View from the US

John Terrett, our US markets correspondent talks about Ben & Jerry’s co-founder Jerry Greenfield, who has stepped down from the ice cream company after almost 50 years, following a row with parent company Unilever.

Carolyn Wright is joined by Sanjeev Rana, Head of Korea Research at CLSA, who explains what investors need to know about South Korea’s chip sector and the recent revocation of waivers for Samsung and SK Hynix for production.

Ben Emons, Chief Investment Officer/Founder at Fed Watch Advisors, as well as Chief Market Strategist at Strategic Fortune Wealth and Ken Wong, Asia Equity Portfolio Specialist at Eastspring Investment weigh in on the Fed’s decision to make a quarter p...

Andrew Freris, CEO of Ecognosis Advisory, tells Steven Filby inflation is by no means slowing in the US and that is one reason why investors should stay clear of US equities. George Schultze, Founder and Managing Member at Schultze Asset Management say...

Serena Yang, Founder and CEO at the AI and Life Sciences Institute, joins Carolyn Wright to explain how AI is helping change the world of drug discovery and pharmaceutical R&D.

Ross Feingold, Director of Research, Caerus Consulting, says there are very few details available so far on China’s anti-dumping and anti-discrimination probes into the US semiconductor sector, and goes onto how competitive the sector is in the country...

Ryan Roberts, Senior Investment Analyst, The Cross Harbour Holdings tells Steven Filby there was a lot of pick up in production early in the year as Chinese companies got ahead of US tariffs and that the economy is now adjusting to a new normal. Max Bo...

Ruchir Desai, Fund Manager, Asia Frontier Capital says 2025 is the third year of strong performance in Asian frontier markets, taking a deep dive into what’s happening in Pakistan, saying greater stability alongside inflation and interest rates coming ...

Carolyn Wright is joined by Nikhil Gupta, India Economist, CLSA, who talks on what investors need to know about economic issues in India from the sidelines of the recent CITIC CLSA Investors' Forum.

Andrew Sullivan, Founder, Asian Market Sense and Tim Waterer, Chief Market Analyst, KCM Trade talk about progress in the Sino-US trade talks in Spain amid Beijing’s probes on the US semiconductor industry.