AI, Mega IPOs and Portfolio Construction for H2 2026 episode artwork

EPISODE · Jul 8, 2026 · 21 MIN

AI, Mega IPOs and Portfolio Construction for H2 2026

from Ringgit and Sense · host BFM Media

AI infrastructure buildouts, a wave of mega IPOs, energy supply shocks, and shifting safe-haven dynamics have prompted investors to rethink their positioning for the second half of 2026. Desmond Kuang from HSBC joins us to discuss the private bank’s Q3 investment themes and portfolio construction strategies.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 8, 2026

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AI, Mega IPOs and Portfolio Construction for H2 2026

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