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

Insightful discussions on the latest market events and the top 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.

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

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.

Advertisement