Investors are becoming less willing to overlook soaring AI spending by Big Tech, even as companies continue to post strong revenue growth - this is evident from the performance of the Nasdaq recently. Kingsley Jones, Chief Investment Officer at Jevons Global, share his perspectives on this and more.

Image Credit: Shutterstock

Investors are becoming less willing to overlook soaring AI spending by Big Tech, even as companies continue to post strong revenue growth - this is evident from the performance of the Nasdaq recently. Kingsley Jones, Chief Investment Officer at Jevons Global, share his perspectives on this and more. Image Credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Markets Reassess the AI Boom

China's economy is losing momentum, central banks are weighing their next moves, and geopolitical tensions continue to reshape energy markets. Laurent Lequeu, Independent Market Analyst & Writer at the Macro Butler newsletter joins us to unpack the forces driving the global economy and what investors should watch next.

Image Credit: Shutterstock 

China's economy is losing momentum, central banks are weighing their next moves, and geopolitical tensions continue to reshape energy markets. Laurent Lequeu, Independent Market Analyst &amp; Writer at the Macro Butler newsletter joins us to unpack the forces driving the global economy and what investors should watch next. Image Credit: Shutterstock

Reading Global Market Signals

The Malaysian tech sector has been riding the global AI wave, with its fortunes closely tied to demand for AI-related products. But the big question is: can this strong spending on AI continue, and will our local tech players keep reaping the rewards? To get some insights, we speak with Lee Meng Horng, Senior Equity Analyst at RHB Investment Bank.

The Malaysian tech sector has been riding the global AI wave, with its fortunes closely tied to demand for AI-related products. But the big question is: can this strong spending on AI continue, and will our local tech players keep reaping the rewards? To get some insights, we speak with Lee Meng Horng, Senior Equity Analyst at RHB Investment Bank.

Malaysia's Tech Sector: Still Room to Run?

US GDP and core PCE data landed this week, and markets clawed back ground after the post-FOMC selloff, though sentiment in semiconductor and AI stocks remains fragile. The conversation unpacks what the data says about US inflation and growth, where the Fed goes from here, and why Singapore's Straits Times Index keeps hitting record highs.

Image Credit: Shutterstock

US GDP and core PCE data landed this week, and markets clawed back ground after the post-FOMC selloff, though sentiment in semiconductor and AI stocks remains fragile. The conversation unpacks what the data says about US inflation and growth, where the Fed goes from here, and why Singapore's Straits Times Index keeps hitting record highs. Image Credit: Shutterstock

Markets Reassess the AI Boom

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