Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall?
About this episode
Michelle Martin discusses Singapore's shipping status and the potential financing constraints on the AI data centre boom.
Is Singapore still the world’s busiest port - or does it depend on what you’re measuring? Michelle Martin looks at Singapore’s place in global shipping as Ningbo-Zhoushan overtakes it on container volumes. Then, could financing become the next constraint on the AI boom? Barclays warns Asian banks may be reaching their lending limits on data centres, even as Singapore-based firms dominate regional fundraising. Plus, why Nvidia is putting US$3.5 billion into MediaTek, why analysts see Dell benefiting from both Nvidia and SpaceX, and what rising oil prices mean as Wall Street enters its historically difficult month of September. In Up or Down: Amazon, Microsoft and OpenAI, Victoria Beckham Holdings, Mapletree Industrial Trust and Frasers Property. See omnystudio.com/listener for privacy information.
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