Japan never had much of an edge in algorithms and software, and the gap between China and Japan has widened over time, says Amir Anvarzadeh of Asymmetric Advisors.
Prakash Sharma of Wood Mackenzie discusses China's economy and energy needs. He says sectors such as technology, robotics and electric vehicle in China will receive more investment than traditional ones.
U.S.-Japan relations should not be affected as long as Japan's ruling coalition remains in power, says Izumi Devalier of Bank of America Merrill Lynch. She also discusses the impact of Japan's upcoming consumption tax.
An incident in the Middle East is going to lead to a flare up that is not easily controlled one day, unless the U.S. and Iran find a way to pull back, says Jarrett Blanc of Carnegie Endowment for International Peace.
Tobias Harris of Teneo Intelligence discusses Japan's upper house elections and a potential U.S.-Japan trade agreement. He says the ruling coalition's supermajority on constitutional reform is "very tenuous."
Thomas Tzitzouris of Strategas explains how the American elections may be causing both the U.S. and China to believe they're bargaining from a position of strength.
Frank Bunger of Orion Span discusses the changes happening in the space industry. He says NASA has become a customer, rather than a purveyor of space services, and that transition will continue.
Microsoft is making money from its cloud business now and will make a lot more money from it in future, says Timothy Horan of Oppenheimer.
The Fed won't have enough dry powder if it waits too long to cut rates and the situation "cascades on the downside," says Michael Kelly of PineBridge Investments.
David Mann of Standard Chartered Bank discusses economic stimulus in China, trade and global supply chains.
There may be room for some commercial U.S. deals with Huawei, but it's unlikely that the Chinese technology firm will be taken off America's entity list, says Joshua Meltzer of the Brookings.
Hugh Thompson of Symantec explains how his company is working to develop technology that intercept and analyze calls in order to combat deepfakes.
Carl Tannenbaum of Northern Trust says, with U.S. markets hitting record highs, there isn't enough urgency for the Fed to cut rates by 50 basis points.
Lou Kerner of CryptoOracle says cryptocurrency is the next big thing and, if the U.S. regulators roll out the red tape instead of the red carpet, it will be to their own "peril."
King Lip of Baker Avenue Asset Management says the firm is a big believer in Netflix's management team. He also says, while competition is increasing, Netflix does have quite a bit of a first mover advantage in the streaming services industry.
Chad Morganlander of Washington Crossing Advisors says the Fed should only cut rates once, by 25 basis points, because there's very little financial stress in the U.S. markets.
Deutsche Bank Wealth Management's global chief investment officer predicted the Federal Reserve will cut interest rates twice in the next 12 months, but chances of a four-time rate cut are less.
Richard McGregor of Lowy Institute says the idea of China weaponizing its holdings of U.S. Treasurys has always been a "non-starter." He also weighs in on the relationship between U.S. President Donald Trump and Chinese President Xi Jinping.
Christian Nolting of Deutsche Bank Wealth Management says the Fed may cut rates twice, but not four times as the market appears to be pricing in.
Karl Brauer of Kelley Blue Book says Tesla's profitability will improve substantially when the Model Y is released and the firm's production plant in China is up and running.