awaits for the Fed interest rate decision and major earnings reports later today. Asian benchmarks closed mixed. Heavy losses in South Korea's Kospi and other tech-heavy indices weighed on sentiment, but markets in Greater China rebounded with the help of localized state support. Hong Kong's tech platforms and AI plays sparked gains, while Japan's semiconductor names continued to see volatility. Singapore reached a fresh record, showing regional strength amidst global uncertainty. European markets are trading higher this morning, following a strong Tuesday session and supported by corporate earnings strength. Companies Mentioned: SK Hynix

From running marathons to being personalised chefs, robots are redefining life in the future. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For July, host and deputy foreign editor Albert Wai teams up with ST’s senior China correspondents Yew Lun Tian and Daryl Loo. Their focus is on China’s AI and robots and what they mean for jobs, IPOs and the US-China rivalry. On the ground, Lun Tian notes that AI has become “everything, everywhere, all at once.” Everyday innovations now range from driverless robotaxis and near-unmanned factories to AI-generated microdramas. Such tech advancements have translated into a can-do spirit for China. The government has framed China’s open-source AI models as a driver of equitable global development—offering Beijing a chance to demonstrate leadership and responsible AI governance. However, skeptics argue against expanding China’s influence in setting global standards. Domestically, it has also sparked a massive capital surge in the form of IPOs. And talent is in such short supply that Chinese companies now have to look overseas. While the overall picture is a positive one, there is an underbelly in the form of social inequalities, need for regulation as well as ethical issues. There are also implications for US-China ties. AI has become yet another topic that shows how difficult it is for both sides to come together. Yet, dialogue is urgently needed for both Beijing and Washington to identify low-hanging fruits and establish basic guardrails. What do the podcasters hope to see in future? Albert and Daryl wish for a robot that can analyse, wash and fold their laundry, while Lun Tian would like a “master shifu” to answer her burning questions. Highlights (click/tap above): 7:43 AI is “everything, everywhere all at once” 10:13 President Xi lays out China’s vision 13:48 Scramble for public listings 17:25 Preparing students to thrive 22:36 Is AI missing out on women’s talent? 24:54 AI competition could be the new nuclear arms race 31:36 More harm than good? Read more: https://str.sg/4pqfj Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

From running marathons to being personalised chefs, robots are redefining life in the future. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For July, host and deputy foreign editor Albert Wai teams up with ST’s senior China correspondents Yew Lun Tian and Daryl Loo. Their focus is on China’s AI and robots and what they mean for jobs, IPOs and the US-China rivalry. On the ground, Lun Tian notes that AI has become “everything, everywhere, all at once.” Everyday innovations now range from driverless robotaxis and near-unmanned factories to AI-generated microdramas. Such tech advancements have translated into a can-do spirit for China. The government has framed China’s open-source AI models as a driver of equitable global development—offering Beijing a chance to demonstrate leadership and responsible AI governance. However, skeptics argue against expanding China’s influence in setting global standards. Domestically, it has also sparked a massive capital surge in the form of IPOs. And talent is in such short supply that Chinese companies now have to look overseas. While the overall picture is a positive one, there is an underbelly in the form of social inequalities, need for regulation as well as ethical issues. There are also implications for US-China ties. AI has become yet another topic that shows how difficult it is for both sides to come together. Yet, dialogue is urgently needed for both Beijing and Washington to identify low-hanging fruits and establish basic guardrails. What do the podcasters hope to see in future? Albert and Daryl wish for a robot that can analyse, wash and fold their laundry, while Lun Tian would like a “master shifu” to answer her burning questions. Highlights (click/tap above): 7:43 AI is “everything, everywhere all at once” 10:13 President Xi lays out China’s vision 13:48 Scramble for public listings 17:25 Preparing students to thrive 22:36 Is AI missing out on women’s talent? 24:54 AI competition could be the new nuclear arms race 31:36 More harm than good? Read more: https://str.sg/4pqfj Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

S&P futures are suggesting a strong open today as tech names recovered in Asia. Japan and South Korea rebounded. Gains were headlined by semiconductor stocks such as Advantest, Kioxia, and Samsung Electronics. Greater China markets were buoyed by optimism from state-backed support for tech stocks. European shares are mostly higher in early trading.Companies Mentioned: Icahn Enterprises

