Tech wobbles, Fed watch, and Asia’s balancing act
Tech stocks took a hit this week — first on Wall Street, then across Asia. Bubble fears resurfaced, but are we really seeing the start of something sinister, or just a breather?
In this episode of Market Focus Weekly from The Business Times, host Emily Liu is joined by Aninda Mitra, head of Asia macro and investment strategy at BNY Investment Institute, to unpack the week’s big market signals.
Why listen?
Because the Fed still holds the steering wheel
Jerome Powell’s speech tonight could swing expectations on when and how sharply rates move.
Because tech’s stumble isn’t the whole story
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Valuations may be stretched, but fundamentals in AI and broader tech look stronger than the late-90s bubble days.
Because Asia’s markets matter
From China’s stock surge to India’s tax cuts, the region is shaping its own momentum even as US policy dominates headlines.
From Wall Street jitters to Asia’s bright spots, the week has been anything but dull. If you’re trying to make sense of the chaos, this episode will get you there.
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 Aninda Mitra, head of Asia macro and investment strategy, BNY Investment Institute
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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