Temasek International CIO warns of market risks from US capital spending surge
Temasek International CIO warns of market risks from US capital spending surge Asia's largest state investor hit a record S$518 billion portfolio while flagging AI-driven capex as a growing threat to market stability Share Add us on Google by Editorial Team Jul. Rohit Sipahimalani, Chief Investment Officer of Temasek International, used a July 8 interview to warn that surging US capital expenditure, particularly in artificial intelligence infrastructure, could pose meaningful risks for global markets. Sipahimalani’s remarks arrived alongside the release of Temasek’s fiscal year 2026 results, which showed the fund’s net portfolio value hitting a record S$518 billion (roughly US$401 billion) as of March 31, 2026.
- ▪Temasek International CIO warns of market risks from US capital spending surge Asia's largest state investor hit a record S$518 billion portfolio while flagging AI-driven capex as a growing threat to market stability Share Add us on Google
- ▪Rohit Sipahimalani, Chief Investment Officer of Temasek International, used a July 8 interview to warn that surging US capital expenditure, particularly in artificial intelligence infrastructure, could pose meaningful risks for global marke
- ▪Sipahimalani’s remarks arrived alongside the release of Temasek’s fiscal year 2026 results, which showed the fund’s net portfolio value hitting a record S$518 billion (roughly US$401 billion) as of March 31, 2026.
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Temasek International CIO warns of market risks from US capital spending surge Asia's largest state investor hit a record S$518 billion portfolio while flagging AI-driven capex as a growing threat to market stability Share Add us on Google by Editorial Team Jul. 8, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); When one of Asia’s most powerful sovereign wealth funds starts waving caution flags about US spending, the rest of the…
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