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?

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