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BT Correspondents

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Categories
Country
United States
This podcast has
226 episodes
Language
English
Explicit
No
Date created
2024/09/04
Latest episode
2026/10/19
Average duration
23 min.
Release period
8 days

Description

BT Correspondents Podcast channel showcases content presented by some of the newsroom's most respected columnists and includes the series: Mark to Market, PropertyBT, WealthBT and TransportBT. Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts Produced by BT Podcasts, The Business Times, SPH Media.

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Pipe dreams: When oil and diesel prices crunch in Apac, who pays?
2026/10/19
Higher oil prices are leading to higher costs - not just at the pump, but across the supply chain. So how are companies navigating this, and how quickly will it start to hit consumers? On TransportBT this week, we speak to DHL Global Forwarding’s APAC CEO, Niki Frank, who has a front row seat to how energy prices affect logistics and the way companies think about their operations.  Highlights: 02:37 How higher oil prices hit freight 07:55 The impact on Singapore as a regional hub 13:54 Changing client & customer behaviours 18:16 “Doomsday” energy scenario Written and hosted by: Derryn Wong ([email protected]) With Niki Frank, CEO Asia Pacific at DHL Global Forwarding Edited by: Rachna Raghu & Claressa Monteiro Produced by: Derryn Wong, Rachna Raghu & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Share your thoughts with us at [email protected]. --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
The age of longevity? Endowment-style investing for generations
2026/10/12
What if you could live to 140? The real question isn't just how to get there — it's how to fund it. In this episode of WealthBT, Genevieve Cua sits down with Victor Aerni, CEO of Pictet Wealth Management Asia, to unpack the investment implications of radical longevity. From the endowment model pioneered by Yale to the hidden power of private equity, discover why diversification is still the only free lunch in investing — and why time, not timing, is the greatest advantage you have. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. This episode is produced in collaboration with Pictet Wealth Management. Highlights of the podcast: 01:27 Longevity as a megatrend 02:39 Healthspan vs lifespan - where the opportunities lie 04:43 The endowment model 08:37 Diversification - still the only free lunch 11:47 Private markets and the real premium behind illiquidity 16:49 Time, not timing - the one principle that matters More about: Pictet Wealth Management Pictet Wealth Management Insights WealthBT x Pictet Podcast page --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) With Victor Aerni, chief executive officer, Pictet Wealth Management Asia Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Tiong Woon Corporation: Big profits in heavy lifting
2026/10/05
Crane owner Tiong Woon is reporting stronger earnings, boosting its capital expenditure and lifting its dividend. Its CEO Michael Ang and CFO William Tan sit down with BT’s Ben Paul to discuss the outlook for the company, and why the company’s shares are undervalued. Highlights of the podcast: 03:50 Riding an investment spending boom 07:55 Expanded margins, bigger dividends 18:15 Globally ranked and publicly listed 21:28 “Not sexy”: Closing the valuation gap --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Ben Paul ([email protected]) With Michael Ang, CEO and William Tan, CFO, Tiong Woon Corporation Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Making sense of financial numbers driving big-bucks real estate decisions
2026/09/28
Get insights on the numbers driving property deals and decision making. Are yields of Singapore properties too low? Does being green help improve a property’s valuation? Learn about how development stacks up versus reuse. Understand key metrics of Reits. Leslie Yee is in conversation with Professor Joseph Ooi of NUS. Synopsis: Hosted by senior correspondent Leslie Yee, PropertyBT from The Business Times shares insights on all things Singapore property to help you on your property investment journey. Episodes feature views and insights from property analysts. Highlights of the podcast: 01:40 Property valuation 09:32 Low yields in Singapore property 15:13 Reit insights 20:42 To reuse or redevelop Read Leslie’s article: Hongkong Land’s SCPREF shows private funds may trump Reits for asset-light strategies --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Leslie Yee ([email protected]) With Professor Joseph Ooi, professor of Real Estate at NUS Business School Edited by: Howie Lim & Claressa Monteiro Produced by: Leslie Yee, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Networks and chill: Asean's biggest EV startup you haven't heard of
2026/09/21
