1 00:00:00,120 --> 00:00:02,280 Speaker 1: We get to our guests now, he be chan market 2 00:00:02,279 --> 00:00:04,960 Speaker 1: analysts at I G to take a look at the 3 00:00:05,040 --> 00:00:10,600 Speaker 1: latest market actions and the latest political developments affecting markets. 4 00:00:11,160 --> 00:00:14,000 Speaker 1: He be It's a bad idea at a bad time, 5 00:00:14,600 --> 00:00:17,760 Speaker 1: just to prove a point that the US will not 6 00:00:17,840 --> 00:00:22,000 Speaker 1: be intimidated by anyone. You know, that's what some people 7 00:00:22,000 --> 00:00:24,800 Speaker 1: are saying. And you know exactly what I'm talking about, 8 00:00:24,920 --> 00:00:30,320 Speaker 1: and it's not Afghanistan. Well, um, definitely we can expect 9 00:00:30,360 --> 00:00:33,600 Speaker 1: that will be impacting, um in terms of more of 10 00:00:33,640 --> 00:00:37,879 Speaker 1: the Apack regions economy wise. Of course there's more political 11 00:00:37,920 --> 00:00:40,680 Speaker 1: reasons behind that, but I was just putting on in 12 00:00:40,720 --> 00:00:45,000 Speaker 1: the economy perspective, the impact of that we still remember. 13 00:00:45,040 --> 00:00:46,959 Speaker 1: I think that we were now the memory back into 14 00:00:47,000 --> 00:00:49,240 Speaker 1: the early this year when the people still talking about 15 00:00:49,280 --> 00:00:53,640 Speaker 1: the potential geo political tition between the Ukrainian and Russia. 16 00:00:54,280 --> 00:00:56,480 Speaker 1: People are getting a bit more of a concern. People 17 00:00:56,720 --> 00:00:59,560 Speaker 1: not knowing what's happening, and it tends out it did 18 00:00:59,640 --> 00:01:02,319 Speaker 1: lack of free good market quite a lot. Well. Where 19 00:01:02,360 --> 00:01:05,680 Speaker 1: the things happening again, I think even the sensitive topic 20 00:01:05,760 --> 00:01:08,960 Speaker 1: between the China and Taiwan, that's something that seems to 21 00:01:09,040 --> 00:01:11,760 Speaker 1: quite happening in the morning and back into the I 22 00:01:11,840 --> 00:01:14,000 Speaker 1: was just putting from the Australia point of fields, because 23 00:01:14,000 --> 00:01:17,200 Speaker 1: Australia is often it's a China sensitive region in terms 24 00:01:17,240 --> 00:01:20,920 Speaker 1: of economy wise, because there is quite a large of 25 00:01:20,959 --> 00:01:23,959 Speaker 1: the Australia modities coming to China. I think that's definitely 26 00:01:23,959 --> 00:01:26,600 Speaker 1: what we have significant impact in terms of the people's 27 00:01:26,640 --> 00:01:30,840 Speaker 1: confidence on where the economy, especially for China economy we're 28 00:01:30,880 --> 00:01:33,800 Speaker 1: going to and where the Australia economy we're going through 29 00:01:33,800 --> 00:01:38,000 Speaker 1: that even we have received so much nective data. Sorry, 30 00:01:39,280 --> 00:01:41,039 Speaker 1: I just wanted to do just interrupt it because I 31 00:01:41,040 --> 00:01:43,120 Speaker 1: think what we're trying to get at here is that 32 00:01:43,560 --> 00:01:46,280 Speaker 1: markets are very at the moment on edge, and you know, 33 00:01:46,360 --> 00:01:49,640 Speaker 1: obviously there's the economic fear, but there's also the new 34 00:01:49,680 --> 00:01:52,160 Speaker 1: alpha in the room, which is geopolitics. I mean, this 35 00:01:52,240 --> 00:01:54,720 Speaker 1: is the old alpha, isn't it That you've already alluded 36 00:01:54,760 --> 00:01:58,160 Speaker 1: to what's going on with the saber rattling between Beijing 37 00:01:58,200 --> 00:02:01,280 Speaker 1: and Washington. But also on top of that, naturally we've 38 00:02:01,280 --> 00:02:05,960 Speaker 1: got tensions elsewhere, not least in Eastern Europe. Yeah, I agree, 39 00:02:06,040 --> 00:02:07,840 Speaker 1: that's definitely the alpha in the room. I think for 40 00:02:07,840 --> 00:02:10,360 Speaker 1: Australa for a long time since the previous Prime Minister 41 00:02:10,440 --> 00:02:13,280 Speaker 1: in Australia that having a quite sensitive to talk about 42 00:02:13,280 --> 00:02:15,560 Speaker 1: the Taiwan and every time the Australa pick up this topic, 43 00:02:15,639 --> 00:02:19,280 Speaker 1: there's always had the very aggressive response from China. And 44 00:02:19,320 --> 00:02:21,679 Speaker 1: then this is things that coming to the next stage 45 00:02:22,240 --> 00:02:25,040 Speaker 1: that we're happening this morning and what I see that 46 00:02:25,120 --> 00:02:27,280 Speaker 1: I think in terms of the economy wise, that definitely 47 00:02:27,280 --> 00:02:29,960 Speaker 1: will trigger the new fears get into the new stage 48 00:02:30,000 --> 00:02:33,959 Speaker 1: about the um the staple of the regions, expectly for 49 00:02:34,000 --> 00:02:36,080 Speaker 1: the apack for Australa points of view, for the China 50 00:02:36,160 --> 00:02:39,560 Speaker 1: point of view, there will be quite a significant probably 51 00:02:39,560 --> 00:02:42,440 Speaker 1: the game changer I think the food close the economy 52 00:02:42,680 --> 00:02:45,960 Speaker 1: space to the next quarter. All Right, t V, thank 53 00:02:46,000 --> 00:02:47,720 Speaker 1: you so much for joining us. He be Chan market 54 00:02:47,720 --> 00:02:50,680 Speaker 1: analyst at i G. Just taking a look at some 55 00:02:50,760 --> 00:02:53,239 Speaker 1: of the other stories in the news this morning on 56 00:02:53,280 --> 00:02:56,440 Speaker 1: the business side. One that you might have missed contemporary 57 00:02:56,480 --> 00:02:59,600 Speaker 1: amper X Technology, the world's biggest maker of e V 58 00:03:00,000 --> 00:03:03,240 Speaker 1: watteries UH and a huge supplier to Tesla, said that 59 00:03:03,320 --> 00:03:08,560 Speaker 1: his vice chairman resigned effective yesterday to pursue opportunities in 60 00:03:08,639 --> 00:03:12,560 Speaker 1: battery charging and energy storage. So that's an important executive 61 00:03:12,560 --> 00:03:14,600 Speaker 1: departure at c at L