Middle East war jolts oil, dollar gains, Asia tech winners emerge episode artwork

EPISODE · Mar 6, 2026 · 14 MIN

Middle East war jolts oil, dollar gains, Asia tech winners emerge

from BT Market Focus · host The Business Times

Middle East conflict jolts oil prices and sparks stagflation fears. As the safe-haven dollar surges, is gold losing its lustre? JP Morgan’s global market strategist Raisah Rasid breaks down the geopolitics vs. economics debate, reveals Asia's tech winners in the AI race, and decodes China's new 5-year plan. Highlights: 01:10 Impact of Middle East conflict 05:59 Impact of conflict on Asia 09:51 China’s new 5-year plan 11:44 The AI race winners --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Raisah Rasid, vice president and global market strategist, JP Morgan Asset Management Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh 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/btlensonSee omnystudio.com/listener for privacy information.

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