Janet Mui
speaker
41 appearances
1 recordings
1 series
first heard Dec 2025
last heard 18 Dec
Janet Mui’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
I think I think.
is the latter case.
I do think that investors are willing to pay a higher premium for these strong AI leaders.
It can continue as long as they continue to deliver strong growth.
And I think the broadening out story, we've seen that recently.
And I think a lot is because of the Fed's upward revision to growth forecast.
So we really need to see the economy continue to stay strong or at least resilient and also having some more rate cuts from here.
So, I think another case is that we may see broadening out in terms of the AI productivity story.
If that happens, we see more evidence of that, then it could keep the rally in the small and mid caps going.
Yeah, we have a slight overweight position in Asia equities and probably that's based on the AI stories.
Although, as you're right, it's more diversification away or in addition to that US AI story, I think Asia got some really great
and important names in that AI ecosystem, which is worth looking.
And I think the other thing about diversification is that we are constructive on the AI story, but as investors, it's good to think about diversification in your portfolio.
And I think UK actually offers good diversification because the market has very little in tech.
It's more defensive in nature and the valuations remain attractive.
So if you think from a total portfolio perspective,
Having that UK exposure actually helped to balance that out, that AI exposure.
Yeah, that's interesting.
So I think currently there are interest, of course.
But I think for us, mostly it's still in the public market space.
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