Market View: (SPECIALS) The AI boom, US Fed rate uncertainty and China’s economic transition away from property and heavy investment – the three themes weighing on investors in 2025

It’s now time for a Special, year-end edition of Market View, where we not only take you though how the Singapore stock market closed for the day, but also step back to examine three key themes that have shaped markets over the year, and will continue to matter as we head into 2026. The three themes are: First, whether the global AI boom can move beyond hype and experimentation into a phase of real productivity gains and earnings delivery.  Second, uncertainty over the US Federal Reserve’s interest rate trajectory and whether we’re truly approaching a more balanced phase of growth, inflation and policy. And finally, China’s economic transition and whether domestic consumption can meaningfully offset weaker property investment and export headwinds amid ongoing global trade tensions.  On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital and Olivia Ding, Investment Analyst, Reed Capital Partners.   See omnystudio.com/listener for privacy information.