View from the US

Alain Groschens, CEO of SystematicEdge and Frank Benzimra, Head of Asia Equity Strategy at Societe Generale talk about the short-term impacts on the markets following Sanae Takaichi’s win in the Japan LDP Leadership race.

Marcel Schmidt, Managing Director, Air & Sea Logistics, Hong Kong, at Dachser talks about the trends and themes in the wine and spirits industry here in the APAC region.

Stephen Boddington, Chief Client Officer for the Construction Unit of Marsh Asia talks about their latest Global Construction Risk Report of 2025.

Andrew Sullivan, Founder of Asian Market Sense and Ben Luk, Senior Multi-Asset Strategist at State Street Markets talk about what they make of pro-stimulus lawmaker Sanaa Takaichi’s win in the Japan LDP election over the weekend.

In Your Money, Jeff Cheung speaks to Simon Smallcombe, APAC Insurance Partner at Capco on innovation and changes in the insurance industry.

John Beirne, Principal Economist at the Asian Development Bank, breaks down their recently published Asian Development Outlook 2025 report.

Sayuri Shirai, Fellow at the Asian Development Bank Institute gives an overview ahead of Japan’s ruling party leadership election this weekend, as well as the impact on the Bank of Japan.

Grace Leung, Research and Survey Officer at the Consumer Council discusses what we all need to know about paid vaccination services for children.

Andrew Freris, CEO at Ecognosis Advisory and Wee Khoon Chong, APAC Macro Strategist at BNY talk about the potential impacts of the US government shutdown.

Our New York correspondent John Terrett talks about the US government shutdown and the impacts on the economy.