S2E13: Alibaba’s AI gamble, US visa shock, Singapore’s mid-cap move
Description
Alibaba is making waves in the AI industry. From its newest trillion-parameter model to a $50 billion investment push, are Chinese tech valuations keeping pace with reality?
This week on Market Focus Weekly, Emily Liu speaks with Raisah Rasid from JP Morgan Asset Management, to unpack the Chinese AI rally, and what it means for investors. Plus, the fallout from new US visa fees on India’s IT sector, and Singapore’s bold mid-cap index launch.
Highlights:
01:30 US mega-cap valuations
03:41 Chinese tech valuations
06:28 Alibaba’s big AI push
10:18 India reels form new US visa fee
14:14 Singapore’s new mid-cap index
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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 Raisah Rasid, global market strategist, JP Morgan Asset Management
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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