The “Sell America” narrative has resurfaced amid rising geopolitical tensions and a more assertive US policy stance, but markets suggest a more nuanced reality.
US equities remain supported, Treasuries continue to attract demand, and foreign investors are still allocating into US assets.
Instead, the adjustment appears to be happening through the US dollar, while gold is gaining prominence as a key hedge against policy uncertainty and shifting global dynamics.
On The Wealth Tracker, Hongbin Jeong speaks to Arun Sai, Senior Multi-Asset Strategist at Pictet Asset Management, on why this may be less about exiting US markets and more about reducing USD exposure and building gold as a structural hedge.

The Big Story: Why Indonesia’s record low Rupiah is triggering panic and memes
12:35

The Agenda: Is it enough to retire comfortably with just CPF savings?
14:21

What's Trending: Who should really be doing more housework at home?
17:35