The company that we’re going to talk about today has its beginnings traced back to 1984, when a then married couple from Stanford University helped build the foundation of the Internet by inventing the first-multi-protocol router that helped to link computer networks. If Cisco comes to mind, yes, that is our guest for today. Of course, a lot has changed for Cisco in the decades since its founding, during which we saw a power struggle between investors and its original founders (that was back in the 1990s). Fast forward to today, Cisco is a worldwide technology leader who prides itself in securely connecting “everything to make anything possible”. The aim is to power an inclusive future for all, by helping customers reimagine their applications, power hybrid work, secure their enterprise and transform their infrastructure. Increasingly, the firm is also focused on helping customers harness the potential of generative AI safely. On the business front, Cisco has also grown from strength to strength. For its third quarter ended April 25th, Cisco posted record revenue of US$$15.8 billion, up 12 per cent on the year. Net income on a generally accepted accounting principles (or GAAP) basis came in at US$3.4 billion, a 35 per cent increase on the year. Cisco attributed the performance to the relevance of its technology for connecting and securing AI. But what does the firm mean by that more specifically? Meanwhile, the firm hosted its Cisco Live 2026 in June. At the event held in Las Vegas, the firm announced a slew of products to help customers modernise their technology capabilities and protect critical systems. Among them – a unified Cisco Cloud Control platform for humans and AI agents to run critical IT infrastructure together. But what are the key takeaways from the event? Also – how is the firm anticipating future AI threats, especially with the development of Claude Mythos, which can independently find vulnerabilities in software and computer systems? On Under the Radar, finance presenter Chua Tian Tian posed these questions to Ben Dawson, President, Asia Pacific, Japan and Greater China, Cisco.See omnystudio.com/listener for privacy information.

S&P futures are pointing to a lower open today, currently down (0.3%). Asian equities saw sharp declines today, with the MSCI Asia Pacific Index dropping (2%). Samsung Electronics closed down (7%) despite reporting a 19-fold operating profit jump and triggered a selloff in memory and chip names across Asia. Japan's Nikkei dropped (2%), South Korea's Kospi was down near (5%), and Greater China markets all slid. European markets are showing resilience with most benchmarks slightly higher in early trading. Companies Mentioned: Samsung Electronics, Vertex Pharma, Crinetics Pharma, Fiserv

The US and China remain deeply intertwined economically, yet unresolved trade, technology and security divides have created friction and raised fundamental questions about the trajectory of the relationship. The recent bilateral summit has reset the tone without resolving the underlying structural tensions. Following the presidential summit, where are relations between the world's two largest economies headed and what should business and policy leaders be preparing for? This is the full audio from a session at the Annual Meeting of the New Champions 2026 in Dalian, China on 23-25 June, 2026. Watch it here: https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2026/sessions/us-and-china-from-here-to-where/ Speakers: Margery Kraus, Founder and Executive Chair, APCO Graham Allison, Douglas Dillon Professor of Government, Harvard Kennedy School of Government Zhao Hai, Director of International Politics Studies, National Institute for Global Strategy, Chinese Academy of Social Sciences (CASS) Leslie Vinjamuri, President and Chief Executive Officer, Chicago Council on Global Affairs Joseph Luc Ngai, Chairman, Greater China, McKinsey & Company Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Business and finance news from the Asia-Pacific. The yen slid to its weakest level against the dollar since 1986, a milestone that will generate unease in Japan and put traders on high alert for authorities wading into the market. The currency depreciated 0.2% to touch 161.98 versus the greenback in New York trading overnight, breaching the 161.95 mark touched in July 2024 during an earlier campaign by Japan to shore up the exchange rate. The last time the yen traded at this level it was barreling in the opposite direction, midway through a massive and years-long rally that followed a currency accord engineered by the US. The world was a different place — Japan's asset bubble was still forming, the Soviet Union was cleaning up after the Chernobyl nuclear disaster and Top Gun had just launched Tom Cruise toward the pinnacle of Hollywood stardom. We speak to David Finnerty, Bloomberg's FX and Rates Strategist. Plus - China's factory activity improved more than expected in June, as booming exports offset cooling growth in the domestic economy.The official manufacturing purchasing managers' index climbed to 50.3, versus 50 in May, the National Bureau of Statistics said Tuesday. The median estimate of economists surveyed by Bloomberg was 50.1. The non-manufacturing measure of activity in construction and services unexpectedly rose to 50.2 from 50.1 last month. Bloomberg's Yvonne Man and Avril Hong spoke to Helen Qiao, Chief Economist for Greater China at Bank of America Global Research.See omnystudio.com/listener for privacy information.

