After months of strong gains, the AI-led tech rally is starting to cool, with Broadcom’s sharp post-earnings selloff highlighting growing investor caution around the trade. Phan Vee Leung, CIO of Trackrecord Asia, explores what’s behind the latest pullback in AI-related stocks, the key macro risks ahead—including China’s retail sales data and the European Central Bank’s policy decision—and how investors might position for the days and weeks ahead, including why gold’s strength during the recent equity pullback could signal a move to new highs.

Produced/Presented: Ryan Huang

After months of strong gains, the AI-led tech rally is starting to cool, with Broadcom&rsquo;s sharp post-earnings selloff highlighting growing investor caution around the trade.&nbsp;Phan Vee Leung, CIO of Trackrecord Asia, explores what&rsquo;s behind the latest pullback in AI-related stocks, the key macro risks ahead&mdash;including China&rsquo;s retail sales data and the European Central Bank&rsquo;s policy decision&mdash;and how investors might position for the days and weeks ahead, including why gold&rsquo;s strength during the recent equity pullback could signal a move to new highs.
Produced/Presented: Ryan Huang

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Insightful discussions on the latest market events and the top companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Bigger Pic: Cooling the AI Fever - Broadcom’s Shock, Global Data Risks, and the Case for Gold

Just as global markets breached the historic 7,000 mark on a wave of ceasefire euphoria, the "geopolitical risk premium" has come roaring back. With Iran reversing its decision to reopen the Strait of Hormuz, the fragile optimism of the past week is facing a stark reality check. Vasu Menon, Managing Director of Investment Strategy at OCBC, examines this collision of record-high valuations and escalating energy threats. He dives into the latest earnings season takeaways to see if corporate margins can survive another oil shock, analyze the second-order effects of "sticky" inflation on central bank policy, and look ahead to a critical week of US retail sales data. Is the "soft landing" narrative still intact, or is the market's latest peak a house of cards?

Produced/Presented: Ryan Huang

Just as global markets breached the historic 7,000 mark on a wave of ceasefire euphoria, the "geopolitical risk premium" has come roaring back. With Iran reversing its decision to reopen the Strait of Hormuz, the fragile optimism of the past week is facing a stark reality check.&nbsp;Vasu Menon, Managing Director of Investment Strategy at OCBC, examines this collision of record-high valuations and escalating energy threats. He dives into the latest earnings season takeaways to see if corporate margins can survive another oil shock, analyze the second-order effects of "sticky" inflation on central bank policy, and look ahead to a critical week of US retail sales data. Is the "soft landing" narrative still intact, or is the market's latest peak a house of cards?
Produced/Presented: Ryan Huang

Bigger Pic: S&P 7,000 vs. The Hormuz U-Turn

Starting a fashion brand sounds glamorous, until you realise how much of it has nothing to do with design.

Join The Breakfast Show as they speak with Jing Chan, founder of Sensibilities, about the misconceptions people have about starting a fashion label, and the lessons she’s learned building a business in a high-cost, highly competitive market like Singapore.

Starting a fashion brand sounds glamorous, until you realise how much of it has nothing to do with design.
Join The Breakfast Show as they speak with Jing Chan, founder of Sensibilities, about the misconceptions people have about starting a fashion label, and the lessons she&rsquo;s learned building a business in a high-cost, highly competitive market like Singapore.

Mind Your Business: How Jing Chan built sensibilities as a young founder

PepsiCo has reported a strong start to 2026, beating expectations on revenue and earnings while maintaining its full-year guidance. Price cuts on key snack brands, stronger beverage trends, and a broader brand refresh helped improve volumes, especially in North America.

In this episode of Companies to Watch, Dan Koh and Ryan Huang break down PepsiCo’s latest earnings, the turnaround efforts shaping the business, and the risks still facing the company.

PepsiCo has reported a strong start to 2026, beating expectations on revenue and earnings while maintaining its full-year guidance. Price cuts on key snack brands, stronger beverage trends, and a broader brand refresh helped improve volumes, especially in North America.
In this episode of Companies to Watch, Dan Koh and Ryan Huang break down PepsiCo&rsquo;s latest earnings, the turnaround efforts shaping the business, and the risks still facing the company.

Bigger Pic: Cooling the AI Fever - Broadcom’s Shock, Global Data Risks, and the Case for Gold

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