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

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

The Fed, The AI Wobble, And Where Asia Goes Next

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?

Artificial intelligence continues to dominate investor attention especially in Asia. Given the recent volatility in North Asian tech hardware and with China's AI ambitions, where should investors allocate capital next? Will China and Singapore markets continue to outperform?



Click here to find out more about CIMB Chief Investment Office.

Artificial intelligence continues to dominate investor attention especially in Asia. Given the recent volatility in North Asian tech hardware and with China's AI ambitions, where should investors allocate capital next? Will China and Singapore markets continue to outperform?Click <a target="_blank" rel="noopener noreferrer nofollow" href=" https://cio.cimb.com/?u=MTA1MTkzOjEwMA==">here</a> to find out more about CIMB Chief Investment Office.

The Fed, The AI Wobble, And Where Asia Goes Next

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