S&P futures are down (0.3%) following a weak Asia session. Japan's Nikkei led losses in Asia as tech-heavy sectors struggled. Korea's Kospi closed (7%) lower as steep losses in SK Hynix and Samsung triggered a circuit breaker. Greater China benchmarks all fell as tech names weakened further. European markets are also lower in early trade. Real estate and personal goods names are among the few who are bucking the trend.Companies Mentioned: OpenAI, SpaceX, Synaptics, onsemi

Nick Raich, CEO of The Earnings Scout, argues Nike (NKE) is a value trap, citing persistent declines in earnings. He says the company needs stabilization in Greater China and stronger product innovation to compete and regain momentum. Raich also points to the lack of a breakout athlete or brand catalyst as a key headwind for the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P futures are up +0.2% as of now following the semis selloff yesterday. All eyes are on Micron's Q3 earnings post close. Asian equities traded mixed today. Japan saw modest losses, Greater China markets were flat to slightly higher, and South Korea rebounded as memory chip names traded choppy but managed to close higher. European markets are slightly lower in early trade. Real estate and household goods are outperforming while industrial and defense stocks weigh on sentiment.Companies Mentioned: SK Hynix, Samsung Electronics, NVIDIA, Varonis Systems, Alibaba

Jeff Zielinski is CFO of Hong Kong-based Buyandship, a leading cross-border e-commerce platform with operations across Hong Kong, Taiwan, the Philippines, Vietnam, and Malaysia. He has spent his entire career working at the intersection of Asia, TMT, and finance.Jeff began his career in 2000 in Morgan Stanley's technology investment banking group in Hong Kong, working on transactions for many of Asia's largest technology companies. From 2005 to 2015, he was with Goldman Sachs Principal Strategies (GSPS) and Azentus Capital — the Asia GSPS spinoff — captaining investments in TMT and Greater China across the major technology verticals, including internet, e-commerce, semiconductors, and hardware. At Goldman Sachs, he also represented GSPS Asia on the firm's Asia Pacific Risk Committee, and was a founding partner at Azentus when it spun off from Goldman in 2011 under the Volcker Rule. Earlier in his career, he held technology-related roles at News Corporation.Today, alongside his work at Buyandship, Jeff is an active investor and advisor in the regional technology ecosystem and serves with education-focused nonprofits in the community.LinkedIn: https://hk.linkedin.com/in/jeff-zielinski

Forget everything you think you know about California wine. Pour yourself a glass, settle in, and let Christopher Beros, Asia Director of the California Wine Institute, take you from the fog-cooled vineyards of Napa and Sonoma all the way to the booming wine bars of Southeast Asia. Recorded live at Vinexpo Hong Kong, this conversation crackles with the energy of a region that refuses to sit still.Christopher trades finance for wine, builds an import business in mainland China, then spends a decade championing California across Greater China and Southeast Asia. Along the way he unpacks the 154 AVAs that make up the most diverse wine state on earth, retells the Judgment of Paris with an insider's eye, and explains why California's "no rules" philosophy turns winemakers loose to experiment.Then we open the bottles. Four Chardonnays, all from Carneros, all wildly different. Tune in for a masterclass in why California is far more than big oaky whites, and why Asia's most curious drinkers are falling for it.▬▬

S&P futures are up +0.2% as of now and indicating a higher open today. Asian equities closed mostly higher Wednesday. Japan, South Korea, and Taiwan all recorded modest gains, sustained by strength in semiconductor names. Greater China markets were the underperformers. European markets are mixed in early trading with the STOXX 600 and French CAC relatively firmer. Companies Mentioned: Amazon, Samsung Electronics

S&P futures are pointing to a flat open today. Asian equities closed mixed on Tuesday as the region's rally stalled. Japan's Nikkei hit a fresh record early on before paring gains, Greater China markets were under pressure from property sector weakness, and South Korea's Kospi closed +2% higher. European markets opened modestly higher.Companies Mentioned: Qualcomm, General Motors, DeepSeek

S&P futures are down (0.5%) as of now and indicating a lower open today. Asian markets closed mostly lower on Wednesday, weighed down by geopolitical concerns and semiconductor-driven selling pressures. Japan's Nikkei fell (1.9%), with SoftBank closed (8%) lower following stalled OpenAI-backed loan talks. Korea's Kospi closed sharply lower, nearly wiping out Tuesday's rally. Greater China markets recorded relatively milder losses. European markets are slightly higher in early trading.Companies Mentioned: OpenAI, Blackstone, Starbucks

Twists and turns can be expected for the rest of this year. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For May, host and deputy foreign editor Albert Wai teams up again with senior China correspondent Yew Lun Tian. Their focus is on the Xi-Trump summit held in Beijing from May 13-14, 2026. Heading into the event, expectations were modest as US President Donald Trump appeared to be distracted by war in the Middle East. At first glance, the deliverables might have seemed slightly underwhelming. But the bottom line is both men got a bit of what they needed. Mr Trump got purchases for Boeing jets, agricultural products and possibly energy, while Chinese President Xi Jinping articulated a “new positioning” of bilateral relations. There are also implications for cross-strait ties, with Beijing framing the Taiwan issue as something to be treated with utmost caution while Washington signalled that it might be rethinking the latest tranche of arms sales to the island. With many geopolitical issues on the agenda, the tariff war appeared to have taken a back seat. Nonetheless, the announcement on the boards on trade and investment has opened up additional and much-needed room for dialogue. There are at least three more bouts of engagement between Mr Trump and Mr Xi for the rest of this year, and plenty of opportunities for both sides to bargain and make deals. Highlights (click/tap above): 2:34 The world can breathe a sigh of relief 5:14 What is “constructive strategic stability”? 9:09 Temple of Heaven, Imperial Garden: Visit steeped in symbolism 10:43 A captivated Chinese public 13:11 Taiwan should be worried 19:20 Trade tensions take a back seat 21:16 China hugs the US and Russia Read more: https://str.sg/pyWN Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

