Geopolitical tensions in the Middle East, coupled with growing concerns that AI spending may have become too exuberant, have fuelled volatility in stock markets globally. On a positive note, the equity fundraising boom shows little sign of slowing, with Malaysia leading the way in South-east Asia.

In this episode of Market Focus Weekly, M&G Investments’ Vikas Pershad unpacks the market moves for the week – sharing where he sees the other AI opportunities in Asia, given volatility in the memory chip sector, why South-east Asia's IPO market is becoming increasingly attractive, and the "North Star" guiding his outlook for the India market.

Highlights:

02:02 Investing opportunities in Asia’s energy sector

05:03 What to watch for during earnings season

06:20 IPO boom in South-east Asia

08:04 Why the software sector is not ‘dead’

13:31 What is his ‘North star’ for the India market

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Hosted by: Claressa Monteiro (claremb@sph.com.sg)

Written by: Nicole Teo

With Vikas Pershad, portfolio manager for Asian Equities, M&G Investments

Edited by: Nicole Teo & Claressa Monteiro

Produced by: Nicole Teo & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look now

BT Market Focus

Chip stocks falling, oil rising and India's US$30 trillion opportunity: M&G's Vikas Pershad on where to look now