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  • S2E601: Apple bites back - Cupertino unseats Nvidia as Asia rallies on AI relief
    2026/11/02

    Market news for November 2nd 2026: Asian markets rebounded as investors anticipated Apple’s earnings to ease growing AI cash burn anxieties. Meanwhile, oil prices declined amid ongoing Middle East diplomatic talks. Apple officially surpassed Nvidia to become the world’s most valuable listed company, offsetting regional unease.

    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

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    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.

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    3 分
  • S2E343: Vietnam faces Nov 29 US trade deadline; Asia factory growth slows
    2026/11/02

    Headline news for November 2, 2026: Businesses are divided over possible US tariffs on Vietnam ahead of a November 29 trade-probe deadline. Japan and South Korea report slower factory growth, Asian shares slip, and in Singapore, more than 112,000 people dropped private health insurance riders.

    Synopsis: A round up of global headlines to start your day by The Business Times.

    Written by: Claressa Monteiro (claremb@sph.com.sg)

    Produced and edited by: Claressa Monteiro or Nicole Teo

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

    Produced with AI text-to-speech capabilities

    ---

    Follow Lens On Daily and rate us on:

    Channel: bt.sg/btlenson

    Amazon: bt.sg/lensam

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    Spotify: bt.sg/lenssp

    YouTube Music: bt.sg/lensyt

    Website: bt.sg/lenson

    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 Mark To Market at: bt.sg/btmark2mkt

    WealthBT at: bt.sg/btpropertybt

    PropertyBT at: bt.sg/btmktfocus

    BT Money Hacks at: bt.sg/btmoneyhacks

    BT Market Focus at: bt.sg/btmktfocus

    BT Podcasts at: bt.sg/podcasts

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

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    5 分
  • S1E65: AI spending, oil and rate hikes: What is really steering markets
    2026/10/30

    Alphabet gets punished for spending on AI. Microsoft gets applause for the exact same thing. Meanwhile, oil's flirting with $115 and central banks are pretending they're not cornered. Correspondent Howie Lim speaks to Paul Chew from Phillips Securities Research to dissect the $400 billion AI reality check, the memory chip cash war, and why one obscure indicator could steer your portfolio through next week's chaos. Maybe the confusion can be profitable!

    Highlights:

    00:46 $400 billion AI reality check

    02:56 Memory chips vs. shareholder yield

    05:05 The rate decision nobody wants to make

    08:58 Asian whipsaw

    10:22 The one indicator steering next week's chaos

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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 Paul Chew, head of research, Phillip Securities Research

    Edited by: Howie Lim & Claressa Monteiro

    Produced by: Howie Lim & Rachna Raghu

    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 Branded Podcasts at: bt.sg/brpod

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

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    12 分
  • S2E342: Singapore names haze panel; Indonesia names 20 suspects and Israel’s final vote
    2026/10/30

    Headline news for October 30, 2026: Singapore appoints a seven-member panel, including FTI Consulting and WongPartnership, to examine firms linked to Indonesia’s haze fires, as Indonesian police name 20 suspect companies. Also: Israel’s final election results, China’s party congress date, Malaysia’s budget vote and a Binance-led crypto drop.

    Synopsis: A round up of global headlines to start your day by The Business Times.

    Written by: Claressa Monteiro (claremb@sph.com.sg)

    Produced and edited by: Claressa Monteiro or Nicole Teo

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

    Produced with AI text-to-speech capabilities

    ---

    Follow Lens On Daily and rate us on:

    Channel: bt.sg/btlenson

    Amazon: bt.sg/lensam

    Apple Podcasts: bt.sg/lensap

    Spotify: bt.sg/lenssp

    YouTube Music: bt.sg/lensyt

    Website: bt.sg/lenson

    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 Mark To Market at: bt.sg/btmark2mkt