Twists and turns can be expected for the rest of this year. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For May, host and deputy foreign editor Albert Wai teams up again with senior China correspondent Yew Lun Tian. Their focus is on the Xi-Trump summit held in Beijing from May 13-14, 2026. Heading into the event, expectations were modest as US President Donald Trump appeared to be distracted by war in the Middle East. At first glance, the deliverables might have seemed slightly underwhelming. But the bottomline is both men got a bit of what they needed. Mr Trump got purchases for Boeing jets, agricultural products and possibly energy, while Chinese President Xi Jinping articulated a “new positioning” of bilateral relations. There are also implications for cross-strait ties, with Beijing framing the Taiwan issue as something to be treated with utmost caution while Washington signalled that it might be rethinking the latest tranche of arms sales to the island. With many geopolitical issues on the agenda, the tariff war appeared to have taken a back seat. Nonetheless, the announcement on the boards on trade and investment has opened up additional and much-needed room for dialogue. There are at least three more bouts of engagement between Mr Trump and Mr Xi for the rest of this year, and plenty of opportunities for both sides to bargain and make deals. Highlights (click/tap above): 2:34 The world can breathe a sigh of relief 5:14 What is “constructive strategic stability”? 9:09 Temple of Heaven, Imperial Garden: Visit steeped in symbolism 10:43 A captivated Chinese public 13:11 Taiwan should be worried 19:20 Trade tensions take a back seat 21:16 China hugs the US and Russia Read more: https://str.sg/pyWN Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

Fonterra’s chief executive for Greater China is at Bakery China, the world’s largest professional bakery and trade exhibition in Shanghai.See omnystudio.com/listener for privacy information.

Guest: Barry Quart, CEO and DirectorCompany: Connect Biopharma, NASDAQ:CNTBWebsite: https://www.connectbiopharma.com/Connect Biopharma Bio:Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego, California, the Company is advancing rademikibart, a next-generation, potentially best-in-class antibody designed to target IL-4Rα. The Company is currently conducting global clinical studies of rademikibart for the treatment of acute exacerbations of asthma and COPD, areas with significant unmet need. Connect has granted an exclusive license to Simcere Pharmaceutical Co., Ltd., for rademikibart in Greater China. Under the exclusive license and collaboration agreement, Connect is eligible to receive remaining milestone payments up to an aggregate amount of approximately $110 million upon the achievement of certain development, regulatory and commercial milestones. Connect is also eligible to receive royalties at tiered percentage rates up to low double-digit percentages on net sales in Greater China.Barry Quart Bio:Dr. Barry Quart brings over 30 years of extensive experience serving in leadership positions in biotechnology and pharmaceutical companies and developing innovative pharmaceutical products. He has personally led several early-stage biotech companies through late-stage clinical development, regulatory strategy, highlighted by nine U.S. Food and Drug Administration (FDA) approved drugs.Dr. Quart was most recently CEO at Heron Therapeutics. He first served as CEO and Director starting 2012, transitioned to President and CEO in 2019 and was named Chair of the Board in October 2020. At Heron, Dr. Quart oversaw the development and approval of four drugs: two drugs for CINV (CINVANTI® and SUSTOL®) and two acute care drugs (ZYNRELEF® and APONVIE®). Prior to Heron, Dr. Quart co-founded Ardea Biosciences, Inc. in 2006 and served as its President and Chief Executive Officer and Director from its inception through its acquisition by AstraZeneca PLC in 2012. At Ardea, Dr. Quart invented and oversaw the development of a drug for gout (ZURAMPIC®), as well as the design and development of a series of MEK inhibitors for cancer that were licensed to Bayer AG. Dr. Quart currently serves on the Board of Directors of Kiniksa Pharmaceuticals. He is an inventor on 18 U.S. patents and an author on 75 publications and abstracts. Dr. Quart received his Pharm.D. from the University of California, San Francisco.

