ASEAN Speaks

This week, our Host, Seng Yeow opens to a bruising week for tech, with the Nasdaq down 4.5% and the Philadelphia Semiconductor Index losing more than 11% as investors question the returns on AI infrastructure spending, while CoreWeave’s 2032 bonds trading near 82 cents on the dollar flagged stress in credit markets. Against this backdrop, the team asks whether Singapore banks...

This week, our Host, Seng Yeow opens to a sharp reminder of how sensitive the AI trade has become, with OpenAI disclosing September annualised revenue approaching US$50bn rather than the US$70bn previously indicated, sending Nvidia, Oracle and major semiconductor names down 3-5% intraday. Against this backdrop, the team asks what it means for Singapore and the wider AI value ...

This week, our Host, Thilan Wickramasinghe opens to renewed bond weakness and rising oil, with President Trump rejecting Iran's Straits of Hormuz offer and higher energy costs feeding through to Singapore's inflation prints. Against this backdrop, the team hunts for winners from the higher-rate environment across the region.

The show leads with Singapore macro, where Au...