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. Higher for longer: what a stalled peace deal means for Asian investors

    1D AGO

    Higher for longer: what a stalled peace deal means for Asian investors

    Geopolitics, Big Tech, and fragile ceasefires: The bulls took a breather this week. Oil prices jump as Middle East tensions flare, but how much risk premium is actually priced in? As the US Fed holds firm, we delve into what "higher for longer" means for Asia's asset allocation. Plus, the AI race heats up between Apple and Google, and is gold still the ultimate safe haven? Howie Lim speaks to Thomas Rupf for the volatility-injected analysis. Highlights: 01:23 How much risk premium is priced in oil 03:43 Fed on hold: What it means for Asia asset allocation 07:03 Apple, Google & the AI infrastructure race 10:16 Gold’s stumble --- 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 Thomas Rupf, co-head Singapore and chief investment officer Asia, VP 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.

    12 min
  2. From whiplash to record highs: how long can the peace rally last?

    APR 17

    From whiplash to record highs: how long can the peace rally last?

    Global diplomacy flips Monday's oil panic into a record-high rally. Can AI demand truly decouple from energy shocks? Why did China's stocks ignore a huge GDP beat? Portfolio manager from PhillipCapital Pete Tan breaks down the war-diplomacy ease, the gold retreat, and which Singapore sectors still promise haven in a volatile market. Highlights: 02:35 AI vs. geopolitical risk 04:34 Investor sentiment wobbly in China 07:34 If diplomacy fails: what oil price breaks the rally? 08:32 The fate of the dollar --- 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 Pete Tan, portfolio manager, PhillipCapital 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.

    10 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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