Taiwan's largest semiconductor manufacturer, TSMC, spends at least five to six times the capital expenditure of its Chinese competitors, says Randy Abrams from Credit Suisse.
Victoria Fernandez from Crossmark Global Investments says that the earnings multiple for U.S. banks has "more room to move higher". She adds that investors should also consider these banks' business relationships and the steepening yield curve.
Joshua Kurlantzick from the Council of Foreign Relations analyzes reasons for Chinese investment in Myanmar despite the latter facing "global condemnation" on human rights issues. He adds that strong bilateral ties will remain of "paramount importance" to Myanmar.
Thomas Madden from Leyland Private Asset Management discusses Rio Tinto's outlook for 2020 and the mining giant's financial decisions made in recent years.
Todd Mariano of Eurasia Group discusses the impact of the recently approved US-Mexico-Canada Agreement (USMCA) on local businesses and U.S. President Donald Trump's 2020 reelection bid.
China's ongoing structural reforms will create more local to international business competition and promote innovation, says Eswar Prasad from Cornell University. However, he says that local policy makers caution China may face challenges to maintain "better quality growth".
Mark Zandi from Moody's Analytics expresses concern over U.S. President Donald Trump's picks of Christopher Waller and Judy Shelton to the Federal Reserve Board. Zandi fears that the U.S. central bank's financial decisions will be "less independent" from the executive branch.
"Indonesia is on a good path," says HSBC's Frederick Neumann, who predicts modest growth for its 2020 economy after it demonstrated resilience through events like the recent Jakarta floods.
Greg Gilligan of Amcham China discusses how its members will be moving forward following the phase one U.S.-China deal. He adds they are focused to making phase one deal work.
David Bailin of Citi Private Bank emphasizes the importance of diversification in investing, particularly in emerging markets such as in Southeast Asia. He also cautions of imminent risks in cyclical sectors like energy.
Tim Seymour of Seymour Asset Management says that markets will be a "lot more volatile" this year pending what the Fed might do next. He also discusses the upcoming U.S. election and how it may impact markets.
The U.S. and China signed a partial trade deal on Wednesday that takes steps to root out several practices by Beijing that has irked the White House and members of Congress from both parties.
There's a limited upside in oil prices, amid a shift from fossil fuels to renewable energy as global oil supply exceeds demand, said David Bailin, CIO of Citi Private Bank.
Google's decision to phase out third-party cookies to protect user privacy and refine content is a "positive development" for the industry and is inevitable, says Michel De Rijk from S4 Capital.
"Better intellectual property protection means more investment in China," says Clete Willems of Akin Gump. He also considers U.S.-China cooperation on guarding IP rights the most crucial part of the phase one deal alongside structural reforms.
The U.S. economy may accelerate in 2020 given its upcoming presidential elections and this year may turn out to be a year where "growth is still better than expectations", says Margaret Patel from Wells Fargo Asset Management .
Timothy Stratford of Covington & Burling discusses the use of tariffs and subsidies as "tit-for-tat" measures in the U.S.-China trade war.
Peter Levesque of Modern Terminals discusses how Hong Kong's months of political unrest have impacted businesses and revealed the next generation disenfranchised by its "one country, two systems" policy.
China's economy is likely to reach its target gross domestic product of around 6% in 2020 despite existing credit risks, says Societe Generale's Toby Lawson.
Despite an increased output to 3 million oil barrels per day, the United States has yet to build a sufficient supply of spare oil that will allow it to influence market prices like Saudi Arabia can, says Matthew Smith of ClipperData.
Martin Soong is the co-anchor of CNBC's Street Signs, based in Singapore. The programme follows the day's biggest moves to provide viewers with actionable, real-time insights.
An experienced business and financial markets correspondent who specializes in commodities since 1997, Sri Jegarajah follows global energy developments closely.