Escalating military tensions between the US and Iran have renewed concerns over energy prices, while volatility in AI-linked technology stocks, particularly in East Asia continues to rise. S&P Dow Jones follows MSCI in potentially downgrading the Indonesia market to ‘frontier’ status, while traders remain alert for Japan’s yen intervention.

In this episode of Market Focus Weekly, JP Morgan Asset Management’s Raisah Rasid unpacks the market moves for the week – revealing the direction of travel for oil prices, how the AI story is evolving, and why South Korea’s tech sell off is not an exit signal.

Highlights:

01:24 Oil unlikely to return to pre Iran war levels soon

04:33 AI story is not broken, but evolving

06:37 Reducing concentration risk in tech heavy markets

10:11 Active stock selection crucial in Indonesia market

13:35 Yen intervention provides short-term relief

---

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

---

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

Written by: Nicole Teo

With Raisah Rasid, global market strategist, JP Morgan Asset Management

Edited by: Nicole Teo & Claressa Monteiro

Produced by: Nicole Teo & Chai Pei Chieh

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

---

Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

Amazon: bt.sg/mfam

Apple Podcasts: bt.sg/mfap

Spotify: bt.sg/mfsp

YouTube Music: bt.sg/mfyt

Website: bt.sg/mktfocus

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.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Podcasts at: bt.sg/podcasts

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.

Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now

BT Market Focus

Oil, AI and a wobbly yen: JP Morgan's Raisah Rasid on what investors should consider now