Bigger Pic: AI investment plays, software over chips

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek - A podcast by MONEY FM 89.3

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Thomas Taw, Head of APAC Investment Strategy, Blackrock discusses why it may be worth looking elsewhere for upside in the AI boom, particularly in software-based businesses. He also shares why he continues to like Japanese markets. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.