BT Market Focus

The Business Times
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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.

  1. 2d ago

    AI spending, oil and rate hikes: What is really steering markets

    Alphabet gets punished for spending on AI. Microsoft gets applause for the exact same thing. Meanwhile, oil's flirting with $115 and central banks are pretending they're not cornered. Correspondent Howie Lim speaks to Paul Chew from Phillips Securities Research to dissect the $400 billion AI reality check, the memory chip cash war, and why one obscure indicator could steer your portfolio through next week's chaos. Maybe the confusion can be profitable! Highlights: 00:46 $400 billion AI reality check 02:56 Memory chips vs. shareholder yield 05:05 The rate decision nobody wants to make 08:58 Asian whipsaw  10:22 The one indicator steering next week's chaos --- 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 Paul Chew, head of research, Phillip Securities Research Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Rachna Raghu 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 Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    AI spending, oil and rate hikes: What is really steering markets

  2. 3d ago

    AI split - big tech's bumper cash vs. heavy burn

    Market news for October 29 2026: Alphabet's shares tumbled 10% on heavy AI cash burn, erasing nearly $400 billion in market value, while Microsoft beat forecasts with robust cash flows to lift its shares, highlighting a stark Big Tech divergence ahead of key earnings. 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.

    AI split - big tech's bumper cash vs. heavy burn

  3. 4d ago

    Asian shares rally on SK Hynix’s profit surge and Anthropic’s $63B funding deal

    Market news for October 27 2026: Asian stocks rallied, buoyed by renewed enthusiasm for artificial intelligence, following a fresh wave of AI-related funding announcements and SK Hynix's profit surge, and US$75B shareholder return plan. Investors now await key US tech earnings, and the upcoming Federal Reserve's decision. 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.

    Asian shares rally on SK Hynix’s profit surge and Anthropic’s $63B funding deal

  4. 5d ago

    Anthropic IPO and Meta's mega-fundraising spark Asian surge

    Market news for October 27 2026: Asian stocks surged as Anthropic's IPO filing and Meta's massive fundraising boosted sentiment. Investors now await pivotal central bank meetings and critical tech earnings to test the ongoing AI trade amid fragile regional tensions and shifting global interest rate 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: 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.

    Anthropic IPO and Meta's mega-fundraising spark Asian surge

  5. 6d ago

    Oil cools as markets brace for central bank crucible and AI earnings showdown

    Market news for October 26 2026: Stock markets traded cautiously as easing oil prices offered brief relief. Investors now brace for a high-stakes week featuring pivotal central bank meetings and major AI earnings that will test fragile market confidence amid ongoing regional tensions. 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.

    Oil cools as markets brace for central bank crucible and AI earnings showdown

  6. Oct 23

    AI spending and higher-for-longer rates: What Asian investors should watch

    Asian tech stocks getting hammered, Brent crude above $111 and French 10-year yields hitting 5%. Is the debt-fueled AI expansion finally hitting a wall — or just catching its breath? Correspondent Howie Lim sits down with Ray Heung, senior investment officer at Standard Chartered Bank, to dissect the growing disconnect between booming AI narratives and market reality. From hyperscaler CapEx anxiety to China's confidence crisis, oil shocks, and France's fiscal strain — the signals you need before the next FOMC. Highlights: 00:51 AI investment cycle: Boom or bubble? 03:35 Higher for longer and Asian rates 06:33 Oil above $111 and Asia's energy importers 10:59 Indonesia's MSCI warning & the free-float test 12:12 Regional tech washout  13:43 France hits 5% yields: contagion risk --- 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 Ray Heung, senior investment strategist, Standard Chartered Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Rachna Raghu 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.

    AI spending and higher-for-longer rates: What Asian investors should watch

  7. Oct 22

    AI spending anxiety and escalating gulf tensions fuel regional tech selloff

    Market news for October 22 2026: Asian equities suffered a sharp tech-led selloff as soaring artificial intelligence capital expenditure concerns collided with escalating Gulf geopolitical tensions. Brent crude surged past 111 dollars per barrel near a five-month high, while regional indexes plummeted amid mounting market anxiety. 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.

    AI spending anxiety and escalating gulf tensions fuel regional tech selloff

  8. Oct 21

    Asian shares build on Wall Street gains as corporate earnings shine

    Market news for October 21 2026: Asian shares rebounded near post-selloff highs on Wall Street gains and corporate earnings optimism. Tesla-SpaceX merger talks lifted suppliers, while Brent crude rose amid Gulf conflict concerns. The dollar held steady as emerging markets navigated policy adjustments. 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.

    Asian shares build on Wall Street gains as corporate earnings shine
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About

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.

Information

  • Creator
    The Business Times
  • Years Active
    2022 - 2026
  • Episodes
    830
  • Rating
    Clean
  • Show Website
    BT Market Focus

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