Afleveringen
-
China’s retail sales are soaring—but is this recovery real or just a policy sugar rush?
With consumer spending lifted by subsidies yet long-term income growth slowing, investor confidence is being tested.
Pop Mart’s plunge shows how quickly sentiment can shift amid regulatory rumblings.
Michelle Martin asks Dividend Titan’s Willie Keng what he saw on his recent China trip—and why he’s maintained his conviction on value stocks.
Are there unappreciated gems like China Resources Beer, or should investors brace for volatility?
Hosted by Michelle Martin.
Companies: Pop Mart, China Resources Beer, Tsingtao, EV firms, local brands, tech innovators.
See omnystudio.com/listener for privacy information.
-
A U.S. strike on 3 Iranian nuclear sites sends Asian markets reeling—what are the ripple effects for investors?
Gold climbs, the dollar strengthens, and Bitcoin slides as tensions spike in the Strait of Hormuz.
We also dig into Morgan Stanley’s surprising picks in China’s humanoid robot race.
Plus, a look at AI moves by DBS, Apple’s lawsuit drama, Meta’s new smart glasses, and a stablecoin bump for Circle.
Singapore’s STI starts the week after losses—can it rebound? Find out with Michelle Martin and Ryan Huang.
See omnystudio.com/listener for privacy information.
-
Zijn er afleveringen die ontbreken?
-
Is your CPF money working hard enough for your future?
Michelle Martin finds out what the 4% SMRA rate really means for your retirement goals.
Christopher Tan, CEO of Providend, breaks down how this rate is calculated and what it means in today’s market.
Should you transfer funds from your Ordinary Account to your Special Account now?
How do CPF options compare with SSBs, T-bills, and fixed deposits?
See omnystudio.com/listener for privacy information.
-
Berkshire Hathaway's shares nosedive—what's behind the biggest drop in over a decade?
Michelle Martin and Ryan Huang unpack how oil spikes create winners and losers.
Airbus soars with a blockbuster showing at the Paris Air Show, while Boeing stumbles.
Can ExxonMobil and United Airlines ride the energy wave?
Singapore's STI edges up—what are the levels to watch today?
Hosted by Michelle Martin with Ryan Huang.
Companies mentioned: Berkshire Hathaway, Airbus, Boeing, ExxonMobil, United Airlines, DBS, Keppel Corp, Singapore Airlines (SIA)
See omnystudio.com/listener for privacy information.
-
If you've been dismayed at the changes to your mile earn rates on your credit cards, we have you covered with credit card strategies to spend smarter.
Hosted by Michelle Martin with guest Tim Phillips, Founder of TimTalksMoney, this episode unpacks recent cuts to high miles-per-dollar credit cards and what savvy Singaporeans can do now.
We ask: is the ultra-pricey Amex Platinum worth it or just hype?
Plus, we explore Grab and Sea Limited and what investors are talking about with the two tech titans.
Discover hidden credit card pitfalls, smarter strategies, and why investors are watching these tech giants closely.
If you are chasing points and gains, this episode is for you.
See omnystudio.com/listener for privacy information.
-
With U.S. markets closed for Juneteenth, Asia takes center stage.
We break down the unfolding multi-trillion rupiah corruption probe rocking Wilmar International — a scandal dating back to Indonesia’s 2022 cooking oil crisis.
Despite the headwinds, Wilmar is striking a new deal in Nigeria — is it business as usual or damage control?
Plus, DBS makes a bold pitch for nuclear energy investing — not in reactors, but in the uranium supply chain.
Ryan Huang breaks down the stocks to watch and whether the uranium surge is sustainable.
Also in focus: the future of the U.S. dollar.
From China’s push for a multipolar currency world to Trump-era flashbacks, is the greenback losing its grip?
We wrap with a round of “Up or Down?” featuring Nike and Singapore construction stocks — and a final lap around Jewel Changi’s new Mario Kart experience.
See omnystudio.com/listener for privacy information.
-
How much does it really cost to send your child to uni - whether local or overseas?
How will you fund this without compromising the build up of your retirement funds?
Daniel Sim, Founder of Golden Goose Properties, says its possible to do both strategically.
He explains why the shift from ownership to consumption changes how we plan for education.
