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BT Market Focus

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

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.

PublishesDailyEpisodes783Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for BT Market Focus

Latest Episodes

Market news for August 26, 2026: Asian stocks surged as crude’s retreat dampened bond yields, stoking optimism that the Strait of Hormuz might soon reopen. Markets now hold their collective breath, pinning high-stakes expectations on Nvidia’s looming... more

Market news for August 25, 2026: Asian markets remained rangebound as oil prices dipped, ignoring Iran sanction threats. Bitcoin crossed $80,000 for the first time since May. Investors now pivot to Nvidia’s highly anticipated earnings and Shein’s $1.... more

Market news for August 24, 2026: Asian markets fell in the red today amid rising global bond yields, and investor caution ahead of Nvidia’s earnings. US Treasury Secretary Scott Bessent to hold a ​press conference tonight. Singapore’s core inflation ... more

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Bond markets are cracking, oil is spiking, and Japan's rates are hitting decade highs — so where should investors actually put their money? Correspondent Howie Lim sits down with Gary Tan of Allspring Global Investments to discuss why US Treasury buy... more

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Recent Guests

Arun Sai
Senior Multi-Asset Strategist
Pictet Asset Management
Episode: Records, rate cuts and the yen’s reckoning
Walter de Oude
Founder of Chocolate Finance
Chocolate Finance
Episode: Greed is bad, patience is good: Walter de Oude's case for tuning out the noise
Martin Hennecke
Head of Asia and Middle East Investment Advisory
St. James's Place
Episode: Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction
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
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
Thomas Rupf
Co-Head, Singapore and Chief Investment Officer, Asia
VP Bank (as cited in the episode)
Episode: Higher for longer: what a stalled peace deal means for Asian investors

Host

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

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#102
Singapore/Business/Investing
Apple Podcasts
#173
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Greed is bad, patience is good: Walter de Oude's case for tuning out the noise
Q: I want to start with the Hormuz situation—how should investors recalibrate the long-term geopolitical risk premium baked into Brent?
Walter argues for a long-term, fundamentals-first approach: geopolitical events are part of a normal cycle, but in the very long run markets tend to be driven by productivity, policy, and growth rather than any single flashpoint; thus, investors should avoid overreacting to diplomatic headlines and instead focus on how inflation and monetary policy interact with growth prospects.
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.

Audience Metrics

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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. The Straits Times Podcasts
3. UBS On-Air: Market Moves
4. Thoughts on the Market
5. FT News Briefing

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BT Market Focus launched 4 years ago and published 783 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. Arun Sai
2. Walter de Oude
3. Martin Hennecke
4. Mitul Kotecha
5. Yap Fook Hien
6. Yun Liu
7. Oriano Lizza
8. José Torres

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