In this episode of Market Focus Weekly, St. James’s Place Martin Hennecke joins us to unpack the week of corporate earnings and market movements. We examine the impact of the conflicting outlooks for AI-related capital expenditure means for investors, where opportunities remain in the AI trade, and how to position portfolios amid shifting market and currency dynamics.

Highlights:

04:00 Biggest contributing factors in driving inflation

07:13 Are we reaching a peak in the memory cycle?

10:44 Where to invest beyond AI

14:31 Yen strength, and Japan’s debt crisis

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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 Martin Hennecke, head of Asia and Middle East Investment Advisory, St. James’s Place

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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