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.

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Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX
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Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike
14:55