    WealthBT at: bt.sg/btpropertybt

    PropertyBT at: bt.sg/btmktfocus

    BT Money Hacks at: bt.sg/btmoneyhacks

    BT Market Focus at: bt.sg/btmktfocus

    BT Podcasts at: bt.sg/podcasts

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

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    4 分
  • S2E341: Singapore to Amend Haze Law, Spain Train Crash Kills at Least 68 and Samsung Confirms Record Profit
    2026/10/30

    Headline news for October 29, 2026: Singapore will table amendments to its haze law when Parliament sits on November third, after ministers met ten firms served notices over the fires. A high-speed train collision in Spain kills at least sixty-eight, and the toll may rise. Samsung confirms record profit on AI chips.

    Synopsis: A round up of global headlines to start your day by The Business Times.

    Written by: Claressa Monteiro (claremb@sph.com.sg)

    Produced and edited by: Claressa Monteiro or Nicole Teo

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

    Produced with AI text-to-speech capabilities

    ---

    Follow Lens On Daily and rate us on:

    Channel: bt.sg/btlenson

    Amazon: bt.sg/lensam

    Apple Podcasts: bt.sg/lensap

    Spotify: bt.sg/lenssp

    YouTube Music: bt.sg/lensyt

    Website: bt.sg/lenson

    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 Mark To Market at: bt.sg/btmark2mkt

    WealthBT at: bt.sg/btpropertybt

    PropertyBT at: bt.sg/btmktfocus

    BT Money Hacks at: bt.sg/btmoneyhacks

    BT Market Focus at: bt.sg/btmktfocus

    BT Podcasts at: bt.sg/podcasts

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

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    5 分
  • S2E600: AI split - big tech's bumper cash vs. heavy burn
    2026/10/29

    Market news for October 29 2026: Alphabet's shares tumbled 10% on heavy AI cash burn, erasing nearly $400 billion in market value, while Microsoft beat forecasts with robust cash flows to lift its shares, highlighting a stark Big Tech divergence ahead of key earnings.

    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.

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    3 分
  • S2E599: Asian shares rally on SK Hynix’s profit surge and Anthropic’s $63B funding deal
    2026/10/28

    Market news for October 27 2026: Asian stocks rallied, buoyed by renewed enthusiasm for artificial intelligence, following a fresh wave of AI-related funding announcements and SK Hynix's profit surge, and US$75B shareholder return plan. Investors now await key US tech earnings, and the upcoming Federal Reserve's decision.

    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: Nicole Teo (nicolet@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.

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    3 分
  • S2E340: Israel Election Looks Deadlocked, Muse Launches in Singapore and ASEAN Envoy Visits Myanmar
    2026/10/28

    Headline news for October 28, 2026: Israel’s election appears to have ended in deadlock, exit polls show, with no final result yet. Meta launches its Muse AI agent in Singapore from today. ASEAN’s Myanmar envoy begins a two-day humanitarian mission, and the Fed decision is due early tomorrow Singapore time.

    Synopsis: A round up of global headlines to start your day by The Business Times.

    Written by: Claressa Monteiro (claremb@sph.com.sg)

    Produced and edited by: Claressa Monteiro or Nicole Teo

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

    Produced with AI text-to-speech capabilities

    ---

    Follow Lens On Daily and rate us on:

    Channel: bt.sg/btlenson

    Amazon: bt.sg/lensam

    Apple Podcasts: bt.sg/lensap

    Spotify: bt.sg/lenssp

    YouTube Music: bt.sg/lensyt

    Website: bt.sg/lenson

    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 Mark To Market at: bt.sg/btmark2mkt

    WealthBT at: bt.sg/btpropertybt

    PropertyBT at: bt.sg/btmktfocus

    BT Money Hacks at: bt.sg/btmoneyhacks

    BT Market Focus at: bt.sg/btmktfocus

    BT Podcasts at: bt.sg/podcasts

    BT Lens On: bt.sg/btlenson

    See omnystudio.com/listener for privacy information.

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    5 分