
With special guest Raghav Kapoor, founder & CEO of SmartKarma
(0:00) Why 60/40
(1:20) India's NSE - is the market correction overblown?
(13:40) Trump tariffs in China - are there any winners?
(24:00) TSMC in the US - why now?
(32:30) Jack Ma is back! What does it mean for China's tech industry?
(37:50) Exciting times for Singapore's SGX - new measures to support the SGX and what else should be done
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