Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look nowGeopolitical 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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