S&P futures are pointing to a flat open. Asian equities traded mixed on Tuesday. Taiwan and South Korea underperformed sharply amid profit-taking in chip-related stocks. Japan was also weighed down by losses in semiconductors. Greater China markets closed higher as property and industrial stocks rebounded. European markets are firmly higher in early trade. Gains follow broad strength on Monday, with energy and financials leading.Companies Mentioned: Intel, Analog Devices

Hong Kong's talent market has been stress-tested like no other—and emerged with a new identity.   The old playbook - expat packages, regional hub prestige, English-only operations - now guarantees mediocrity. Yet for those who understand the new dynamics, Hong Kong offers something rare: a gateway to mainland opportunity with international legal frameworks, a financial center pivoting hard into tech and green finance, and a talent pool that spans Greater China and Southeast Asia. It's more complex, more competitive, and more rewarding for employers who adapt. This webinar delivers the intelligence you need to hire effectively in Asia's most transformed talent market.   10 Critical Shifts Reshaping Hiring in Hong Kong   • The Talent Diaspora & Return Dynamics – Who left, who stayed, who's returning, and why the "new Hong Kong" professional has different loyalty drivers, risk appetites, and career expectations than pre-2020 cohorts   • Mainland Integration Realities – How increasing economic and professional interchange with Shenzhen and Guangdong is reshaping language requirements, compensation benchmarks, and career mobility patterns   • Financial Services Reinvention – Beyond traditional banking: capturing talent in fintech, virtual assets, green finance, and family office services where Hong Kong is aggressively positioning against Singapore   • The Trilingual Imperative – Why "English + Mandarin + Cantonese" capability is now table stakes for client-facing and leadership roles, and how to assess proficiency beyond self-reported fluency   • Visa & Mobility Restructuring – Navigating the Top Talent Pass Scheme, General Employment Policy shifts, and the new competitive landscape for global talent attraction against Singapore and Dubai   • Compensation Compression & Expectation Shifts – Addressing the end of expat premium packages, localized salary structures, and the rising importance of housing allowances, schooling support, and tax optimization in total rewards   • Startup Ecosystem Maturation – Tapping into Hong Kong's evolving tech scene—where government investment, university commercialization, and mainland venture capital are creating new talent competition outside traditional sectors   • Work Culture Hybridization – Balancing international professional norms with evolving local expectations around hierarchy, work-life boundaries, and organizational loyalty in a post-transition environment   • Regulatory & Compliance Complexity – Hiring within Hong Kong's distinct legal framework while managing cross-border data, employment law changes, and increasing mainland regulatory influence on business operations   • Employer Branding in a Polarized Environment – Crafting authentic value propositions that resonate across diverse political and cultural perspectives without alienating key talent segments   We're on Thursday 14th May, 10am BST. Register by clicking on the green button to save your spot. And follow the channel here (recommended) to be notified whenever we go live.

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

Apple (AAPL) shares are higher following an earnings beat. "It's essentially a victory lap for Tim Cook," says Marley Kayden. She and Jenny Horne break down the numbers, including its Greater China revenue segment up 28%. Marley also underlines Apple's guidance showing "no signs of deceleration." Later, Dan Deming provides an example options strategy for Apple. He says the stock is at "an interesting price level" before walking through an example iron condor trade using defined risk.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

S&P futures are down (0.2%) as of now, pointing to a slightly lower open. Asian equities traded mostly lower on Tuesday, with Japan's Nikkei closed (1%) lower following the BoJ rate decision. Greater China markets were also lower, while South Korea and Taiwan benchmarks extended record gains, supported by semiconductors and AI demand. European markets are firmer in early trading.Companies Mentioned: Meta Platforms, Dynatrace

In this interview from the 2026 IHIF EMEA conference, CoStar News Hotels' Terence Bakers speaks with Wesam Okasha, managing director of TUI Blue Hotels and head of global development, Asia, Greater China and Europe, Middle East and Africa, about the necessity of security in travel, new projects in the works, the future of the Middle East's hotel industry and more.

A ₹30 Cr pickle brand built from traditional recipes… now aiming for ₹500 Cr. But can a digital-first FMCG brand scale in India without going offline? In this episode, Niharika Bhargava (CEO, The Little Farm) and Aditya Bhargava (COO, The Little Farm) join Shantanu Deshpande (Founder & CEO, Bombay Shaving Company), along with Arjun Purkayastha (SVP & Managing Director, Greater China and North Asia, Reckitt), for a sharp conversation on building and scaling a modern food brand in India. Little Farm started by reviving family recipes and selling at farmers' markets, before moving to D2C during COVID. Today, the brand has scaled to ~₹30 Cr ARR, with 70% of its revenue driven by quick commerce, selling over 70,000 jars every month. But growth brings harder questions: What does it really take to scale from ₹30 Cr to ₹200 Cr and eventually ₹500 Cr in a highly competitive, unorganised category? From distribution strategy and channel mix to inventory planning and product expansion, this episode breaks down the real decisions founders face while scaling a consumer brand in India. Problems we solve in this episode: • When is the right time for a young brand to enter offline retail, and does discovery still happen there? • How should founders move from manual inventory planning to a scalable forecasting system while staying cash-efficient? • When should a brand deepen its core category vs expand into new SKUs or adjacent products to drive growth? If you're building a D2C or FMCG brand, this episode offers a practical look at how modern brands are scaling today, and where most founders get it wrong. Navigate your way through these chapters: 00:00 Coming up 01:31 Introduction 02:39 How a Dadi's Recipe Became Little Farms 05:22 The Journey of Scaling Little Farms 07:50 1st Question: When Is the Right Time to Enter Retail? 14:19 The Three Levers That Drive FMCG Growth 33:07 2nd Question: How to Build a Scalable Inventory System 42:00 3rd Question: When to Expand vs Deepen Your Core Category 46:33 The ‘Be Big, Be Fast, Be Bold' Approach to SKUs 01:01:17 Why Nostalgia Works in Building Brands 01:04:56 Closing Thoughts

