AI boom, gold rush, oil slump: What Asia’s markets are signalling
Asia’s markets had another wild week, with AI valuations soaring, commodities pulling in opposite directions, and policy moves threatening to shift the ground beneath investors’ feet. The question is: how much of this is real signal, and how much is just noise?
On this week’s Market Focus Weekly from The Business Times, host Emily Liu is joined by Christopher Forbes, head of Asia at CMC Markets, to break down the latest market drivers. Together, they explore where opportunities still lie and where the risks are starting to bite.
Why listen?
- AI valuations under the microscope: OpenAI’s US$500 billion valuation and what it means for Asia’s tech ecosystem.
- Gold’s relentless climb: Why central banks, miners and investors are chasing bullion while oil falters.
- Trump’s tariffs and shutdown ripple effects: Which economies are holding up, and which may stumble.
- Singapore’s first stablecoin: Small in size now, but what could it mean for payments and markets?
Expect more than just headline commentary. This conversation dives into the wider ecosystem powering AI from data centres to energy and infrastructure as well as the political and policy undercurrents shaping Asia’s markets.
All in this week’s Market Focus Weekly. Listen to more episodes at bt.sg/podcasts. Got feedback? Email us at btpodcasts@sph.com.sg.
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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Christopher Forbes, head of Asia, CMC
Edited by: Chai Pei Chieh & Claressa Monteiro
Produced by: Emily & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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