Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend, about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centres and infrastructure behind the AI boom. What risks should investors be watching?
They also examine why long-term bond yields are rising in the US and Singapore, what higher yields mean for bond investors.
Plus, with DBS, OCBC and UOB all reporting higher second-quarter profits, what do their latest results reveal - and after the strong run in Singapore bank shares, is there still value for investors?

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