S&P futures are pointing to a flat open today following sharp gains on Tuesday. Asian markets ended today's trading mostly higher, led by South Korea and Taiwan as technology names continued to rally. Taiwan's Taiex hit a fresh record high for the second consecutive session while Greater China saw muted performance.Companies Mentioned: Anthropic, Uber

Welcome to Risky Women Radio, the podcast that spotlights the bold, brilliant women leading change across risk, compliance, and governance. In an era where "uncertainty" has been upgraded from a buzzword to a permanent state of being, we sit down with the leaders who navigate the chaos so the rest of us can sleep at night. In this episode, Zhiyun Nai, Managing Director at Protiviti, is joined by Jean Chung, Chief Compliance Officer for Hong Kong, Greater China, and North Asia at Standard Chartered Bank. Jean is a veteran of the compliance world who has spent over two decades bridging the gap between policy and purpose. From setting international standards in Singapore to advising the Korea FIU on crypto assets, Jean has seen it all. She joins us to discuss the "80/20 rule" of global regulation, why AI might actually make her team's lives better (rather than just replacing them), and how the definition of leadership has evolved from "don't be too soft" to "empathy is your superpower". SHOWNOTES 2:19 – The Global Commonality Myth 5:48 – AI as the Ultimate Intern 13:08 – Innovation vs. The Deepfake Arms Race 23:31 – The Evolution of "Soft" Leadership 26:15 – Taking the Leap of Faith

On MoneyFM 89.3 Saturday Mornings Show host Glenn van Zutphen welcomes Anthony Lu, Regional Director of South East Asia and Greater China, to unpack Booking.com’s Traveller Review Awards 2026 and what they reveal about travel trends, guest expectations, and Asia’s rising influence. We explore the global state of hospitality through the lens of one of the world’s largest recognition programmes based on 370 million verified guest reviews. The 2026 awards highlight a strong year for Singapore: 229 local partners were recognised up from 2025 with an impressive average review score of 8.6 across more than 362,000 guest reviews. Hotels once again dominated the list, underscoring Singapore’s reputation as a world‑class urban destination. Iconic properties such as Park Royal Collection Marina Bay, Crowne Plaza Changi Airport, Carlton Hotel Singapore, and Paradox Singapore Merchant Court were among this year’s standout winners. Anthony shares what’s driving Asia’s hospitality boom, how destinations can craft more welcoming and inclusive travel experiences, and what sets the region apart in service culture. We also discuss Booking.com’s list of the Most Welcoming Places on Earth, and how the platform supports partners in making travel easier and more accessible for everyone.See omnystudio.com/listener for privacy information.

S&P futures have advanced +2.5% following the ceasefire agreement. Asian markets closed higher across the board with notable gains in tech stocks. Japan's Nikkei surged +5.5%, Korea's Kospi rallied +7%, and Greater China markets also saw sizable gains. European markets are sharply higher as early trades see the STOXX 600 up +3.5%, German DAX up +4.5%, and French CAC up +4%.Companies Mentioned: Ford, BlackRock

Nike (NKE) plunges after earnings as weak forward guidance overshadows a headline beat. Amanda Lai and Nick Raich break down slowing momentum—especially in Greater China—execution missteps, and whether intensifying competition and margin pressure signal true capitulation for the iconic brand.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P futures are up +1% and pointing to a higher open today. Asian equities mostly traded lower today. Japan's Nikkei fell (0.9%), with losses tied to auto and technology stocks. The Kospi and Taiex dropped the most, as chip-related names sold off. Greater China markets saw marginal losses. Early European trading is mostly positive. Companies Mentioned: Gilead Sciences, McCormick

S&P futures are indicating a slightly higher open today. Asian markets delivered mixed results on Friday. Greater China markets finished moderately higher, buoyed by gains in high-tech and materials sectors. Japan's Nikkei ended nearly flat. South Korea and Taiwan posted losses. European equity markets are also mixed this morning with Germany and France edging lower. Companies Mentioned: Anthropic, OpenAI, Motorola Solutions

