From whiplash to record highs: how long can the peace rally last?
Global diplomacy flips Monday’s oil panic into a record-high rally. Can AI demand truly decouple from energy shocks? Why did China’s stocks ignore a huge GDP beat? Portfolio manager from PhillipCapital Pete Tan breaks down the war-diplomacy ease, the gold retreat, and which Singapore sectors still promise haven in a volatile market.
Highlights:
02:35 AI vs. geopolitical risk
04:34 Investor sentiment wobbly in China
07:34 If diplomacy fails: what oil price breaks the rally?
08:32 The fate of the dollar
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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 Pete Tan, portfolio manager, PhillipCapital
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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