Latest / Your Way Home with Hongbin Jeong
Market View: (SPECIALS) The AI boom, US Fed rate uncertainty and China’s economic transition away from property and heavy investment – the three themes weighing on investors in 2025
It’s now time for a Special, year-end edition of Market View, where we not only take you though how the Singapore stock market closed for the day, but also step back to examine three key themes that have shaped markets over the year, and will continue to matter as we head into 2026. The three themes are: First, whether the global AI boom can move beyond hype and experimentation into a phase of real productivity gains and earnings delivery. Second, uncertainty over the US Federal Reserve’s interest rate trajectory and whether we’re truly approaching a more balanced phase of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.