China deflation problem

Why Japan’s rising yields matter

Rising AI LLM safety concerns

Who’s most vulnerable in an AI downturn?

China’s race to build chip supply chain

Sticky inflation and rising rates are pulling global markets in different directions. In this episode of Market Focus Weekly, Nicole Teo speaks with State Street Investment Management’s Ninghui Liu about how higher energy prices and the AI boom are keeping inflation stubborn in many economies — while China remains stuck in deflation.

He also unpacks the opportunities emerging from Japan’s rising bond yields, where higher funding costs could put the brakes on the AI boom, and what cheap, powerful Chinese open-source models mean for the global AI race.

Highlights:

03:26 China deflation problem

07:19 Why Japan’s rising yields matter

11:31 Rising AI large language model (LLM) safety concerns

12:54 Who’s most vulnerable in an AI downturn?

18:43 China’s race to build its own chip supply chain

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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: Nicole Teo (nicolet@sph.com.sg)

With Ninghui Liu, head of Investment Strategy and Research, APAC at State Street Investment Management

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

Sticky inflation and rising rates are pulling global markets in different directions. In this episode of Market Focus Weekly, Nicole Teo speaks with State Street Investment Management&rsquo;s Ninghui Liu about how higher energy prices and the AI boom are keeping inflation stubborn in many economies &mdash; while China remains stuck in deflation.
He also unpacks the opportunities emerging from Japan&rsquo;s rising bond yields, where higher funding costs could put the brakes on the AI boom, and what cheap, powerful Chinese open-source models mean for the global AI race.
Highlights:
03:26 China deflation problem
07:19 Why Japan&rsquo;s rising yields matter
11:31 Rising AI large language model (LLM) safety concerns
12:54 Who&rsquo;s most vulnerable in an AI downturn?
18:43 China&rsquo;s race to build its own chip supply chain
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Nicole Teo (nicolet@sph.com.sg)
With Ninghui Liu, head of Investment Strategy and Research, APAC at State Street Investment Management
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.