Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

United Overseas Bank has surged back into favour as investors reassess Singapore’s banking sector after months of caution. Michelle Martin and Ryan Huang unpack why UOB’s provisioning fears have eased and what rising target prices signal for bank valuations.

They examine JPMorgan’s “sell list” and what it reveals about pockets of risk in an otherwise resilient market.

The conversation widens to US markets, where Intel’s plunge and a heavy earnings calendar - from Apple to Tesla - shape sentiment.

In UP or DOWN, they assess developments at TikTok, Berkshire Hathaway, USA Rare Earth and Frasers Centrepoint Trust.

Market View is hosted by Michelle Martin with Ryan Huang.

Join the conversation, featuring companies including UOB, DBS, OCBC, Intel, Apple, Microsoft, Meta, Tesla, Berkshire Hathaway, TikTok and Yangzijiang Shipbuilding.

See omnystudio.com/listener for privacy information.

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Market View: Oil Shock, LNG Squeeze & Defense Rally — Who Wins the Middle East War Trade?

Market View: Oil Shock, LNG Squeeze & Defense Rally — Who Wins the Middle East War Trade?

Oil is surging, LNG flows are threatened, and defense stocks are flying - but are markets underestimating the inflation shock? In this episode of Market View, hosted by Michelle Martin , we unpack how...

3 Maalis 20min

As War Spreads Across the Middle East, are there possible SEA stock winners?

As War Spreads Across the Middle East, are there possible SEA stock winners?

When oil spikes and planes are grounded, markets move fast - and so should you. As Middle Eastern airport hubs shut and global airlines reroute, we unpack what escalating Iran-US-Israel tensions mean ...

2 Maalis 6min

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March? As US-Israel strikes on Iran and retaliation across the Gulf ...

2 Maalis 16min

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack h...

2 Maalis 22min

Money and Me: Where is smart investor money going?

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where i...

27 Helmi 21min

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, w...

27 Helmi 24min

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Helmi 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

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