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Business Times
2 days ago
- Business
- Business Times
Is US' reign overpriced or overhyped?
For over a decade, 'US exceptionalism', the idea that Wall Street will always outshine the rest, has been gospel for global investors. But with stretched valuations, rising global competition, and AI innovation no longer solely an American story, the crown is looking a little shaky. In this episode of Money Hacks, a podcast from The Business Times hosted by Howie Lim, Mahesh Sethuraman, CEO of Saxo Singapore, and Rahul Ghosh, portfolio specialist for global equity at T. Rowe Price, debate whether the US is still worth its premium. They explore what's behind the market's dominance, why it's being questioned, and where the smart money might go next. From China's undervalued giants to Europe's AI infrastructure leaders, Japan's robotics champions, and India's fast-growing economy, they outline why the next decade's winners may not all carry US tickers and why diversification is no longer just a textbook cliché. Why listen? Spot the cracks in America's market armour Learn why US exceptionalism isn't unshakeable, and what's changing the game. BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up Find the next global growth engines From AI to health tech, discover sectors and geographies with serious upside. Make diversification work harder Go beyond 'don't put all your eggs in one basket' with strategies for balancing US exposure against rising alternatives. Money Hacks is the flagship personal finance podcast from The Business Times, hosted by Howie Lim. Catch past episodes from AI investing to long-term portfolio strategy on Spotify, Apple Podcasts, or at . Feedback or ideas? Email btpodcasts@ . --- Written and hosted by: Howie Lim (howielim@ With Mahesh Sethuraman, CEO, Saxo Singapore and Rahul Ghosh, portfolio specialist for global equity, T. Rowe Price Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Correspondents: BT Market Focus at: BT Podcasts at: BT Branded Podcasts at:
Business Times
5 days ago
- Business
- Business Times
US tariffs test India, oil slips, Asia shows resilience
This week on Market Focus Weekly from The Business Times, host Emily Liu speaks with Christopher Forbes, head of Asia at CMC Invest, about the market stories that matter most. From new US tariffs on India with geopolitical undertones, to the fading appeal of oil and the resilience of select Asian markets, the conversation covers the signals investors should not ignore. Why did Washington target Indian exports with a 25 per cent tariff, and why is the real impact showing up in currency markets rather than equities? What is pushing oil to an eight-week low, and could it be evidence that the global energy transition is moving faster than expected? And with US growth still robust but interest rates on hold, where in Asia are investors finding the best returns? Forbes explains why Vietnam has emerged as an investment favourite, how Indonesia's commodities boom is unfolding, and what to watch in currency markets as the US dollar shows signs of weakness. Why listen? Understand trade tensions How tariffs are shaping currencies, commodities and capital flows. A NEWSLETTER FOR YOU Friday, 8.30 am Asean Business Business insights centering on South-east Asia's fast-growing economies. Sign Up Sign Up Track the energy transition Why oil's decline could signal structural change in global markets. Spot Asian standouts The reforms and growth stories that are attracting long-term capital. In brief, global politics, shifting energy markets and selective Asian opportunities define this week's market narrative. Market Focus Weekly is available on Spotify, Apple Podcasts or at . Feedback or ideas? Email btpodcasts@ . --- Written and hosted by: Emily Liu ( emilyliu@ ) With Christopher Forbes, head of Asia, CMC Invest Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: BT Correspondents: BT Podcasts: BT Branded Podcasts:
Business Times
04-08-2025
- Business
- Business Times
Broadening bullishness in Singapore
In the latest episode of Mark To Market, a podcast by The Business Times, senior correspondent Ben Paul takes a hard look at Singapore's multi-billion-dollar shot in the arm for its flagging equity market and whether it's finally moving the needle. The spark? The Monetary Authority of Singapore's (MAS) Equity Market Development Programme (EQDP), which placed S$1.1 billion with three heavyweight fund managers Avanda, Fullerton and JP Morgan. The goal: to inject fresh capital beyond the usual STI suspects and revive interest in small to mid-cap stocks. Paul walks us through why this could be more than just a flash in the pan. Analysts are already flagging potential 'EQDP beneficiaries' like Food Empire, iFast and Sheng Siong whose stocks are seeing renewed investor interest. But the bigger story is how this could shift the way companies engage with shareholders, especially as MAS is also ramping up its GEMS scheme and introducing recourse mechanisms for investors burned by market misconduct. Paul delves into the critics' take and shares his opinion on these latest developments. The episode also unpacks MAS' upcoming consultations on investor recourse, including legal support for shareholder lawsuits and whistleblower