Chinese electronic giant Huawei raised eyebrows last week not just because it rolled out a new phone, but because the new chips in the Mate60 Pro reflects breakthrough technology. While the chips are made by SMIC- the partially China state-owned, publicly-listed and US blacklisted company - some believe the chips cannot have been made without US technology.

Michelle Martin and Arun Pai from the Investments Team, Monks Hill Ventures discuss the state of China's chip sector, China's economy in the wake of its property relief measures, and what investors need to know about Arm’s $52 billion valuation.