S2E8: Tech wobbles, Fed watch, and Asia’s balancing act

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

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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: Emily Liu (emilyliu@sph.com.sg)

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

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