This week on Market Focus Weekly, tech stocks sold off on both Wall Street and in Asia. Could this be the start of a bubble? 

Host Emily Liu speaks with Aninda Mitra, head of Asia macro and investment strategy at BNY Investment Institute, on what’s behind the tech pullback, whether the Fed will really cut rates next month, and how Washington’s interventions could reshape the industry. 

They also explore China’s record-breaking stock rally amid stimulus hopes and capacity concerns, plus India’s latest tax cuts as US tariff tensions escalate.

Highlights:

01:18 Fed outlook

03:35 Tech stock sell-off

07:24 Chinese stock rally

08:37 Chinese yuan appreciation

09:47 India’s GST cut

11:08 India and Russian oil

---

Send us your questions, thoughts, story ideas, and feedback to [email protected].

---

Written and hosted by: Emily Liu ([email protected])

With Aninda Mitra, head of Asia macro and investment strategy, BNY Investment Institute,

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily & 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 Branded Podcasts at: bt.sg/brpod

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.