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.
122episodes
Episodes
Newest firstAll episodes
Asia chip sell-off deepens as China competition fears trigger Kospi circuit breaker
2w ago00:04:25Tap to summarizeMarket news for July 28, 2026: Asian chip stocks tumbled today, led by a 10.84 per cent drop in South Korea's Kospi, which triggered a circuit breaker. The sell-off reflected growing concerns over elevated AI valuations and rising competition from China. At the same time, Brent crude continued to fall on hopes of easing geopolitical tensions between the US and 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 slides on Gulf pause, Chinese chip giant CXMT soars in record IPO
2w ago00:04:41Tap to summarizeMarket news for July 27, 2026: Asian markets rose as a temporary pause in the fighting in the Gulf pushed oil prices lower. Changxin Technology Group (CXMT) made a blockbuster market debut. Meanwhile on Wall Street, earnings season reaches a pivotal stage this week as several major US technology companies prepare to report. 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 at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next
3w ago00:16:24Tap to summarizeOil prices are surging, AI spending is back under the microscope, and a new round of U.S. tariffs is raising fresh concerns about global growth. Together, these forces are driving volatility across financial markets and putting renewed pressure on Asian currencies as inflation risks rise and the Federal Reserve maintains a hawkish tone. In this episode of Market Focus Weekly, Barclays' Mitul Kotecha joins us to unpack the week's biggest market and FX developments. We examine the impact of higher energy prices on Asia's inflation outlook and central bank policy, discuss whether the region is prepared for another wave of tariffs, and explore what's next for two closely watched currencies—the Japanese yen and the Indian rupee. Highlights: 02:00 How is Asia coping with high energy prices 09:10 New Trump tariffs impact on Asia 11:08 Japan yen intervention expectations 13:33 Further depreciation for the Indian rupee --- 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 Mitul Kotecha, head of FX and EM Macro Strategy Asia, Barclays 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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Oil jumps on Houthi attacks, AI spending powers Asian chip stocks
3w ago00:04:21Tap to summarizeMarket news for July 23, 2026: Asian shares advanced today after major US technology companies unveiled robust capital spending plans. Oil prices climbed again to near record 6-week highs after Yemen's Iran-aligned Houthis claimed attacks on two Saudi oil tankers in the Red Sea. 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 seven-week highs as Yen slides to forty-year low
3w ago00:03:58Tap to summarizeMarket news for July 22, 2026: Asian shares traded mixed today amid caution ahead of the major tech earnings this week. Yen slides to its weakest level in almost four decades. Oil extends its rally to reach seven-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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Asian stocks bounce back, Oil slips despite escalating Houthi threats
3w ago00:04:10Tap to summarizeMarket news for July 21, 2026: Asian shares climbed today, led by gains in Japan and South Korea. Oil prices edged lower on hopes of diplomatic progress in the Gulf. Iran-backed Houthis in Yemen have threatened a naval blockade on Saudi Arabia. Indonesia's parliament approved generous tax incentives under a new financial centre law. 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 tops US$90 as conflict intensifies, South Korean chip sell-off accelerates
3w ago00:04:03Tap to summarizeMarket news for July 20, 2026: Asian shares traded mixed today as the conflict in the Middle East has pushed oil prices higher, reaching above US$90 a barrel for the first time in more than a month. South Korea’s Kospi fell another 4.5 per cent lower today as the semiconductor sell off extended into the new week. 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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Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look now
4w 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
4w 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
4w 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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