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. 7h ago

    Midterm shockwave - tech, oil, and the great rotation

    Trillions wiped overnight. Asia's markets in free fall. Gold at US$4,000. What just happened? The Democratic midterm sweep sent shockwaves through tech, energy, and currencies — and the ripple effects are far from over. In this episode of Market Focus Weekly, correspondent Howie Lim sits down with Saxo's chief investment strategist Charu Chanana to decode the chaos: AI spending under fire, Brent crude plunging below US$100, Singapore banks diverging, and safe havens behaving anything but safely. Find out what could possibly be next. Highlights: 01:35 The midterm earthquake and AI under fire 05:08 Oil's plunge and the peace talk mirage 06:54 Singapore banks: Three paths, three stories 09:38 Safe havens of bonds, gold, and a weaker dollar 13:03 Beyond US tech 15:36 Singapore's hidden strengths --- 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 Charu Chanana, chief investment strategist, Saxo 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.

    Midterm shockwave - tech, oil, and the great rotation
  2. Oct 30

    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

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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