US Treasury buybacks - fix or bandage

Oil spikes - temporary bump or new normal

AI growth - reality check or loss of faith

Japan's rate surge - who's really in control

Record inflows - EM strength or quick profit

Energy & defense - a lasting investment theme

Bond markets are cracking, oil is spiking, and Japan's rates are hitting decade highs — so where should investors actually put their money? Correspondent Howie Lim sits down with Gary Tan of Allspring Global Investments to discuss why US Treasury buybacks won't fix America's debt problem, why AI valuations hinge on bond yields rather than headlines, and why emerging markets (EM) are quietly attracting record inflows.

Highlights:

01:01 US Treasury buybacks - fix or bandage

02:06 Oil spikes - temporary bump or new normal

04:00 AI growth - reality check or loss of faith

07:14 Japan's rate surge - who's really in control

08:31 Record inflows - EM strength or quick profit

11:22 Energy and defense - a lasting investment theme

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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: Howie Lim (howielim@sph.com.sg)

With Gary Tan, portfolio manager, Intrinsic Emerging Markets Equity team, Allspring Global Investments

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & 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

Bond markets are cracking, oil is spiking, and Japan's rates are hitting decade highs &mdash; so where should investors actually put their money? Correspondent Howie Lim sits down with Gary Tan of Allspring Global Investments to discuss why US Treasury buybacks won't fix America's debt problem, why AI valuations hinge on bond yields rather than headlines, and why emerging markets (EM) are quietly attracting record inflows.
Highlights:
01:01 US Treasury buybacks - fix or bandage
02:06 Oil spikes - temporary bump or new normal
04:00 AI growth - reality check or loss of faith
07:14 Japan's rate surge - who's really in control
08:31 Record inflows - EM strength or quick profit
11:22 Energy and defense - a lasting investment theme
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Gary Tan, portfolio manager, Intrinsic Emerging Markets Equity team, Allspring Global Investments
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim &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.