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

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Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.