In this last US Markets Wrap of the first half of 2023, Katie Stockton, Founder & Managing Partner of Fairlead Strategies explores whether now is the time to take an offensive stance in the tech sector and beyond.

She also analyzes Micron's unexpected stock decline despite positive earnings, the susceptibility of the energy sector to oil price fluctuations, the significance of China's role in the second-half, and the market's response to Federal Reserve Chair Jerome Powell's statements.

Presented by Sean Cheong / Produced by Yeo Kai Ting (ykaiting@sph.com.sg)

This podcast is edited by Anthea Ng (nganthea@sph.com.sg)