Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment theme?

Michelle Martin speaks with Cheng Chye Hsern, Head of Investment, Providend and their conversation unpacks the impact on AI investments alongside surprises in S&P 500 earnings and recent Fed policy moves.

Both also explore how US property S-REITs are quietly feeling the effects of these sweeping changes.