Nvidia’s Warning, Bond Jitters and Singapore’s Market Squeeze
Markets had plenty to chew on this week, from Nvidia’s earnings shock to bond markets rattled by politics, and the Chinese yuan flexing to its strongest level in months. Even Singapore’s market heavyweights weren’t spared, with names like ST Engineering, SIA and Sembcorp feeling the sting post-earnings reports.
This is the latest episode of Market Focus Weekly, from The Business Times host Emily Liu is joined by Hugh Chung, chief investment officer at Endowus. Together they unpack what the headlines really mean for Asia’s markets and for investors looking to stay sane in a week where the ground seems to keep shifting.
Why listen?
The Nvidia question: When the world’s most valuable chipmaker hints at slower revenue growth, investors everywhere get jittery. But is this a warning sign for the AI boom — or just the market’s inflated expectations catching up with reality? Bond markets under pressure: Political heat in Washington is spilling over into global markets, sending treasury yields higher in the US and Japan. We look at how this matters for Asian investors and why Tokyo’s 30-year bonds suddenly feel so exposed. Singapore stocks in focus: ST Engineering, SIA, Sembcorp all strong names that saw sharp sell-offs. Is this the start of a slowdown for Singapore Inc, or just a short-term wobble?
The global story may feel dominated by US headlines, but as the pair break down — Asia’s markets have their own storylines and some surprising bright spots that shouldn’t be ignored.
That’s 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 Hugh Chung, Chief Investment Officer, Endowus
Edited by: Howie Lim & Claressa Monteiro
Produced by: Emily Liu & Howie Lim
A podcast by BT Podcasts, The Business Times, SPH Media
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