Former Singapore Deputy PM Maps Out Strategy for Investing Through Potential AI Bubble
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Investors looking to navigate potential bubbles in artificial intelligence (AI) should focus on the technology’s infrastructure, monetization platforms and industry-specific applications, according to Heng Swee Keat, a director at Singapore’s sovereign wealth fund GIC and the city-state’s former deputy prime minister.
As generative AI fuels market volatility and lofty valuations, Heng’s remarks at the Caixin Summer Summit in Hong Kong on Thursday offered a roadmap for how long-term investors can manage risk while positioning themselves for the next phase of the technology’s growth.
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- Focus on AI infrastructure (semiconductors, data centers, power) for stable investment.
- Target monetization platforms like cloud providers and AI model developers.
- Invest in industry-specific AI adoption in healthcare, finance, and energy for sustainable growth.
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