Silver surges, the won sinks and markets recalculate

This week on Market Focus Weekly, Vikas Pershad from M&G Investments joins host Emily Liu to unpack the Fed’s latest “hawkish cut” and what a higher neutral rate means for Asia in 2026. Plus, silver’s stunning surge, Korea’s soaring equities despite a shaky won, and why Nvidia’s new China-approved chips matter for the AI race.  And, China’s deepening property challenges and whether the country’s tech boom can offset structural weakness.  Highlights: 01:17 The Fed’s “hawkish” cut 02:28 A new neutral rate? 04:34 Silver’s makeover 06:13 Korea’s currency weakness 09:20 Nvidia’s chip deal with China 12:03 A turnaround for Chinese property? --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Emily Liu ([email protected]) With Vikas Pershad, portfolio manager, APAC Equities, M&G Investments Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily Liu & 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.