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.
Embed this episode
NOW PLAYING
AI, Mega IPOs and Portfolio Construction for H2 2026
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.