Volatility in AI-linked technology stocks, globally and across Asia, continues to rise. Indonesia faces uncertainty over a possible MSCI downgrade, and traders remain on high alert for Japan’s yen intervention.

In this episode of Market Focus Weekly, Standard Chartered Bank’s Yap Fook Hien unpacks the market moves for the week – revealing their bullish views for South Korean and Japanese equities, why strong earnings continue to buoy risks of an AI bubble, and why oil and gold prices still have further upside.

Highlights:

01:10 Valuations for Korean stocks still ‘low’

03:21 Yen intervention risks

10:05 Why AI is not in a bubble

14:52 Gold remains an important diversifier

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

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Yap Fook Hien, senior investment strategist, Standard Chartered Bank

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

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

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Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading

BT Market Focus

Chips, yen wobbles and a gold bull call: where Standard Chartered sees Asia markets heading