S2E334: NEA Names Three More Haze Companies, Korea Pauses Rate Hikes and France Imposes Curfews After Weekend Riots

Asian tech stocks getting hammered, Brent crude above $111 and French 10-year yields hitting 5%. Is the debt-fueled AI expansion finally hitting a wall — or just catching its breath? Correspondent Howie Lim sits down with Ray Heung, senior investment officer at Standard Chartered Bank, to dissect the growing disconnect between booming AI narratives and market reality. From hyperscaler CapEx anxiety to China's confidence crisis, oil shocks, and France's fiscal strain — the signals you need before the next FOMC. Highlights: 00:51 AI investment cycle: Boom or bubble? 03:35 Higher for longer and Asian rates 06:33 Oil above $111 and Asia's energy importers 10:59 Indonesia's MSCI warning & the free-float test 12:12 Regional tech washout 13:43 France hits 5% yields: contagion risk --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Ray Heung, senior investment strategist, Standard Chartered Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Rachna Raghu A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus 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 at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

Headline news for October 23, 2026: Indonesia’s energy minister says Jakarta will review energy export contracts and could stop supplying countries that disrespect it, without naming any. A magnitude seven earthquake kills at least sixteen people in northern Tibet. Oil holds near a five-month high as Typhoon Champi shuts Taiwan’s stock exchange. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Claressa Monteiro ([email protected]) Produced and edited by: Claressa Monteiro or Nicole Teo Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: [email protected] 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 Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

How can young workers thrive when traditional career paths are changing and AI threatens entry-level jobs? On Simon Tay’s Political Café, Simon Tay speaks with Ian Wong, former UOB managing director and group head of international, about the evolving relationship between employers and the next generation of workers. They explore how companies can create more open workplaces, adapt to AI-driven changes and develop young talent, while discussing why workers must take charge of their own development. Synopsis: The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech. Highlights: 03:50 Asean's changing employment bargain with the young 07:00 Bridging the workplace generational gap 10:20 How AI is reshaping the workforce 14:30 Building future Asean leaders -- Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to [email protected]. We’ll look into it for future episodes. --- Written and hosted by: Simon Tay, Chairman, Singapore Institute of International Affairs With Ian Wong, former managing director and group head of international, UOB Edited by: Nicole Teo & Claressa Monteiro Produced by: Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Podcasts: Channel: bt.sg/pcOM Apple Podcasts: bt.sg/pcAP Spotify: bt.sg/pcSP YouTube Music: bt.sg/giK9 Website: bt.sg/btpod Feedback to: [email protected] 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 at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

Market news for October 22 2026: Asian equities suffered a sharp tech-led selloff as soaring artificial intelligence capital expenditure concerns collided with escalating Gulf geopolitical tensions. Brent crude surged past 111 dollars per barrel near a five-month high, while regional indexes plummeted amid mounting market anxiety. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim ([email protected]) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: [email protected] 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 at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.

Headline news for October 22, 2026: Russia agrees in principle to resume trilateral peace talks with the US and Ukraine around November 10, releasing American detainee Stephen Hubbard as a goodwill gesture. The US orders diplomats out of Saudi Arabia as Houthi attacks kill three and wound eight. Singapore ranks second in the world for order and security in the World Justice Project’s most recent Rule of Law Index. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Claressa Monteiro ([email protected]) Produced and edited by: Claressa Monteiro or Nicole Teo Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: [email protected] 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 Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.