John Stopford of Investec Asset Management says the Federal Reserve is a "convenient" target for U.S. President Donald Trump to "beat up" when the economy is not doing well.
One of the big things behind the protests in Hong Kong is the "terrible affordability" of housing in the city, which is upsetting young people and the middle-income population, says Peter Churchouse of Portwood Capital.
Despite Hyundai Motor's record second quarter profits, investors seem to be concerned about the South Korean won and a possible slowdown in the U.S. market, says Matt DeLorenzo of Kelley Blue Book. He also explains why he says Hyundai may shift production out of China to Southeast Asia.
Esben Poulsson of The International Chamber of Shipping discusses tensions in the Strait of Hormuz and its impact on the shipping industry. He says insurance premiums have gone up by anywhere between three to four times since the situation began.
Daniel Ives of Wedbush Securities says Apple's potential purchase of assets from Intel's modem chip business may be the "tip of the ice berg" of more acquisitions by the company.
Alicia Garcia-Herrero of Natixis says interest rate cuts will only help trade-dependent countries "marginally."
Edward Snyder of Charter Equity Research says not everything sold to Huawei will be a national security concern.
Charles Bobrinskoy of Ariel Investments says the U.S. economy is "very solid" and he is "pretty optimistic" about earnings.
Henry Rome of Eurasia Group says the U.S. and Iran are likely to stay in a "very high tension but largely peaceful" environment.
Carrie Law of Juwai.com says Southeast Asian countries like Thailand, Cambodia, Malaysia, and the Philippines have seen the most demand from Chinese real estate investors in 2018 and 2019.
There will be "multiple hundreds" of Chinese unicorns on China's STAR market, which presents long-term value for international investors, says Eugene Qian of UBS Securities.
Japanese Prime Minister Shinzo Abe's ruling coalition won Sunday's upper house election but failed to win enough seats to form a two-thirds majority that will allow them to revise the constitution. Stephen Nagy of the International Christian University weighs in.
Richard Martin of IMA Asia says he's keeping an eye on companies on the S&P 500 that look to be "flat or down," and how they're impacted by the slowing economy.
Haibin Zhu of J.P. Morgan discusses China's new technology board. He says the valuation model for firms listed on the "STAR Market" is pretty unclear at the moment.
Sayuri Shirai of Keio University says the U.S. may want to include foreign exchange in bilateral talks with Japan. That may cause the yen to appreciate, she says.
Joachim Fels of Pimco says the currency was is being fought without "outright intervention" in the foreign exchange markets. Instead, they're being fought with rate cuts and quantitative easing, he says.
Marc Chandler of Bannockburn Global Forex discusses expectations for Fed rate cuts, the U.S. dollar and Brexit.
Iran seized a British tanker in the Strait of Hormuz on Friday. Tim Ripley, an independent defence analyst, says Britain is in "a bit of a Catch-22" because all the options it has will make the situation worse.
Gareth Nicholson of Bank of Singapore says there's going to be more credit easing in China and that's creating a bigger debt bubble.
The U.S. will likely emerge the winner in a "cold currency war" that is heating up, an expert said.