Dan Koh is joined by Cheng Chye Hsern, Head of Investment, Providend to discuss why investors aren't satisfied with their recent quarterly earnings results, if the market rally is broadening beyond tech, and what investors need to do to reposition their portfolio ahead of a potential rate cut this September and beyond.

Market View: Asia Tech’s Next Act - Monetising Culture, Not Code
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Money and Me: Finding the Winners That Matter in 2026
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Market View: Is the AI trade back on?
21:49