Carlos Casanova, Senior Asia Economist, UBP, tells Nitin Dialdas what we’ve seen overnight around DeepSeek shows how technology earnings may broaden away from the magnificent seven this year, and it remains to be seen which names will do best in future. Eric Fine, Portfolio Manager, Head of Emerging Markets Active Debt at VanEck, looks at what this shift might mean for bullish activity in bond markets. He goes onto the case for emerging market bonds, saying they can often be winners in terms of geopolitics.