About this episode

Merryn Somerset Webb discusses the volatility of Asia's AI market with Invesco fund manager Fiona Yang.

Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it. Join us in Edinburgh for Fringe Festival!  https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb See omnystudio.com/listener for privacy information.

People in this episode

Host: Merryn Somerset Webb

Guest: Fiona Yang

Topics covered

• AI
• investment
• market rally
• volatility
• Asia
• China
• India

Keywords

• AI boom
• investment bubble
• Korea
• China
• India
• market rally
• volatility

Mentioned in this episode

Organizations: Invesco

Places: Korea, China, India, Edinburgh

More episodes of Merryn Talks Money

• Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks · July 17, 2026 · 26 min
• What the Next Generation Wants From Wealth Managers · July 15, 2026 · 28 min
• Forget the Magnificent Seven. This Is What's Next. · July 13, 2026 · 30 min
• Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know · July 10, 2026 · 15 min
• The UK's Shrinking REITs Sector Is Still Attracting Buyers · July 8, 2026 · 27 min
• The Biggest AI Investment Mistakes Investors Could Make · July 6, 2026 · 37 min

Explore listener stats, chart rankings, contacts and more on the Merryn Talks Money podcast page.