Instead of sinking funds into non-recoverable expenses, invest in appreciating assets.
Hear his bold take on building generational wealth—without a traditional university fund.
A thought-provoking episode hosted by Michelle Martin.
See omnystudio.com/listener for privacy information.
-
A herbal stock with zero revenue rockets 64,000%—what’s behind the madness?
Michelle and Ryan unpack DBS’s latest bullish call on industrial REITs.
Wilmar faces a billion-dollar graft probe in Indonesia—could there be spillover effects?
Wall Street wobbles on energy jitters, while gold continues to dazzle.
From AI-driven SK Hynix to Airports of Thailand, it’s time for "Up or Down?"
Hosted by Michelle Martin with Ryan Huang. Featuring CapitaLand Ascendas REIT, Mapletree Logistics Trust, ESR-LOGOS REIT, Wilmar, Eli Lilly, and more.
See omnystudio.com/listener for privacy information.
-
A rising tide of uncertainty is pushing investors out of the long end of the U.S. bond curve.
Hosted by Michelle Martin, this episode explores what surging 30-year Treasury yields mean for your portfolio.
Cheng Chye Hsern of Providend joins to break down the impact of Trump's fiscal policies and slower Fed cuts.
What’s the playbook if yields stay high?
Is it time to rethink your S&P 500 exposure?
And are non-U.S. markets ready to lead the way into late 2025?
See omnystudio.com/listener for privacy information.
-
Energy names rally, IPOs pop, and WhatsApp rewrites the rules.
Hosted by Michelle Martin with Ryan Huang, this episode covers a spike in SGX-listed oil plays like Rex International and RH Petrogas.
We explore Meta’s plans to monetise WhatsApp, Goldman Sachs' bullish stock picks including Apple and Valvoline, and the return of IPO mania.
Will Apple’s antitrust woes drag it down?
Can DBS’s expansion in North Asia fuel growth?
And is Kering’s next CEO really from the auto world?
Dive into the movers that matter.
See omnystudio.com/listener for privacy information.
-
Could 2025 be the year Singapore's REIT market regains its shine?
With Centurion gearing up for a REIT IPO backed by worker and student housing, Keppel DC REIT reclaiming a spot on the STI, and Singapore office REITs posting resilient Q1 numbers, the landscape is shifting fast.
Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Wealth Advisory Director, this episode explores what’s hot, what’s risky, and whether investor appetite can absorb a new wave of IPOs in an already liquidity-sensitive market.
See omnystudio.com/listener for privacy information.
-
Chinese biotech stocks are breaking out—with deals involving Pfizer, Bristol-Myers Squibb, and BioNTech rewriting the playbook for global pharma partnerships.
But will the rally last?
Back in Singapore, banks like DBS, OCBC, and UOB are buying back shares at scale. And Q&M Dental’s CEO is doubling down on his stock.
Plus: Amazon and Walmart explore launching their own stablecoins—could Visa and Mastercard be in trouble?
Hosted by Michelle Martin with Ryan Huang, this episode also touches on Novo Nordisk, Oracle, Pop Mart, Emirates, and Jardine Matheson as we unpack the week in markets.
Companies mentioned in this episode: Pfizer, Bristol-Myers Squibb, BioNTech, 3SBio, DBS, OCBC, UOB, Q&M Dental, Amazon, Walmart, Visa, Mastercard, Novo Nordisk, Oracle, Pop Mart, Emirates, Jardine Matheson, SATS, SGX.
See omnystudio.com/listener for privacy information.
-
Could Hong Kong’s stablecoin push set the tone for a digital currency shakeup across Asia?
Hosted by Michelle Martin with Chengyi Ong, Head of Policy for APAC at Chainalysis, this episode unpacks the implications of Hong Kong’s newly passed Stablecoins Bill.
We explore why local stablecoins matter, their role in payments, trading, and FX.
Can digital USD stablecoins coexist with domestic ones or will one dominate?
See omnystudio.com/listener for privacy information.
-
Asia-Pacific markets trade down as investors digest the Israeli military strike on Iran this morning.
Hosted by Michelle Martin with Ryan Huang, today’s Market View also unpacks DBS’ bullish stance on supermarket giant Sheng Siong, China’s “Terrific 10” AI stocks, and the ripple effects of its export slump.
