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BT Market Focus

The Business Times
Gold
Japan
Oil Prices
Artificial Intelligence
Oil
China
Singapore
United States
Nvidia
US Dollar
Federal Reserve
Brent Crude
US Federal Reserve
Iran
Bitcoin
Donald Trump
Bank Of Japan
Asian Markets
Silver
South Korea

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.

Produced by BT Podcasts, The Business Times, SPH Media.

PublishesDailyEpisodes766Founded4 years ago
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BusinessInvesting

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Artwork for BT Market Focus

Latest Episodes

In this episode of Market Focus Weekly, St. James’s Place Martin Hennecke joins us to unpack the week of corporate earnings and market movements. We examine the impact of the conflicting outlooks for AI-related capital expenditure means for investors... more

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Market news for July 30, 2026: Asian markets traded mixed today, with the South Korean Kospi falling again despite record profits from chipmaking giant Samsung Electronics. The US Federal Reserve left interest rates unchanged, while sending mixed sig... more

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Market news for July 29, 2026: Asian technology shares extended their sell-off today, taking its cue from another steep decline in US chip stocks overnight. South Korea’s Kospi led declines, triggering a trading halt for the second straight session.... more

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Market news for July 28, 2026: Asian chip stocks tumbled today, led by a 10.84 per cent drop in South Korea's Kospi, which triggered a circuit breaker. The sell-off reflected growing concerns over elevated AI valuations and rising competition from Ch... more

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Recent Guests

Mitul Kotecha
Head of FX and EM Macro Strategy, Asia at Barclays
Barclays
Episode: Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next
Yap Fook Hien
Senior Investment Strategist at Standard Chartered Bank
Standard Chartered Bank
Episode: Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading
Yun Liu
Senior ASEAN Economist
HSBC
Episode: Hawkish Fed, hot inflation, fragile currencies: ASEAN's delicate balancing act explained
Thomas Rupf
Co-Head and Chief Investment Officer Asia at VP Bank
VP Bank
Episode: Peace hopes, profit-taking and a Bitcoin plunge: making sense of a rollercoaster week
Oriano Lizza
Sales Trader at CMC Markets
CMC Markets
Episode: AI-fueled stock surge meets oil’s 10% drop: Is the energy crisis over?
José Torres
Senior Economist at Interactive Brokers
Interactive Brokers
Episode: The war is three months old, stocks are at record highs and the Fed is talking hikes
Pete Tan
Portfolio Manager at Phillip Capital
PhillipCapital
Episode: From whiplash to record highs: how long can the peace rally last?
Ritesh Ganeriwal
Head of Investment Advisory
Syfe
Episode: Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning
Ray Heung
Senior Investment Strategist
Standard Chartered Bank
Episode: Oil shock's rate repricing: G4 holds, gold bullish, dollar firms

Host

Howie Lim
Host of Market Focus Weekly; affiliated with The Business Times / BT Podcasts; regularly fronts daily market briefings.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look now
Q: What are the key indicators you're watching as earnings season progresses in a high-energy shock environment?
Pay close attention to gross margins and operating margins as a proxy for pricing power, as well as guidance relative to expectations; margins can reveal who actually has pricing power in energy-intensive sectors.
Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading
Q: What is the sentiment on AI-driven bubble concerns and how should investors position?
The guest argues there isn't a true bubble given earnings backing and a visible AI adoption path across industries; however, volatility remains as markets reassess data center build-out and power infrastructure, suggesting a balanced exposure to AI names and related sectors.
Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading
Q: What is the likely path for US rates and how does that affect yen dynamics and Japanese equities?
US rates are expected to stay flat with possible cuts next year, which could weaken the yen versus the dollar and benefit exporters in Japan, supporting a constructive view on Japanese equities.
Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading
Q: Has the wave of large-scale debt financing by mega-cap tech companies changed the views on US stocks?
No, the guest says it hasn't materially altered the constructive outlook, though it introduces near-term hiccups as AI CapEx accelerates and balance sheets remain solid enough to support future earnings growth.
Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now
Q: What are the implications for Singapore's equity market reforms?
Reforms are a step in the right direction to attract growth-oriented companies and liquidity, but true market revitalization will require a broader ecosystem of attractive listings, robust research, and ongoing policy support.

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Frequently Asked Questions About BT Market Focus

What is BT Market Focus about and what kind of topics does it cover?

Daily market wrap-style episodes cover breadth of regional and global markets, with a focus on how geopolitical events, central bank signals, and commodity moves drive risk sentiment and asset correlations. Topics frequently include AI-driven themes in tech and equities, notable IPOs or corporate headlines, oil and currency dynamics, and the impact of Middle East tensions on risk appetite. The format tends to pair rapid price action with macro context and practical takeaways for traders and investment professionals, sometimes supplemented by guest expert perspectives. A standout aspect is the ongoing emphasis on AI narratives (and related IPO chatter) as a thematic driver alongside traditional macro drivers, making the show a useful quick-r... more

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These podcasts share a similar audience with BT Market Focus:

1. BT Money Hacks
2. Reset with Lynlee
3. Money Talks
4. The Straits Times Podcasts
5. Thoughts on the Market

How many episodes of BT Market Focus are there?

BT Market Focus launched 4 years ago and published 766 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on BT Market Focus?

Recent guests on BT Market Focus include:

1. Mitul Kotecha
2. Yap Fook Hien
3. Yun Liu
4. Thomas Rupf
5. Oriano Lizza
6. José Torres
7. Pete Tan
8. Ritesh Ganeriwal

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