BT Market Focus

The Business Times

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. Is the AI trade still intact? And why oil might be your next surprise

    5d ago

    Is the AI trade still intact? And why oil might be your next surprise

    AI is minting billionaires and burning cash at historic scale. Chip stocks are swinging wildly. Big Tech is borrowing like never before. And oil, gold, and the yen are sending mixed signals. In this episode of Market Focus Weekly, BNY Investments' Aninda Mitra cuts through the noise — separating AI signal from hype, exposing the risks retail investors are missing, and revealing why a global oil glut may be closer than you think. Highlights: 01:23 Hidden risk in AI valuation 06:04 Big tech’s liquidity crunch 08:35 Why oil still matters 11:26 Gold’s big disappointment --- 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 Aninda Mitra, head of Asia macro and investment strategy, BNY Investments 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.

    16 min

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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.

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