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. Wall Street sinks, Singapore soars: meme gold and AI aftershocks

    4D AGO

    Wall Street sinks, Singapore soars: meme gold and AI aftershocks

    Why is Wall Street sinking while Singapore soars past 5,000? Howie Lim and  portfolio manager Gary Tan dissect the US job shock, the mystery of 'meme' gold, and the volatility of the AI-driven tech rout. Plus, uncover the finer details of Singapore's forward-looking Budget 2026 and what it means for your portfolio. Highlights: 01:05 Dissecting US economic data so far 03:09 Gold trading like a ‘meme stock’? 06:12 The eternal question: Is the AI-driven tech rout really over? 09:01 Singapore Budget 2026: AI front and centre --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim With Gary Tan, portfolio manager for the Intrinsic Emerging Markets Equity team, Allspring Global Investments Edited by: Chai Pei Chieh Produced by: Howie Lim and 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 Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

    13 min
  2. Gold’s plunge, a new Fed chair and Asia in flux

    FEB 6

    Gold’s plunge, a new Fed chair and Asia in flux

    Gold's crash, AI's disruptive threat to software, and a pivotal week for Asia's markets: Japan's election and Indonesia's regulatory woes. Will Kevin Warsh shake up the Fed? Howie Lim and Raisah Rasid from JP Morgan Asset Management dissect the volatility, revealing where the smart money is moving now, geopolitical risk and high-tech hedges. Highlights: 00:57 Gold's volatile week and buying the dip 05:00 AI disruption roils software stocks 08:13 Warsh nomination: hawkish past, dovish turn 10:35 Japan election: policy uncertainty clouds outlook 12:47 Indonesia stock market’s regulatory uncertainty and long-term potential --- 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 Raisah Rasid, global market strategist, JP Morgan Asset Management 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.

    15 min

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.

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