This week on Market Focus Weekly, Vikas Pershad from M&G Investments joins host Emily Liu to unpack the Fed’s latest “hawkish cut” and what a higher neutral rate means for Asia in 2026.

Plus, silver’s stunning surge, Korea’s soaring equities despite a shaky won, and why Nvidia’s new China-approved chips matter for the AI race.

And, China’s deepening property challenges and whether the country’s tech boom can offset structural weakness.

Highlights:

01:17 The Fed’s “hawkish” cut

02:28 A new neutral rate?

04:34 Silver’s makeover

06:13 Korea’s currency weakness

09:20 Nvidia’s chip deal with China

12:03 A turnaround for Chinese property?

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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: Emily Liu (emilyliu@sph.com.sg)

With Vikas Pershad, portfolio manager, APAC Equities, M&G Investments

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily Liu & Chai Pei Chieh

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

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Silver surges, the won sinks and markets recalculate

BT Market Focus

Silver surges, the won sinks and markets recalculate