BT Market Focus

Alibaba’s AI gamble, US visa shock, Singapore’s mid-cap move

26 Sep 2025

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Alibaba is making waves in the AI industry. From its newest trillion-parameter model to a $50 billion investment push, are Chinese tech valuations keeping pace with reality? This week on Market Focus Weekly, Emily Liu speaks with Raisah Rasid from JP Morgan Asset Management, to unpack the Chinese AI rally, and what it means for investors. Plus, the fallout from new US visa fees on India’s IT sector, and Singapore’s bold mid-cap index launch. Highlights: 01:30 US mega-cap valuations 03:41 Chinese tech valuations 06:28 Alibaba’s big AI push 10:18 India reels form new US visa fee 14:14 Singapore’s new mid-cap index --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Emily Liu ([email protected]) With Raisah Rasid, global market strategist, JP Morgan Asset Management Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & 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.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

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10:00H | 21 DIC 2025 | Fin de Semana

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13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

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12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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BT Market Focus

Alibaba’s AI gamble, US visa shock, Singapore’s mid-cap move

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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