Eloise Goulder

speaker

129 appearances 3 recordings 1 series first heard May 2026 last heard 28 Jul

Eloise Goulder’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.

Appearances

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Making Sense · The rise, reach and rallying power of the retail investor in Asia · 14 Jul 2026 podcast

But as you said, Claire, the power of the AI trade and the earnings growth of the AI trade is clearly the fundamental driver behind much of this market outperformance.

From your lens, are there more structural drivers as well for retail in the region?

And does this high retail participation change market dynamics on a day-to-day or an intraday basis?

It's fascinating.

And arguably, when you look at European markets, which is the most retail light region globally, you see quite the opposite.

And you've seen this shift in trading activity at the close.

Exactly.

So, Claire, the retail investor is so significant in share of volume, but also in the dollar value that they are trading at this stage.

Are there further changes you're expecting from here?

So, Claire, we've been seeing clients this week.

And from my lens, the key question is how much further these Asia AI exposed markets can go.

And on the one hand, that's a fundamental question.

And right now, fundamentals are strong and earnings delivery is real.

But from a market structure perspective, what are you watching to understand whether markets have become overextended?

That's interesting.

And of course, we get the same question on the hedge fund leverage side.

Net positioning is high in certain pockets, such as Korea and Taiwan and increasingly Japan.

But for the global equity index space as a whole, it's not currently at record highs.

But beyond the AI trade, Claire, what else is changing?

Yes.

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