Pruksa Iamthongthong

Head of Equities, Asia Pacific at Aberdeen Investments; appeared to discuss AI-related valuations, semiconductor supply chains and regional investment opportunities.

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Nov 7, 2025 • 20min

Asia Stocks Dip After Volatile US Day, Tesla Approves Musk's $1T Pay Package

Pruksa Iamthongthong, Head of Equities at Aberdeen Investments, dives into AI valuations, semiconductor supply chain dynamics, and emerging Asian investment opportunities, emphasizing a brighter 2026 outlook despite current fluctuations. Clark Geranen, Chief Market Strategist at CalBay Investments, discusses the recent market pullback and investor concerns over high valuations and concentrated voting power in Tesla’s $1 trillion pay package for Elon Musk. They also analyze the resilience of the U.S. consumer amid shifting Fed policies and economic risks.

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