Squawk Asia

The unwinding of the yen carry trade has turned markets upside down in the last week – ANZ's Khoon Goh says the messy part of that is over, and that the Chinese yuan could come next. $JPY $CNY @Khoon_Goh

Everyone's talking about Tim Walz's "deep China ties" – @sam_vadas digs a bit into what that really means, and what it could spell out for a Harris-Walz administration.

Eurasia's @ianbremmer talks about what's at stake for the US elections now Biden's dropping his re-election bid: 'it's now a much closer race'.

Where does Kamala Harris stand as a possible presidential nominee – within her party and among the US electorate? @FrankLuntz gives us the odds.

US President Biden fields questions for nearly an hour in a rare & high-profile press conference. We talk about the highlights and missteps.

Japan is giving the yen a facelift – changing its bank notes for the first time in twenty years. @martinsoong and @linreporting talk about why not everyone is a fan...

What could Apple's AI strategy be in China? @martinsoong chats with @sam_vadas, who's covering the Mobile World Congress in Shanghai. @MWCHub

Colin Simpson, CFO of @Manulife, talks to @EmilyCNBC about the insurer's financial targets and where he sees the improvements coming from.

Toyota shareholders have re-elected Akio Toyoda as chairman – but is the company in the clear? Ahead of the AGM, @MartinSoong, @CheryKang and @linreporting talk about what's at stake. $TM

What's Europe's "China strategy", and do Hungary and Germany's opposition to the new EV tariffs show a lack of unity? @sam_vadas helps us hash it out.

ARK expects Tesla to be valued at $2,600 a share by 2029. @ARKInvest's @TashaARK talks about her case for $TSLA – and why robotaxis will be a core part of its future value.

How long will this gold rush last? Gold just recently hit an all-time high – and @UBS Joni Teves says $XAU could scale even further heights, reaching as much as $2,800 in the next two years.

Coresight Research CEO Deborah Weinswig talks to us about some of the most interesting consumption trends around the world – from secondhand luxury, to weight-loss drugs like Ozempic.

Right-wing parties have made big in-roads in the European parliament. @Silvia_Amaro gives us an update on the EU elections from Brussels, and the broader impact.

Investors are still divided on when and how many times the Fed will be cutting rates. @Citi analysts are leaning towards four by the end of 2024 – global economist Robert Sockin explains why.

The surprising results from the Indian general elections may reveal some weaknesses in PM Narendra Modi's economic growth push – but Jonathan Pain believes the country's long-term prospects hold strong. @ThePainReport

Aswath Damodaran, the Dean of Valuation, explains why he cares about stock 'ages' – and why Nvidia has been 'reincarnated'. @AswathDamodaran

India's Narendra Modi has secured a third term as prime minister – but his BJP has underperformed, losing its outright parliamentary majority for the first time in ten years. How did analysts, exit polls and even Modi get it so wrong? @cnbcSri

India's massive seven-phase election draws to a close as 642 million votes are counted today. @cnbcSri gives us a taste of what's at stake, as early results show an easy victory for Prime Minister Narendra Modi & the #BJP-led alliance.

.@CNBCSri dives deeper into Indian farmers' issues as the country's massive general election draws to a close.