Podcast
BT Market Focus
Hosted by The Business Times · EN
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.
105episodes
Episodes
Newest firstAll episodes
Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look now
6d ago00:16:47Tap to summarizeGeopolitical tensions in the Middle East, coupled with growing concerns that AI spending may have become too exuberant, have fuelled volatility in stock markets globally. On a positive note, the equity fundraising boom shows little sign of slowing, with Malaysia leading the way in South-east Asia. In this episode of Market Focus Weekly, M&G Investments’ Vikas Pershad unpacks the market moves for the week – sharing where he sees the other AI opportunities in Asia, given volatility in the memory chip sector, why South-east Asia's IPO market is becoming increasingly attractive, and the "North Star" guiding his outlook for the India market. Highlights: 02:02 Investing opportunities in Asia’s energy sector 05:03 What to watch for during earnings season 06:20 IPO boom in South-east Asia 08:04 Why the software sector is not ‘dead’ 13:31 What is his ‘North star’ for the India market --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Hosted by: Claressa Monteiro (claremb@sph.com.sg) Written by: Nicole Teo With Vikas Pershad, portfolio manager for Asian Equities, M&G Investments Edited by: Nicole Teo & Claressa Monteiro Produced by: Nicole Teo & 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/btlensonSee omnystudio.com/listener for privacy information.
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TSMC's record profit fails to lift Asian chip stocks; Oil eases amid elevated risks
1w ago00:04:02Tap to summarizeMarket news for July 16, 2026: Asian shares fell today, led by the sell-off in semiconductor, even as chipmaking giant TSMC announced its’ record earnings beat. Meanwhile, oil prices retreated slightly after the US completed its latest round of strikes on Iran. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Oil jumps on US-Iran hostilities; ASML earnings lift AI sentiment
1w ago00:03:59Tap to summarizeMarket news for July 15, 2026: Asian shares rally as US inflation numbers cooled interest rate hike expectations. Geopolitical tensions continue to rise as both the US and Iran continue to ramp up strikes. In tech earnings, ASML beats expectations, while IBM disappoints. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Oil hits four-week high as Asian stocks rebound
1w ago00:04:08Tap to summarizeMarket news for July 14, 2026: Asian markets closed mostly higher today, after a reversal and stock gains in Japan and South Korea. Possibility of US putting a 20 per cent levy on cargo ships transiting the Strait of Hormuz sends Brent crude to 4-week highs. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Oil surges as US-Iran strikes escalate, SK Hynix plunges after Nasdaq debut
1w ago00:03:32Tap to summarizeMarket news for July 13, 2026: Asian shares fell today as the escalating conflict in the Middle East led to higher oil prices and reignited global inflation concerns. South Korea's Kospi index plunged 9 per cent, dragged down by chipmaker SK Hynix, which slumped more than 15 per cent. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now
2w ago00:16:03Tap to summarizeEscalating military tensions between the US and Iran have renewed concerns over energy prices, while volatility in AI-linked technology stocks, particularly in East Asia continues to rise. S&P Dow Jones follows MSCI in potentially downgrading the Indonesia market to ‘frontier’ status, while traders remain alert for Japan’s yen intervention. In this episode of Market Focus Weekly, JP Morgan Asset Management’s Raisah Rasid unpacks the market moves for the week – revealing the direction of travel for oil prices, how the AI story is evolving, and why South Korea’s tech sell off is not an exit signal. Highlights: 01:24 Oil unlikely to return to pre Iran war levels soon 04:33 AI story is not broken, but evolving 06:37 Reducing concentration risk in tech heavy markets 10:11 Active stock selection crucial in Indonesia market 13:35 Yen intervention provides short-term relief --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Hosted by: Claressa Monteiro (claremb@sph.com.sg) Written by: Nicole Teo With Raisah Rasid, global market strategist, JP Morgan Asset Management Edited by: Nicole Teo & Claressa Monteiro Produced by: Nicole Teo & 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/btlensonSee omnystudio.com/listener for privacy information.
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Asian markets lose momentum as oil surge fuels inflation fears
2w ago00:03:53Tap to summarizeMarket news for July 9, 2026: Oil prices rose 1 per cent for its third consecutive session amid renewed geopolitical tensions between the US and Iran. Asia markets lose its earlier momentum, while Europe and US markets are poised for a firm open. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Oil up as US-Iran ceasefire ends, South Korean Kospi enters bear market
2w ago00:03:29Tap to summarizeMarket news for July 8, 2026: US President Trump declared an end to the ceasefire with Iran, following an exchange of strikes between the two countries. South Korea’s Kospi plunged 5.35 per cent, entering bear market territory. US treasury yields and dollar strength both rose amid the heightened geopolitical risk. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Asian markets slide on Samsung shock; Oil advances amid renewed Middle East tensions
2w ago00:03:47Tap to summarizeMarket news for July 7, 2026: Asia shares fell today, following Samsung’s earning guidance failing to impress investors. Oil moved up slightly over renewed tensions in the Strait of Hormuz. US President Donald Trump is set to attend the NATO summit tomorrow. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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Asia stocks mixed amidst rising AI caution, yen intervention risks remain
2w ago00:03:38Tap to summarizeMarket news for July 6, 2026: Asia shares traded mixed today as investors recalibrate artificial intelligence related plays. Samsung to release second quarter earnings guidance tomorrow. Brent crude falls on the resumption of shipping traffic in the Strait of Hormuz. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Nicole Teo (nicolet@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: 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 Feedback to: btpodcasts@sph.com.sg 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/btlensonSee omnystudio.com/listener for privacy information.
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