Market View: Powering AI and Profits - From Oil Giants to Data Titans
Big Oil meets Big Tech - as ExxonMobil and Chevron beat Wall Street expectations while pivoting toward powering AI’s next frontier. Join the market ride from ExxonMobil and Chevron’s earnings to the A...
3 Marras 202523min
Read: Mastering Private Equity by Claudia Zeisberger
What happens when the private equity boom meets a world of higher rates and lower liquidity? INSEAD Professor Claudia Zeisberger returns with a rewritten edition of Mastering Private Equity for a new ...
10 Loka 202525min
Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets
Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low...
10 Loka 202514min
Market View: The Debasement Trade and Hong Kong’s $14B Bet
Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “deba...
10 Loka 202524min
Money and Me: Beyond Macro Fears – Finding Value in Asian Equities
Can Asia’s economic resilience and the AI revolution shield its markets from U.S. political turbulence? Morningstar’s Kai Wang joins Michelle Martin to break down where the real long-term value lies i...
8 Loka 202518min
Market View: Gold Breaks $4,000 — What It Signals for Investors
Gold smashes through the $4,000 mark for the first time ever, igniting debate over whether this is a 1970s-style inflation hedge moment or a sign of fear overtaking fundamentals. Michelle Martin break...
8 Loka 202514min
Money and Me: SSB investors - what's next?
What would you do if $129,600 landed back in your account overnight? Hosted by Michelle Martin, this episode dives into the maturity of Singapore’s first-ever 10-year Savings Bond and what investors m...
7 Loka 202524min
Market View: Integrating AI & Software in Style
OpenAI doubles down on the AI arms race - first Nvidia, now AMD. But what does a trillion-dollar chip war mean for investors? Hosted by Michelle Martin, this episode breaks down OpenAI’s new stake in ...
7 Loka 202515min
