S1E260: Tech alpha: why adoption and R&D matter more than P/E

Technology alpha: myth or opportunity? Can tech fortunes be found in adoption and R&D? Apparently, author Igor Pejic thinks so. Howie Lim gets him to decode Big Tech risk, spot the real game-changers from the hype, and navigate the volatile waves of AI, geopolitics, and regulation.

Synopsis: Every Monday, The Business Times breaks down useful financial tips.

Highlights:

01:22 Technology alpha and outsized tech-driven returns

05:53 Non-financial markers of good investments

08:16 Geopolitical and regulatory pressure

10:48 Why 'Tier 2' enabler tech

18:06 Anticipating the 'convergence' of tech

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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 Igor Pejic, author of Tech Money

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

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

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