Join Michelle Martin as she explores the AI trade.
Hosted by Michelle Martin with Thomas Rupf, Co-Head Singapore & CIO Asia, VP Bank, the discussion covers DeepSeek’s AI breakthrough and its impact on Singapore-listed tech and semiconductor firms.
Should Singaporean investors increase exposure to Chinese tech, or does US regulation pose risks?
The conversation then shifts to Trump’s tariffs - how might they affect ASEAN banks, Singapore’s economy, and global trade?
Plus, a view on gold and industrial metals and China's stock market momentum.

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23:38

Money and Me: AI shockwave and SAAS & India’s Early Equity Moment
23:47