From Singapore’s AI ambitions to China’s EV and bubble tea giants - where is the smartest risk-reward right now?

Singapore’s Budget 2026 signals an accelerated AI roadmap just as Chinese growth names like BYD, XPeng, Pop Mart and Guming Holdings capture investor attention, hosted by Michelle Martin.

We unpack Prime Minister Lawrence Wong’s innovation-led strategy and what it could mean for Singapore equities and AI infrastructure plays.

Then we pivot to China’s EV landscape as global registrations soften and policy shifts test demand resilience.

BYD’s battery leadership and export muscle face off against XPeng’s tech-driven autonomy ambitions.
Pop Mart’s IP-powered collectibles and Guming’s beverage expansion highlight the power - and risk - of consumer identity investing.

Are these companies building durable global franchises, or riding policy tailwinds and cyclical momentum?