Could Singapore’s logistics players benefit from ASEAN trade shifts?
Plus, we look at the fortunes of Boeing, Oracle, and Tencent, and close with how Ding Tai Fung is steaming ahead in the F&B space over in the US.
Companies mentioned: Sheng Siong, Boeing, Oracle, Tencent, Jardine Matheson, SATS, Ding Tai Fung.
See omnystudio.com/listener for privacy information.
-
Digital upskilling shouldn't feel like drowning in code or self-doubt.
Hosted by Michelle Martin, this episode explores how adult learners - from civil servants to mid-career professionals - can overcome fear, burnout, and anxiety in the digital age.
Psychologist and trainer Haja Navaz from Sparkz Counselling and @ASK Training shares real stories, proven strategies, and a compassionate framework for supporting anxious learners.
Learn how bite-sized goals, peer support, and emotional validation can transform learning.
Discover why ASK Training’s SkillsFuture-accredited approach works for those who feel left behind.
Hosted by Michelle Martin.
See omnystudio.com/listener for privacy information.
-
Tacos, Tariffs, and Treasury Twists are at the forefront of today's show.
Hosted by Michelle Martin with guest Arun Pai of Monk’s Hill Ventures, this episode dives into the rise of the “TACO” trade, the real weight behind Trump’s rare earths “deal” with China, and whether the latest US-China trade deal is calming markets.
Why are traders hyper-focused on the 30-year bond auction?
Could Scott Bessent as Fed Chair shift everything we know about rates?
From volatility plays to Fed succession stakes, Michelle and Arun unpack what’s shaping investor psychology right now.
See omnystudio.com/listener for privacy information.
-
Join Michelle Martin and Ryan Huang as they unpack why Centurion’s REIT listing is exciting investors, how Super Hi is cooking up overseas success, and what Meta’s $14B move on Scale AI means for tech.
Explore the implications of Trump’s China rare-earths “deal,” Inditex’s fast-fashion strength, and today’s STI movers.
Plus, the last word goes to a million-yuan doll.
Hosted by Michelle Martin with Ryan Huang.
Featured companies: Centurion, Haidilao (Super Hi), Meta, Inditex, ST Engineering, Venture Corp, Singapore Exchange.
See omnystudio.com/listener for privacy information.
-
Is it wise to bet on a president backing down? Markets seem to think so.
Hosted by Michelle Martin with Simon Ree, Founder of Tao of Trading, we unpack the viral TACO trade, why July 8 looms large for investors, and what the “revenge tax” in Section 899 might mean for global capital.
We examine how policy posturing is morphing into fiscal weaponry.
Could U.S. tariffs on the EU trigger ripple effects in the dollar and stock markets?
And what’s really at stake as China courts Europe while Washington sharpens its economic tools?
This episode dives deep into policy, perception, and the politics of risk.
See omnystudio.com/listener for privacy information.
-
Mumbai markets are leading the global pack — but can sky-high valuations in cement and defense stocks hold?
Hosted by Michelle Martin with Ryan Huang, we unpack India’s stunning 10% rally and what’s driving the bull run.
JPMorgan’s bullish on beaten-down biotech: hear why Eli Lilly, Gilead, Merck, Regeneron, and Bristol Myers are back on their radar.
DocuSign gets punished despite strong earnings — what’s spooking investors?
Keppel DC REIT climbs back into the STI on AI-data centre bets, while Hello Kitty’s parent Sanrio outpaces Toyota.
Plus, the Straits Times Index movers: CDL, Yangzijiang, and DFI Retail.
See omnystudio.com/listener for privacy information.
-
What do tariffs have to do with your next Shein haul or Temu gadget?
Hosted by Michelle Martin, this episode unpacks how U.S. trade policy is driving ripple effects through Singapore’s consumer prices, Chinese e-commerce platforms, and Asia’s startup IPO ambitions.
Bhavik Vashi, Managing Director at Carta, joins to explore what investors should be watching, and whether Southeast Asia could emerge as the next innovation hub.
From tariffs to tech dreams, get ready to follow the money.
See omnystudio.com/listener for privacy information.
- Laat meer zien
