Alain Groshens, CEO of SystematicEdge, tells Steven Filby says there are two main reasons for the current market pause - anticipation over the Fed’s December meeting and investor concern over AI spending versus potential earnings. Nicole Wong, Portfolio Manager, Multi-Asset Team at Manulife Investment Management says the pause is likely only temporary, saying she remains constructive on the tech sector but there could be some intra-sector rotation.

Carolyn Wright is joined by Terence Williams, Head of Commercial Risk Solutions, Asia Pacific, Aon, who talks on business risks and strategies for handling them.

John Beirne, Principal Economist, Asian Development Bank, talks on Japan’s stimulus package and why funding it through bond issuance presents certain challenges. He adds that while the new spending efficiency department could be useful, taking on additional debt is the bigger issue.