Geopolitics, Big Tech, and fragile ceasefires: The bulls took a breather this week. Oil prices jump as Middle East tensions flare, but how much risk premium is actually priced in? As the US Fed holds firm, we delve into what "higher for longer" means for Asia's asset allocation. Plus, the AI race heats up between Apple and Google, and is gold still the ultimate safe haven? Howie Lim speaks to Thomas Rupf for the volatility-injected analysis.

Highlights:

01:23 How much risk premium is priced in oil

03:43 Fed on hold: What it means for Asia asset allocation

07:03 Apple, Google & the AI infrastructure race

10:16 Gold’s stumble

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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 Thomas Rupf, co-head Singapore and chief investment officer Asia, VP 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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Higher for longer: what a stalled peace deal means for Asian investors

BT Market Focus

Higher for longer: what a stalled peace deal means for Asian investors