Think electric vehicles are all about sleek sports cars and highway speed? Think again. The real EV revolution might just be hiding in your delivery truck—and keeping your sashimi fresh or life-saving vaccines frozen. In this episode of TransportBT, correspondent Derryn Wong sits down with Lau Si Ying, CFO of Singapore’s SingAuto, one of Asean’s best-funded EV startups you’ve never heard of. Discover how a former special forces soldier is building intelligent, modular cold chain EVs, targeting a US$430 billion market, and gearing up for a Nasdaq listing. Tune in to see how green tech is chilling logistics! Highlights: 01:01 SingAuto’s intelligent cold chain EVs 03:20 Why integration beats bolt-on refrigeration 05:30 A US$1.5 trillion market hiding in plain sight 07:00 Minus 150°C — transporting organs and bone marrow 10:45 The asset-light OEM playbook 15:00 Going public via SPAC — The Nasdaq endgame --- Written and hosted by: Derryn Wong ([email protected]) With Lau Si Ying, CFO of SingAuto Edited by: Howie Lim & Claressa Monteiro Produced by: Derryn Wong, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Share your thoughts with us at [email protected]. --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Investing in an era of AI, techflation and higher bond yields
2026/09/07
Bond yields are spiking, the AI trade is wobbling, and the dollar's dominance is under threat — is your portfolio ready? In this episode of WealthBT, wealth editor Genevieve Cua sits down with Kelvin Tay, CIO for Asia at Pictet Wealth Management, to unpack the bank's 10-year market outlook: from the multipolar tech race and emerging-market currencies to fiscal dominance and where AI investment really pays off. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. This episode is produced in collaboration with Pictet Wealth Management. Highlights of the podcast: 01:37 Emerging markets move to center stage 03:57 Where we are in the market cycle 06:03 The case for a 10-12 per cent emerging market allocation 09:24 Four ways to invest in AI 12:24 Decoding fiscal dominance and bond market stress 17:09 Target level for the Chinese yuan More about: Pictet Wealth Management WealthBT x Pictet Podcast page Pictet Wealth Management Insights --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) With Kelvin Tay, chief investment officer for Asia at Pictet Wealth Management Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Rising bond yields and the Singapore market
2026/08/31
DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too expensive? Why are bond yields rising in the first place? BT senior correspondent Ben Paul explains what’s happening. Highlights of the podcast: 00:55 Big trends driving long term bond yields 04:51 Struggling Reits may continue struggling 09:55 Why the banks have soared year-to-date 16:05 Bank valuations stretched, risks are rising --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Ben Paul ([email protected]) Edited by: Nicole Teo & Claressa Monteiro Produced by: Ben Paul, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Lifting the hood on changing needs of home buyers and tenants
2026/08/24
Get insights on what matters when people look for a home and PropertyGuru’s value proposition. How do people search for homes? What do buyers and tenants want? Learn about how AI impacts agents, buyers and tenants. Understand the love that Singaporeans have for housing. Leslie Yee is in conversation with Yao Lu of PropertyGuru. Synopsis: Hosted by senior correspondent Leslie Yee, PropertyBT from The Business Times shares insights on all things Singapore property to help you on your property investment journey. Episodes feature views and insights from property analysts. Highlights of the podcast: 02:39 Searching for a home 04:05 Priorities of buyers 12:01 Using AI 20:30 The fondness for homes Read Leslie’s article: Meet rental demand by letting developers keep ownership of some condo units without hefty penalties Worried over job prospects? Young adults should go forth fearlessly to buy an HDB BTO flat --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Leslie Yee ([email protected]) With Yao Lu, managing director for Singapore, PropertyGuru Group Edited by: Nicole Teo & Claressa Monteiro Produced by: Leslie Yee, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Asia-Pacific aviation: is up really the only way?
2026/08/17
Asia-Pacific’s aviation market is booming, but is it built to last? With billions of new passengers expected and a massive aircraft backlog, the industry is flying on a knife-edge. From supply chain bottlenecks to thinning margins, what’s really fuelling the turbulence? Join us on TransportBT as we sit down with aviation strategist Alan Lim to decode the region's complex growth story. It’s an essential listen for anyone trying to navigate the future of travel. Are you ready for takeoff? Highlights: 02:05 Why Apac leads growth 04:04 Aircraft shortage crunch 16:05 Fuel costs and thin margins 19:08 Regulation and India hurdles 22:54 China and high-speed rail --- Written and hosted by: Derryn Wong ([email protected]) With Alan Lim, director, Alton Aviation Edited by: Howie Lim & Claressa Monteiro Produced by: Derryn Wong, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Share your thoughts with us at [email protected]. --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Are lower private hospital Shield claims on the cards?
2026/08/10
Private hospital bills and Integrated Shield Plan (IP) premiums have been climbing steadily, raising concerns about affordability for Singaporeans. Genevieve Cua sits down with Jeffrey Law, chief commercial officer of IHH Healthcare Singapore, to discuss the hospital group's partnerships with insurers to better manage healthcare costs and claims. The conversation also explores the efforts made to help slow premium increases, preserve access to private healthcare, and how their third-party administrator, iXchange is helping to support a more sustainable and connected healthcare ecosystem. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 01:32 Building a sustainable private healthcare ecosystem 04:22 How the iXchange platform works 09:29 The impact of IHH's insurer partnerships 15:06 Tackling rising private hospital costs --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) With Jeffrey Law, chief commercial officer of IHH Healthcare Singapore Edited by: Nicole Teo & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Frasers Property’s hospitality revamp
