2. Follow the AI money: China, the Quad and Southeast Asia

Andrew Collier, managing director of Orient Capital Research, analyses how the world of investment reacted to the latest US investment restrictions on China’s tech industry, and the options that are left for Beijing as it aims to become the world leader in artificial intelligence. Georgetown University’s CSET research analyst Ngor Luong knows exactly who has been investing in China, and explains why she expects more money to flow from China to Southeast Asia.