Investing opportunities: Asia’s energy sector

What to watch for during earnings season

IPO boom in South-east Asia

Why the software sector is not ‘dead’

What is his ‘North star’ for the India market

Geopolitical 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

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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 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

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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/btlenson

Geopolitical 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&amp;G Investments&rsquo; Vikas Pershad unpacks the market moves for the week &ndash; 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&rsquo;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 &lsquo;dead&rsquo;
13:31 What is his &lsquo;North star&rsquo; for the India market
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Hosted by: Claressa Monteiro (<a href="mailto:claremb@sph.com.sg">claremb@sph.com.sg</a>)
Written by: Nicole Teo
With Vikas Pershad, portfolio manager for Asian Equities, M&amp;G Investments
Edited by: Nicole Teo &amp; Claressa Monteiro
Produced by: Nicole Teo &amp; Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow Market Focus Weekly podcasts every Friday:
Channel: <a href="https://bt.sg/btmktfocus/">bt.sg/btmktfocus</a>
Amazon: <a href="https://bt.sg/mfam">bt.sg/mfam</a>
Apple Podcasts: <a href="https://bt.sg/mfap/">bt.sg/mfap</a>
Spotify: <a href="https://bt.sg/mfsp/">bt.sg/mfsp</a>
YouTube Music: <a href="https://bt.sg/mfyt">bt.sg/mfyt</a>
Website: <a href="https://bt.sg/mktfocus/">bt.sg/mktfocus</a>
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&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
Discover more BT podcast series:
BT Money Hacks at: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Correspondents at: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Podcasts at: <a href="https://bt.sg/podcasts">bt.sg/podcasts</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Join us at the closing bell — for a look at the day's markets and the news that drove them.

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.

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.