2026/08/03
Frasers Property Ltd (FPL) is working with its controlling shareholder to lighten its balance sheet after taking its hospitality Reit private. Its group chief financial officer Loo Choo Leong talks to BT’s Ben Paul about the deal, the group’s capital recycling strategy, and its plans to lift its ROE and share price. Highlights of the podcast: 03:26 Should investors support the revamp? 07:09 Capital recycling amid higher rates 09:29 Waning excitement, sagging ROEs 14:52 Shares at “unjustifiably” low valuation? --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Ben Paul ([email protected]) With Loo Choo Leong, group chief financial officer, Frasers Property Ltd Edited by: Nicole Teo & Claressa Monteiro Produced by: Ben Paul, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Prospects and challenges for Singapore's hotel industry: the impact of AI and robots
2026/07/27
Get insights on latest developments, trends and challenges in the vital hospitality sector. How does a homegrown hospitality management group compete? Will more locals be drawn to hospitality careers? Learn about how the hotel sector can leverage the growth in AI and robotics. Discover hidden travel gems. Leslie Yee is in conversation with Mark Rohner of Far East Hospitality. Synopsis: Hosted by senior correspondent Leslie Yee, PropertyBT from The Business Times shares insights on all things Singapore property to help you on your property investment journey. Episodes feature views and insights from property analysts. Highlights of the podcast: 04:47 Performance of Singapore’s hotels 07:16 Manpower challenges 11:45 Impact of AI and robots 16:43 Hidden travel gems Read Leslie’s article: Bright prospects for Singapore tourism, but hotel players will need to fight hard to thrive --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Leslie Yee ([email protected]) With Mark Rohner, managing director, Far East Hospitality Edited by: Nicole Teo & Claressa Monteiro Produced by: Leslie Yee, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Big everywhere else: Carro CEO explains its latest move into Australia and future plans
2026/07/20
What does it take to transform the second-hand car industry? Host Derryn Wong sits down with Aaron Tan, CEO of Carro, to explore how AI and a platform-driven business model are bringing greater transparency to the used car market. They also unpack the unique dynamics of consumer markets across Asia-Pacific, and why the rapid rise of Chinese EV brands could be a game changer for online automotive platforms. Highlights: 02:40 Consumer preferences in Asia 07:05 Making the used car market more transparent  10:40 Leveraging AI across the business 13:25 Impact of the rise of Chinese EV brands --- Written and hosted by: Derryn Wong ([email protected]) With Aaron Tan, CEO, Carro Edited by: Nicole Teo & Claressa Monteiro Produced by: Derryn Wong, Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Share your thoughts with us at [email protected]. --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Retirement’s longevity challenge
2026/07/13
A long life is a blessing—but is your retirement plan ready for it? In this episode of WealthBT, Genevieve Cua sits down with Manulife Investments Singapore CEO Koh Hui-Jian to tackle the new reality of retirement. With lifespans reaching into the 80s, the traditional "simple savings" approach won't suffice for a 40-year horizon.  Why must you move beyond local markets? Also discover the power of globally diversified portfolios, and the strategies needed to build an inflation-proof income stream. Don’t leave your future to chance—listen now for the blueprint to a secure, resilient retirement. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 01:20 Pillars of a strong retirement system 04:12 The gap between intention and action 06:21 The Glide Path 08:51 Don’t bet on only one market 10:27 Defaults matter more than willpower --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) With Koh Hui-Jian, chief executive, Manulife Investments Singapore Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.
Navigating chaotic markets
2026/07/06
With a focus on macro fundamentals and careful asset allocation, Maybank chief investment officer (CIO) Eddy Loh is helping investors navigate uncertain markets. He talks to BT’s Ben Paul about the next leg of the AI theme, what geopolitical tensions mean for markets, the role of gold as a risk mitigator, and why he is optimistic about Singapore and Malaysia. Highlights of the podcast: 05:37 AI theme: Looking beyond the chip boom 07:53 Geopolitics: Energy, defence and China 15:22 Mitigating risk: Gold versus US Treasuries 21:20 Asean: Betting on Singapore and Malaysia --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Ben Paul ([email protected]) With Eddy Loh, chief investment officer for Group Wealth Management, Maybank Edited by: Howie Lim & Claressa Monteiro Produced by: Ben Paul, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

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