BT Market Focus

The Business Times
  • 0.0 (0)
  • Inversiones
  • Cada semana

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Produced by BT Podcasts, The Business Times, SPH Media.

  1. Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now

    hace 8 h

    Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now

    Escalating military tensions between the US and Iran have renewed concerns over energy prices, while volatility in AI-linked technology stocks, particularly in East Asia continues to rise. S&P Dow Jones follows MSCI in potentially downgrading the Indonesia market to ‘frontier’ status, while traders remain alert for Japan’s yen intervention. In this episode of Market Focus Weekly, JP Morgan Asset Management’s Raisah Rasid unpacks the market moves for the week – revealing the direction of travel for oil prices, how the AI story is evolving, and why South Korea’s tech sell off is not an exit signal. Highlights: 01:24  Oil unlikely to return to pre Iran war levels soon 04:33 AI story is not broken, but evolving 06:37 Reducing concentration risk in tech heavy markets 10:11 Active stock selection crucial in Indonesia market 13:35 Yen intervention provides short-term relief --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Hosted by: Claressa Monteiro (claremb@sph.com.sg) Written by: Nicole Teo With Raisah Rasid, global market strategist, JP Morgan Asset Management Edited by: Nicole Teo & Claressa Monteiro Produced by: Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    16 min
  2. Asian markets lose momentum as oil surge fuels inflation fears

    hace 1 día

    Asian markets lose momentum as oil surge fuels inflation fears

    Market news for July 9, 2026: Oil prices rose 1 per cent for its third consecutive session amid renewed geopolitical tensions between the US and Iran. Asia markets lose its earlier momentum, while Europe and US markets are poised for a firm open. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    4 min
  3. Oil up as US-Iran ceasefire ends, South Korean Kospi enters bear market

    hace 2 días

    Oil up as US-Iran ceasefire ends, South Korean Kospi enters bear market

    Market news for July 8, 2026: US President Trump declared an end to the ceasefire with Iran, following an exchange of strikes between the two countries. South Korea’s Kospi plunged 5.35 per cent, entering bear market territory. US treasury yields and dollar strength both rose amid the heightened geopolitical risk. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    3 min
  4. Asian markets slide on Samsung shock; Oil advances amid renewed Middle East tensions

    hace 3 días

    Asian markets slide on Samsung shock; Oil advances amid renewed Middle East tensions

    Market news for July 7, 2026: Asia shares fell today, following Samsung’s earning guidance failing to impress investors. Oil moved up slightly over renewed tensions in the Strait of Hormuz. US President Donald Trump is set to attend the NATO summit tomorrow. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    4 min
  5. Asia stocks mixed amidst rising AI caution, yen intervention risks remain

    hace 4 días

    Asia stocks mixed amidst rising AI caution, yen intervention risks remain

    Market news for July 6, 2026: Asia shares traded mixed today as investors recalibrate artificial intelligence related plays. Samsung to release second quarter earnings guidance tomorrow. Brent crude falls on the resumption of shipping traffic in the Strait of Hormuz. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    4 min
  6. Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading

    3 jul

    Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading

    Volatility in AI-linked technology stocks, globally and across Asia, continues to rise. Indonesia faces uncertainty over a possible MSCI downgrade, and traders remain on high alert for Japan’s yen intervention. In this episode of Market Focus Weekly, Standard Chartered Bank’s Yap Fook Hien unpacks the market moves for the week – revealing their bullish views for South Korean and Japanese equities, why strong earnings continue to buoy risks of an AI bubble, and why oil and gold prices still have further upside. Highlights: 01:10 Valuations for Korean stocks still ‘low’ 03:21 Yen intervention risks 10:05 Why AI is not in a bubble 14:52 Gold remains an important diversifier --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Yap Fook Hien, senior investment strategist, Standard Chartered Bank Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    17 min
  7. South Korean stocks tumble, Japan to ‘ambush’ yen short sellers

    2 jul

    South Korean stocks tumble, Japan to ‘ambush’ yen short sellers

    Market news for July 2, 2026: Asian stocks fell ​today, following the sell off in US technology shares overnight. US President Donald Trump praised US-Iran talks in Doha. Crude prices fall to four-month lows amidst growing oil glut expectations. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    3 min
  8. Stalled diplomacy, sinking yen: Asian markets open Q3 on edge

    1 jul

    Stalled diplomacy, sinking yen: Asian markets open Q3 on edge

    Market news for July 1, 2026: Asian shares opened the new quarter cautiously as stalled US-Iran diplomacy clashed with rising US bond yields. The Japanese yen sank to fresh 40-year lows, fuelling intervention jitters, while investors braced for critical labor data and Fed policy guidance ahead. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    3 min
Ver todo (751)

Acerca de

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Produced by BT Podcasts, The Business Times, SPH Media.

Información

  • Creador
    The Business Times
  • Años de actividad
    2022 - 2026
  • Episodios
    751
  • Clasificación
    Apto
  • Mostrar sitio web
    BT Market Focus

También te podría interesar