Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Asia’s tech story may be entering a very different growth phase - and it’s not all about AI. Michelle Martin and Ryan Huang unpack Macquarie’s bullish call on Asia internet stocks driven by gaming, music, super-apps and cultural exports. From K-pop giant HYBE to platforms like Tencent, Baidu and Kakao, the focus shifts to monetising ecosystems people already live on. The duo also examine Bernstein’s bullish bet on BYD - not just as a carmaker, but a vertically integrated tech play. Global tensions rise as President Trump revives trade war threats against Europe, while earnings season heats up in the US. All this and more, including Intel, Micron and Singapore market movers - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.