With Washington distracted and opportunities in clean energy, Beijing might have the last laugh. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For March, host and deputy foreign editor Albert Wai teams up again with senior China correspondent Yew Lun Tian. Their focus is on the war in the Middle East. The conflict in Iran has further complicated Beijing’s ties with Washington. However, there are some dividends that might be reaped by China as America’s allies potentially look East because they find it more and more challenging to be on the same page as Trump. On the economic front, fuel shortage is being felt across the board. But given China’s strengths in green technology, there might be opportunities for its companies as countries look to rejig their energy mix in the long run. Additionally, military analysts have suggested that the conflict serves as a living laboratory for Chinese technology given that some of Iran’s defences are reliant on systems developed by China. For now, Beijing’s global standing may have taken a hit as it has been exposed for having limited influence over happenings in the region. But with America fully engaged in Iran and the financial cost of the war, foreign policy space might well open up for China. Highlights (click/tap above): 2:17 Tensions between US and its allies could benefit China 7:26 A reminder on fossil fuel reliance 10:20 Beijing has spent years preparing for a fuel shock 12:56 Will China join a convoy in the Straits of Hormuz? 17:23 Iran as a living lab for military tech 20:02 Beijing’s limited influence in the Middle East Read more: https://str.sg/rk3J Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

With Washington distracted and opportunities in clean energy, Beijing might have the last laugh. Synopsis: Every fourth Friday of the month, The Straits Times will now analyse the hottest political and trending talking points, alternating between its Malaysia and Greater China bureaus. For March, host and deputy foreign editor Albert Wai teams up again with senior China correspondent Yew Lun Tian. Their focus is on the war in the Middle East. The conflict in Iran has further complicated Beijing’s ties with Washington. However, there are some dividends that might be reaped by China as America’s allies potentially look East because they find it more and more challenging to be on the same page as Trump. On the economic front, fuel shortage is being felt across the board. But given China’s strengths in green technology, there might be opportunities for its companies as countries look to rejig their energy mix in the long run. Additionally, military analysts have suggested that the conflict serves as a living laboratory for Chinese technology given that some of Iran’s defences are reliant on systems developed by China. For now, Beijing’s global standing may have taken a hit as it has been exposed for having limited influence over happenings in the region. But with America fully engaged in Iran and the financial cost of the war, foreign policy space might well open up for China. Highlights (click/tap above): 2:17 Tensions between US and its allies could benefit China 7:26 A reminder on fossil fuel reliance 10:20 Beijing has spent years preparing for a fuel shock 12:56 Will China join a convoy in the Straits of Hormuz? 17:23 Iran as a living lab for military tech 20:02 Beijing’s limited influence in the Middle East Read more: https://str.sg/rk3J Register for Asian Insider newsletter: https://str.sg/stnewsletters Host: Albert Wai (albertw@sph.com.sg) Produced and edited by: Fa’izah Sani Executive producer: Ernest Luis Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts The Usual Place Podcast YouTube: https://str.sg/4Vwsa --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

S&P futures are up near +1% on signals of de-escalation in the Middle East. Asian markets rallied on Wednesday, with standout performances in Japan where the Nikkei gained +2.7% and the Topix also posted sharp gains. Greater China, South Korea, India, and Australia saw solid advances as well. European markets are also higher in early trading.Companies Mentioned: Disney, OpenAI, Palantir, SpaceX

S&P futures are down (0.8%) as escalating tension in the Middle East continues to weigh down sentiment. Asian markets were plummeting today, with Japan and Greater China benchmarks all down near (3.5%). The Nikkei hit a year-to-date low, while the Hang Seng fell to its lowest level since mid-2025. South Korea and Taiwan also saw heavy losses, with chipmakers and tech stocks under intense pressure. European markets are also sharply lower in early trading. Companies Mentioned: Palantir, Synopsys, OpenAI

S&P futures are up +0.5%, indicating a positive open as oil prices retreat. Asian markets were mixed on Wednesday but largely positive. Japan's Nikkei surged +2.7% amid a broad rally, while Greater China markets traded mixed. South Korea's Kospi outperformed again, up +7% week-to-date, driven by gains in Samsung Electronics and SK Hynix ahead of Micron's earnings. European markets are higher following broad gains on Tuesday and a positive handover from Asia. Companies Mentioned: NVIDIA, Baidu, Amazon

S&P futures are still lower today but well off their troughs, currently down (0.3%), as geopolitical tensions in the Middle East continue to weigh on global market sentiment. Asian markets plummeted for the third consecutive day, with the MSCI Asia-Pacific ex-Japan index down (4.2%). South Korea's Kospi crashed (12%) in panic selling. Japan's Nikkei and Topix were both down near (4%). Greater China and Southeast Asia also saw widespread declines, with Thailand triggering a trading halt. European markets are bucking the trend with following two sessions of steep losses. Companies Mentioned: Meta, News Corp, Microsoft, OpenAI

