AI valuation fears

Overconcentration in AI and the US

Is a market correction brewing?

Japan’s new big budget plan

Bank of Japan’s next move

Is crypto crashing out?

Markets woke up on the wrong side of the bed this week, with the S&P 500 staging its sharpest intraday reversal since April and Asia promptly following suit. What’s driving the unease — overheated AI valuations, Nvidia’s much-watched outlook, or deeper worries of a looming correction? 

Franklin Templeton’s Dina Ting joins Emily Liu to break down the confusion in US markets, Japan’s massive and controversial new spending plan, and the sudden crypto slide making headlines as the “Great Crypto Crash of 2025.”

Highlights:

01:30 AI valuation fears

04:26 Overconcentration in AI and the US

08:11 Is a market correction brewing?

11:47 Japan’s new big budget plan

13:21 Bank of Japan’s next move

15:32 Is crypto crashing out?

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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: Emily Liu (emilyliu@sph.com.sg)

With Dina Ting, head of Global Index Portfolio Management, Franklin Templeton

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily Liu & 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

Markets woke up on the wrong side of the bed this week, with the S&amp;P 500 staging its sharpest intraday reversal since April and Asia promptly following suit. What&rsquo;s driving the unease &mdash; overheated AI valuations, Nvidia&rsquo;s much-watched outlook, or deeper worries of a looming correction?&nbsp;
Franklin Templeton&rsquo;s Dina Ting joins Emily Liu to break down the confusion in US markets, Japan&rsquo;s massive and controversial new spending plan, and the sudden crypto slide making headlines as the &ldquo;Great Crypto Crash of 2025.&rdquo;
Highlights:
01:30 AI valuation fears
04:26 Overconcentration in AI and the US
08:11 Is a market correction brewing?
11:47 Japan&rsquo;s new big budget plan
13:21 Bank of Japan&rsquo;s next move
15:32 Is crypto crashing out?
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Emily Liu (emilyliu@sph.com.sg)
With Dina Ting, head of Global Index Portfolio Management, Franklin Templeton
Edited by: Chai Pei Chieh &amp; Claressa Monteiro
Produced by: Emily Liu &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.

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