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Market Focus Weekly

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09:46
2026-08-21
businesstimes.com.sg
artificial-intelligence

Stress cracks in bonds are reshaping the AI and EM story

Rising long-term Treasury yields, not hype, pose the biggest risk to AI valuations, according to Gary Tan, portfolio manager at Allspring Global Investments, who spoke on The Business Times' Market Fo…

09:46
2026-08-14
businesstimes.com.sg
artificial-intelligence

Records, rate cuts and the yen’s reckoning

In the latest Market Focus Weekly podcast from The Business Times, correspondent Howie Lim interviews Arun Sai, senior multi-asset strategist at Pictet Asset Management, who argues that the AI trade's…

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