S&P futures are sharply lower, down (1.5%), as markets react to escalating geopolitical tensions in the Middle East and spike in energy prices. Asian markets saw steep losses today. South Korea's Kospi faced the sharpest declines amid heavy selling in technology stocks, and Japan's Nikkei fell over (3%). Greater China markets recorded milder losses but Hong Kong's tech sector also saw similar dips. European benchmarks are all down over (2%) in early trading. Energy stocks are providing some support, while technology and consumer discretionary sectors are leading the declines. Companies Mentioned: Warner Bros. Discovery, NVIDIA, Select Medical Holdings

Description:  Bill & Michael Wurth (Succession Capital's Regional Vice President) discuss "Carrier Endorsed" Premium Finance opportunities in today's evolving landscape. Whether it's marketing to business owners, high net worth individuals, charitable solutions, policy reviews, creative estate planning or tax savings strategies, many opportunities may exist. Modern premium financing for life insurance began in 1996 when CEO Julian Movsesian was challenged by a High-Net-Worth Client to come up with a method for using leverage to enhance the purchase of life insurance. This challenge led to the creation of the "Capital Maximization Strategy℠ (CMS), which provided Clients with a better way to buy life insurance. Each client requires a unique plan reflecting their capital, income, business, tax, estate, and charitable objectives. In collaboration with Advisory Teams, SCA tailors custom plans to achieve each client's goals. Levinson & Associates has teamed up with SCA to help our agents help their clientele with these creative financial solutions, as discussed in episode 65. Michael's Bio: Michael Wurth joined Succession Capital in January 2021. Hired before the official Vice President program was put in place, Michael spent his first 2 years at SCA supporting Michael Rothman and managing all cases in underwriting. His territory includes San Diego, Inland Empire, Arizona, Nevada, Utah, Wyoming, Colorado, New Mexico, Florida, Alaska, and Hawaii. Prior to joining SCA, Michael worked for Apple in their Beijing office, where he was the only non-native Chinese speaker on Apple's team of 250 employees. He was specifically responsible for analyzing the financials and setting targets for iPhone sales in the Greater China region, a $50 Billion dollar revenue generating group. After his time in China, he completed his MBA in Barcelona, Spain in 2019 before launching his own Search Fund after graduation. Aside from work, Michael is passionate about education and his faith. He and his wife started a Catholic Classical Education school in Southern California called The Camino School. Michael received his undergraduate degrees in International Business and Chinese Language and Culture from the University of Southern California and his MBA and Spanish degree from IESE in Barcelona. Michael and his wife met in Rome and have been married since 2019. They live in Aliso Viejo, CA with their three sons (Michael, Lucas, & George), their daughter (Lola), and Chocolate Lab, Kona. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

This week, Ivy Slater, host of Her Success Story, chats with her guest, Lulu Essey. The two talk about building a successful global creative career while navigating bipolar disorder, the power of true self-love as a foundation for resilience, and how Lulu helps ambitious professionals achieve meaningful, sustainable success through her coaching and podcast.  In this episode, we discuss: How Lulu built a 30-year global creative career, from theater and television in South Africa to experiential marketing and executive creative director roles across Europe, the U.S., Hong Kong, Greater China, and Southeast Asia, while quietly managing severe bipolar disorder. What it was like to move to New York City in the middle of the pandemic, visa bans and all, and simultaneously build a coaching business after years of doing workshops, speaking, and mentoring on the side of her agency career. When being let go from her senior vice president, executive creative director role during a major bipolar relapse felt "brutal" in the moment, but ultimately became the push she needed to fully step into her own work and redefine success on her terms. Why self-love (not just "liking yourself") is now at the core of her work, defined as refusing to abandon yourself, your needs, and your voice, and how that perspective completely reframed resilience, failure, and bouncing back from hard seasons. How shifting her worth off "quicksand" metrics like titles, awards, and deals, and onto an inner sense of value, helped her stop chasing external validation and start feeling worthy now, even when goals are still in progress.   Lulu Essey is an award-winning Executive Creative Director who has spent three decades working with global brands like Porsche, BMW, Cartier, and Google across four continents. Finding her way through a 30-year journey with severe bipolar disorder while building an impressive career, she discovered that external achievement and awards mean nothing without authentic Self-Love as the foundation - the missing infrastructure most driven women never build. Now a Speaker, certified Life Coach, and host of The Lulu Essey Podcast, Lulu helps ambitious professionals create success that actually feels good. Her message: sustainable success isn't about pushing harder or doing more - it's about building from the inside out. Website: https://www.luluessey.com/ Social Media Links: https://www.luluessey.com/podcast