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BT Market Focus

The Business Times
Gold
Japan
China
Singapore
Donald Trump
Federal Reserve
US Federal Reserve
NVIDIA
United States
US Dollar
Asian Markets
India
Oil Prices
Iran
Indonesia
Bitcoin
Bank Of Japan
South Korea
Artificial Intelligence
Tariffs

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.

PublishesDailyEpisodes698Founded4 years ago
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Latest Episodes

Market news for April 23, 2026: Asia’s rally collapsed as Gulf shipping woes spiked oil prices, fuelling inflation fears and driving safe-haven flow into the dollar, while gold fell.

Synopsis: Market Focus Daily is a closing bell roundup by The Bus... more

Market news for April 20, 2026: Strait of Hormuz closure pushed crude past $95, but Asia's stock markets shrugged off risk to near record highs; BI to keep rate unchanged and gold falls.

Synopsis: Market Focus Daily is a closing bell roundup by The... more

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Global diplomacy flips Monday's oil panic into a record-high rally. Can AI demand truly decouple from energy shocks? Why did China's stocks ignore a huge GDP beat? Portfolio manager from PhillipCapital Pete Tan breaks down the war-diplomacy ease, the... more

YouTube

Market news for April 16, 2026: Asian equities soared to fresh highs on easing Iran war diplomacy, despite a gold selloff. TSMC's profit surge and China's strong GDP beat expectations, while oil was steady and the dollar dipped on Fed easing hopes.

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Recent Guests

Ritesh Ganeriwal
Head of Investment Advisory
Syfe
Episode: Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning
Hugh Chung
Chief Investment Officer at Endowus
Endowus
Episode: Tech jitters, Fed splits, Dollar gains: nerves rise
Gary Tan
Portfolio manager for the Intrinsic Emerging Markets Equity Team at Allspring Global Investments
Allspring Global Investments
Episode: Wall Street sinks, Singapore soars: meme gold and AI aftershocks
Raisah Rasid
Global Market Strategist at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Gold’s plunge, a new Fed chair and Asia in flux
Herald van der Linde
Head of Asia Equity Strategy at HSBC
HSBC
Episode: Asia’s stocks jump early, and investors are asking if it will last
Vikas Pershad
Portfolio Manager of APAC Equities
M&G Investments
Episode: Silver surges, the won sinks and markets recalculate
Charu Chanana
Chief Investment Strategist at Saxo Bank
Saxo Bank
Episode: The Fed, the Yen and Singapore’s Surprise Tech Star
Dina Ting
Head of Global Index Portfolio Management
Franklin Templeton
Episode: Why markets reversed overnight and what investors should watch next
Cheng Chye Hsern
Head of Investment at Provident
Provident
Episode: Markets rise through shutdown fog but will it last?

Host

Howie Lim
Host of Market Focus Weekly; provides market commentary and interviews.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Quarter-end gloom: Mispriced assets, gold's stumble and Asia's energy reckoning
Q: Let's talk about the ongoing Middle East conflict, which asset class do you think, beyond crude oil, is actually now most mispriced?
Beyond oil, currencies, particularly the US dollar, and fixed income are mispriced as risk premia shift; but regionally, Asia's energy importers face sharper adjustments while some sectors like utilities and staples show resilience. The mispricing is broad, across multiple asset classes and geographies, not just a single one.
Tech jitters, Fed splits, Dollar gains: nerves rise
Q: Is this dollar's recent strength a temporary corrective move, or is dollar debasement here to stay?
Dollar strength appears stable in the near future, but there are concerns about long-term debasement as the dollar remains crucial across various asset classes.
Tech jitters, Fed splits, Dollar gains: nerves rise
Q: Given the unexpectedly strong January jobs report, how has the market's expectation for the Fed's terminal rate shifted?
The expectation hasn't changed much; the market still anticipates about two rate cuts by the end of the year, despite strong performance indicators from the January jobs report.
Japan’s election, Greenland's takeover and Asia’s market resilience
Q: With the interest rates environment going lower, how will this impact the performance of Singapore banks this year?
Despite lower interest rates, banks may perform better because they can still maintain lending spreads and increase loan volume, driving profitability.
Japan’s election, Greenland's takeover and Asia’s market resilience
Q: What are the implications for Singaporean investors dealing with Japanese bonds?
Investors need to consider the depreciation of the yen and the forex exchange impact when investing in Japanese bonds, as it affects net returns.

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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?

Market-focused daily and weekly market briefings center on the moves in equities, currencies, and commodities driven by macro events, technology stock volatility, AI narratives, and regional dynamics in Asia. Episodes frequently feature expert traders, portfolio managers, and market strategists dissecting reactions to AI developments, US tariffs, central bank signals, and geopolitical tensions, with a notable emphasis on how Nvidia, AI-related earnings, and regional policy shifts influence sentiment and asset prices. A standout angle across recent episodes is the interplay between high-conviction tech stories and broader macro factors, including currency moves, gold, oil, and policy outlooks, making it a pragmatic resource for finance profe... more

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Which podcasts are similar to BT Market Focus?

These podcasts share a similar audience with BT Market Focus:

1. BT Correspondents
2. BT Money Hacks
3. Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek
4. Exchanges
5. Motley Fool Money

How many episodes of BT Market Focus are there?

BT Market Focus launched 4 years ago and published 698 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. Ritesh Ganeriwal
2. Hugh Chung
3. Gary Tan
4. Raisah Rasid
5. Herald van der Linde
6. Vikas Pershad
7. Charu Chanana
8. Dina Ting

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