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.