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Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction
Description
In this episode of Market Focus Weekly, St. James’s Place Martin Hennecke joins us to unpack the week of corporate earnings and market movements. We examine the impact of the conflicting outlooks for AI-related capital expenditure means for investors, where opportunities remain in the AI trade, and how to position portfolios amid shifting market and currency dynamics.
Highlights:
04:00 Biggest contributing factors in driving inflation
07:13 Are we reaching a peak in the memory cycle?
10:44 Where to invest beyond AI
14:31 Yen strength, and Japan’s debt crisis
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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
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Hosted by: Claressa Monteiro (claremb@sph.com.sg)
Written by: Nicole Teo
With Martin Hennecke, head of Asia and Middle East Investment Advisory, St. James’s Place
Edited by: Nicole Teo & Claressa Monteiro
Produced by: Nicole Teo & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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