protections. Why listen? Because this isn't just another reform package A NEWSLETTER FOR YOU Friday, 8.30 am Asean Business Business insights centering on South-east Asia's fast-growing economies. Sign Up Sign Up MAS is putting real money behind market revitalisation and investors are paying attention. Because it's not just about liquidity, it's about accountability With more investor tools, underperformers can no longer hide behind excuses. Because the public market is getting a public reboot And Singapore Inc. needs to step up. Listen now to the full episode and stay ahead of market trends and corporate developments with Ben Paul. Mark To Market is a podcast of BT Correspondents. Look out for the next episode featuring wealth editor, Genevieve Cua. And if you have any thoughts or questions, feel free to reach out to us at btpodcasts@ . Written and hosted by: Ben Paul (benpaul@ Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: BT Podcasts: BT Market Focus: BT Branded Podcasts:
Business Times
03-08-2025
- Business
- Business Times
Invest smarter - core, satellites, and not your friend's cafe
Most of us know we're supposed to diversify. But beyond the basics, what does smart portfolio construction really look like especially when markets are swinging like a pendulum? Enter the 'core–satellite' strategy. It sounds like something only fund managers use. It is. However, it's also surprisingly useful for retail investors trying to balance stability with upside. In this episode of Money Hacks, a podcast from The Business Times hosted by Howie Lim, we unpack the logic behind this approach with Amanda Ong, CEO of Arta Finance Singapore, and Samuel Rhee, chairman and CIO of Endowus. The duo breaks down how retail investors can apply institutional thinking in a way that's simple, strategic and not boring. Because let's be honest, it's easy to get swept up in hype stocks or thematic trends. But without a solid core in your portfolio, you're not investing, you're just winging it. Why listen? Because your portfolio needs a centre of gravity BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up The 'core' is your globally diversified anchor. Built for the long term and built to last. Because thematic investing is fun, but not foolproof 'Satellites' let you express conviction in things like AI, crypto or sustainability without risking your son's university fund. Because retail investors often over-diversify or overlap Yes, two ETFs can hold the same five stocks. And yes, it matters. Because rebalancing is more than a buzzword Learn how often to do it, and how to avoid accidentally drifting into a risk zone you didn't sign up for. Because FOMO is not a strategy Good investing starts with your needs, not what your friends are doing. Money Hacks is the flagship personal finance podcast from The Business Times, hosted by Howie Lim. Catch past episodes including recent insights on how to teach your kids good money habits, data centres and gold on Spotify, Apple Podcasts or at . Have a burning question or an episode idea? Email the team at btpodcasts@ . --- Written and hosted by: Howie Lim (howielim@ With Amanda Ong, CEO, Arta Finance Singapore and Samuel Rhee, co-founder, chairman and chief investment officer of Endowus Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Correspondents: BT Market Focus at: BT Podcasts at: BT Branded Podcasts at:
Business Times
01-08-2025
- Business
- Business Times
US tariffs, Fed signals, and why Asian markets are staying cool
In this week's Market Focus Weekly from The Business Times, host Emily Lu sits down with Cedric Ho, portfolio manager at MAD Partnership, to unpack why Asian markets are keeping their cool despite a storm of headlines. First up: tariffs. US President Donald Trump's latest round targets everyone from Brazil to Canada, but the real sting is landing on American corporations. With companies like Nike and GM swallowing the costs, Asian exporters may escape the worst of it. Then there's the US Fed. Jerome Powell is holding the line on interest rates, and Ho explains why. Inflation's still sticky, and political pressure is mounting but Mr Powell isn't blinking. The result? A rebound in the US dollar and a ripple effect across Asian currencies. And while Thailand's brief border flare-up with Cambodia rattled markets early on, Thai equities have bounced back. As Ho puts it, markets fear uncertainty more than they fear conflict. Why listen? Because Trump's tariffs are back but this time, markets saw them coming BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up So who really gets hit? Because the Fed isn't pivoting anytime soon Sticky inflation means rate cuts are on ice. Because Big Tech's doubling down on AI It's not hype. It's a trillion-dollar investment strategy. Because even conflict has a market rhythm After the panic comes the rebound. Market Focus Weekly is a podcast of The Business Times. Listen at , on Spotify or Apple Podcasts. Got feedback? Email us at btpodcasts@ . --- Written and hosted by: Emily Liu ( emilyliu@ ) With Cedric Ho, portfolio manager, MAD Partnership Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: Amazon: Apple Podcasts: Spotify: YouTube Music: Website: Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: BT Correspondents: BT Podcasts: BT Branded Podcasts:
