Wealth Tracker: Are AI investments getting ahead of fundamentals?

AI is everywhere, from trillion-dollar tech giants ramping up spending to Asian markets stepping up their role in the global supply chain. But with valuations stretched and volatility creeping back in, is it still about chasing the AI trade, or is it time to get more disciplined? On Wealth Tracker, Hongbin Jeong speaks to Jason Kuan (CFA), Director, Investment Research and Advisory, Chief Investment Office, CIMB Singapore, to break down why quality large-cap tech still matters, where Asia fits into the next phase of growth, and how the “3Ds,” Discipline, Diversification and Derisking, could help investors build more resilient portfolios.See omnystudio.com/listener for privacy information.