Money and Me: TSMC, the unwinding of a popular equity strategy and the debate over slowing EV sales and implications for Tesla
How will Taiwan's earthquake rock semiconductor supply chains? Is the "buy India sell China" trade unwinding? Are global EV sales falling? What could make this investor want to hang with sheep in New ...
4 Huhti 202425min
Market View: Semiconductor supply chains and the quake in Taiwan, Disney, Amazon, Levi's, Dell, Apple, Samsung, AEM, OCBC, Singtel, Tesla
Apart from the human impact, Taiwan is the world's largest producer of semiconductors. How could the quake impact the world's epicentre of the chip development? Have activist investors lost the battle...
4 Huhti 202424min
Read: Will this book help you get "Lighter"?
What's precision health coaching? What do kindness and acceptance have to do with weight loss? Why does fasting work well for some but not for others? Karen Foote and Michele Scherr, co-authors of Lig...
3 Huhti 202421min
Money and Me: More than 5% yield? Why are money market funds popular?
What is a money market fund? Should you keep your emergency fund in one one? How safe are these instruments? Michelle Martin finds out with Christopher Tan, CEO, Providend.See omnystudio.com/listener ...
3 Huhti 202418min
Market View: Microsoft will stop bundling teams, US stocks under pressure, Walt Disney, Country Garden, UBS, Intel, Lego, Tesla
Big Tech and Microsoft are in focus. Why have US stocks came under significant selling pressure overnight? How could the battle for the board impact Disney's share price? Lego, Tesla Intel and a look ...
3 Huhti 202419min
Money and Me: Manulife US REIT where could it be heading? Are we at the tail end of the down cycle for S-Reits?
Who are the S-REITs winners and losers of Q1 2024? How should investors be reading Manulife US REIT's management change? And where can we find attractive opportunities in Japan-exposed S-REITs? Michel...
2 Huhti 202419min
Market View: Emerging markets inflows, Golds record rates, Markets and rate cuts, UPS, FedEx, PVH, Xiaomi
Where are funds flows for cheap developing stocks heading towards? Why has gold hit new highs? Will markets continue the march up if there are no rate cuts soon? Will the F1 owner step up to greater h...
2 Huhti 202414min
Money and Me: Rental prices are falling
What is pushing down rental prices in Singapore? Which sectors are seeing the most significant falls? How much can tenants be bargaining off their rent? What is an investor of a rental property to do ...
1 Huhti 202423min
