
Money and Me
Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio
Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend , about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centres and infrastructure behind the AI boom. What risks should investors be watching? They also examine why long-term bond yields are rising in the US and Singapore, what higher yields mean for bond investors. Plus, with DBS, OCBC and UOB all reporting higher second-quarter profits, what do their latest results reveal - and after the strong run in Singapore bank shares, is there still value for investors? See omnystudio.com/listener for privacy information.






