Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dominance.

Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign.

Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets.

This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Money and Me: S-REITs vs Banks – Is It Time to Rotate?

Money and Me: S-REITs vs Banks – Is It Time to Rotate?

S-REITs are on a winning streak — how early in the cycle are we? Is the run sustainable? Hosted by Michelle Martin, this episode features Kenny Loh, Wealth Advisory Director and one of Singapore’s lea...

13 Elo 202519min

Market View: Sea’s 400% Surge, Yangzijiang’s Big Sale, and StarHub’s Broadband Bet

Market View: Sea’s 400% Surge, Yangzijiang’s Big Sale, and StarHub’s Broadband Bet

Sea Limited stuns with a 400% earnings surge — is Shopee’s dominance and Monee’s rapid growth setting up more gains ahead? Hosted by Michelle Martin with Ryan Huang, this episode unpacks the drivers b...

13 Elo 202527min

Money and Me: Which of the 3  Singapore Banks is a future thriver?

Money and Me: Which of the 3  Singapore Banks is a future thriver?

Three banks, three sets of earnings — but only one clear standout. DBS defied expectations with stronger Q2 profits, while UOB and OCBC faced headwinds. Hosted by Michelle Martin, this episode with Ti...

12 Elo 202526min

Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge

Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge

A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer. Hosted by Michelle Martin with Ryan Huang, th...

12 Elo 202522min

Money and Me: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?

Money and Me: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?

Chinese companies are eyeing the region to expand their markets amid this trade war. Today on Money and Me, Michelle Martin takes you to a story quietly gathering momentum — one that could redefine As...

11 Elo 202522min

Market View: Goldman’s Diverse Stock Picks, US Valuations, and Hyflux Trial

Market View: Goldman’s Diverse Stock Picks, US Valuations, and Hyflux Trial

Will Shake Shack serve up more gains or get grilled by the market? Hosted by Michelle Martin with Ryan Huang, today’s Market View takes you inside Goldman Sachs’ latest “buy” list, featuring Shake Sha...

11 Elo 202524min

Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Tighter rules are reshaping the property game in Singapore. From the High Court ruling that 99-1 ownership splits can be deemed tax evasion, to the Housing Development Board’s new Prime and Plus flat ...

8 Elo 202519min

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

A geopolitical jolt, corporate earnings swings, and a moonshot in energy — this Market View has it all. US President Donald Trump is calling for Intel CEO Lip-Bu Tan’s resignation, stoking US-China te...

8 Elo 202526min

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