Think AI is all hype? Wondering if the longest US government shutdown is more than just hot air? Howie Lim and Providend's Cheng Chye Hsern cut through the noise, revealing whether AI is a bubble or breakthrough, and dissecting local bank earnings.

Highlights:

01:00 US private sector data

04:52 US Supreme Court's tariff deliberations

07:54 AI investment boom: bubble or a breakthrough?

11:32 US-China trade truce brings stability

13:14 Singaporean banks' Q3 earnings

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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 Cheng Chye Hsern, head of investment, Providend

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

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

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Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

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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.

Market news for November 6, 2025: Asia shares rose; US economic data drew investors back into markets; gloomy outlook for the pound and oil rises.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.

Market news for November 5, 2025: Steep selloff in Asian markets; Tokyo and Seoul tumble; gold regains some ground and bitcoin returns to above $100,000.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.

Market news for November 4, 2025: Stocks in Asia dive; the dollar hits new high; German trade deficit with China record and gold fails to benefit from haven flows.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.

Market news for November 3, 2025: Asia stocks are up today on the back of the US-China trade truce; investments in AI surge; gold is back up past 4,000 and dollar up.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

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Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.

Now that the US and China have finally met, did their discussion garner any real results? What’s next for these two economic powerhouses and global markets? How has gold been faring this week or is there a new metal in town? And what do the mega cap earnings represent? Howie Lim speaks to Pete Tan from Phillip Securities for more insights.

Highlights:

01:00 US-China meeting and market reactions

02:39 Fed rate cut and economic outlook

06:34 Mega-cap earnings and AI buildout costs

09:51 Gold, copper, and market outlook

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

---

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

With Pete Tan, portfolio manager, Phillip Securities

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Howie Lim & 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.

Market news for October 30, 2025: Asian stocks saw mixed movements today. This came after US President Donald Trump announced an agreement with Chinese President Xi Jinping concerning rare earths and tariffs. Meanwhile, the yen depreciated as the Bank of Japan maintained its current interest rates.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

---

Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.

Market news for October 29, 2025: Asia stocks upbeat; investors anticipate Fed rate cut; the yen strengthens while oil prices fall on doubts about Western sanctions on Russia.

Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region.

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

Produced and edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: BT Podcasts, The Business Times, SPH Media

Produced with AI text-to-speech capabilities

---

Follow Market Focus Daily and rate us on:

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

Feedback to: btpodcasts@sph.com.sg

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.