US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask 

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.

US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask&nbsp;Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&amp;E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

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