Alibaba is making waves in the AI industry. From its newest trillion-parameter model to a $50 billion investment push, are Chinese tech valuations keeping pace with reality? 

This week on Market Focus Weekly, Emily Liu speaks with Raisah Rasid from JP Morgan Asset Management, to unpack the Chinese AI rally, and what it means for investors. Plus, the fallout from new US visa fees on India’s IT sector, and Singapore’s bold mid-cap index launch.

Highlights:

01:30 US mega-cap valuations

03:41 Chinese tech valuations

06:28 Alibaba’s big AI push

10:18 India reels form new US visa fee

14:14 Singapore’s new mid-cap index

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

With Raisah Rasid, global market strategist, JP Morgan Asset Management

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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