# Richard Tang
Nangungunang mga yugto ng podcast
Nai-update:
Top podcast episodes featuring richard tang.
The View Beyond: What the fragile Middle East truce means for China
The US and Iran have agreed to a two‑week ceasefire in the Middle East conflict, but the deal continues to look fragile. Markets have reacted swiftly, with crude oil prices falling sharply while gold and equity markets rebounded. However, the Strait of Hormuz remains largely closed, keeping energy …
The View Beyond: Reading between China’s headline indices
Global equity markets have performed strongly, led by the AI-driven rally across the US, Japan, and Korea, while China’s headline indices have lagged in comparison. Yet beneath the surface, performance has been more nuanced, with parts of the market showing stronger momentum than index-level data s…
The View Beyond: China’s old and new tech divide
Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark divergence persists: Hong Kong’s “old tech” sector has lagged, while mainland “new te…
US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan
US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper enthusiasm. Markus Wachter from our Technical Analysis team talks about the cha…
The View Beyond: China after the AI correction
After a sharp correction in AI-related stocks across Asia, investors are reassessing one of the market's strongest themes of the past year. In China, many AI and semiconductor-related names have fallen significantly from their recent highs, prompting debate over whether the pullback is creating a b…
The View Beyond: Has the AI correction bottomed out?
With Korean semiconductor stocks down nearly 50% from their June peak, has the AI correction finally run its course? Where could the next leg of the AI rally come from, and how are China’s cheaper AI models — including DeepSeek’s rumoured new release — reshaping the competitive landscape?
Richard …
The View Beyond: Market Outlook Year-End 2026 – US headlines, global opportunities
As we head towards the final quarter of 2026, investors face a shifting landscape where AI remains the key growth engine but market leadership is broadening beyond US technology. With volatility persisting and geopolitical risks still in focus, where might the best opportunities lie for investors p…
The View Beyond: Can Trump-Xi talks shift market sentiment?
US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress and shift market sentiment. The discussions come as Chinese markets contend with trade uncertainty, tentative policy support and a challenging domestic…
Sticky inflation meets resilient markets
European inflation surprised to the upside, driven by energy prices, while softer US inflation data offered some reassurance for markets. However, the bond market stress continued with Treasury yields rising, weighing on equities in their final stretch of the quarter. Asian markets opened Q4 positi…
The View Beyond: China's post-Golden Week reality check
China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debate over consumer confidence, policy stimulus and the outlook for growth. In this episode, we examine what the latest Golden Week trends reveal, while e…
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‐ Isaac "Llamacorn" Newton
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