Joining us now, we have Anthony Sweetman, co-head of Asia-Pacific Investment Banking at UBS.
Paul Allen
Anthony Sweetman
This year has been characterized by various periods of uncertainty but markets remain strong and constructive overall.
Is the AI rally a bubble? How do you see AI stocks?
Paul Allen
Anthony Sweetman
There is no doubt we will see continued demand for AI products and services, but how this plays out profitably remains to be seen, possibly over several years.
Which sectors are fragile or benefiting?
Paul Allen
Anthony Sweetman
Rare earths have benefited from global uncertainty and availability of capital to diversify supply, though there is uncertainty if volumes will continue.