Editorial companion

What stands out

DBS Group CIO Wey Fook Hou lays out why AI growth stocks keep rallying even as bond yields and fixed income markets flash caution, arguing earnings momentum and structural demand for AI are overpowering traditional rate-sensitive signals. The most striking moment is his claim that market participants are treating rising yields as a background risk rather than a headline breaker for AI names, which explains why equity flows into AI have stayed strong despite conventional bond-market warnings. The interview frames a direct tension between macro rate signals and concentrated sector momentum.