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Bloomberg

Pressure Builds for Albanese Over Housing Tax Overhaul

Australian Prime Minister Anthony Albanese is facing mounting public and political pressure following last week's federal budget, which included proposed changes to negative gearing and the capital gains tax (CGT) discount. Policy Institute of Australia CEO Amy Auster warns the tax changes could fail to address the core issue of housing supply. She spoke on "Bloomberg: The Asia Trade."

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Bloomberg

AI Capex Drives Memory Demand and Asia Tech Outlook

Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities.

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Bloomberg

Vuchot on Why Luxury Travel Is Resilient in Asia

Luxury hospitality is proving resilient despite geopolitical risk, fuel shortages and market volatility. This segment examines how travel demand is shifting within Asia, with domestic and regional travel supporting occupancy and pricing. Benjamin Vuchot, CEO of The Hongkong and Shanghai Hotels, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to discuss demand trends, operational challenges and the group's strategic priorities.

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