Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.

On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.

Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally

Play Micron, Hynix and Samsung ETFs at Your Peril

Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.

Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

See omnystudio.com/listener for privacy information.

After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China’s mood for all things tech with its plan to list in Hong Kong.

On today’s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence’s Robert Lea about why the time may be right for an IPO and what Xiaohongshu's debut says about the future of China’s tech industry.

Read more: Xiaohongshu Is Said to Ready Hong Kong IPO Filing This Month

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An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy flows.

On today’s Big Take Asia podcast, Oanh Ha joins Odd Lots co-hosts Tracy Alloway and Joe Weisenthal to discuss why Asia is reeling from the conflict and what the “new normal” looks like for global supply chains.

Hosted by Oanh Ha; Produced by Yang Yang; Reported by Tracy Alloway, Joe Weisenthal; Edited by Patrick Hirsch, Julia Weaver.

Fact-checking by Laura Newcombe; Engineering by Taka Yasuzawa.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

See omnystudio.com/listener for privacy information.