Mel Siew, Portfolio Manager at Muzinich and Co, tells Nitin Dialdas that ultimately tariffs tend to filter down to the end consumer, and so we will see some adjustment as they move through supply chains, but the tech sector still looks strong. Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas, says Trump seems passionate about bringing manufacturing back to the US, but the challenge there is down to implementation and whether the US has the right ecosystem to invest in it.