It’s been another eventful month for markets - rom renewed U.S.–China trade tensions rattling commodities to growing warnings of a bubble in AI stocks. The IMF has also flagged new risks to global growth even as labor markets remain resilient. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank breaks down what all this means for investors. We discuss the ripple effects of geopolitics on commodities and inflation, as well a whether the AI rally still has legs.

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