Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge?

In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 marks a structural re-rating of Singapore equities or a cyclical rebound fuelled by policy tailwinds.

With Jason Saw, Group Head of Investment Banking at CGS International, we unpack Budget 2026’s S$1.5 billion EQDP top-up and the new Anchor Fund - and what they mean for price discovery and pre-IPO pipelines.

We explore how improving breadth - with more small- and mid-cap counters trading above S$1 million daily - signals deeper liquidity and broader participation.

The conversation turns to sector leadership: banks, offshore oil & gas, construction, AI-linked plays, and real estate - where fundamentals and sentiment intersect.

We assess whether rising IPO activity and corporate actions point to sustainable issuer confidence across primary and secondary markets.

Finally, we ask how investors can “read” momentum cycles to gauge when expansion gives way to consolidation.

See omnystudio.com/listener for privacy information.

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Money and Me:  The Inflation Fighter Bond and The AI-fueled comeback story of MSFT

Money and Me: The Inflation Fighter Bond and The AI-fueled comeback story of MSFT

At a corner of the bond market lies a niche instrument that allows for both your principal and coupons to move upwards with the Consumer Price Index. Michelle Martin and Willie Keng, Founder of Divide...

26 Maalis 202525min

Market View: SAP, Novo Nordisk, LVMH, GameStop, MicroStrategy, Bitcoin, Chagee, DFI Retail, Frasers Centrepoint Trust, OUE, Filmgarde, Super Hi, SGX, Yangzijiang, DBS, Venture Corp, ThaiBev, Napster

Market View: SAP, Novo Nordisk, LVMH, GameStop, MicroStrategy, Bitcoin, Chagee, DFI Retail, Frasers Centrepoint Trust, OUE, Filmgarde, Super Hi, SGX, Yangzijiang, DBS, Venture Corp, ThaiBev, Napster

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading in the green this morning, amid hopes of lighter Trump tariffs. Hosted by Michelle Martin with Ryan Huang, the duo discuss...

26 Maalis 202524min

Money and Me: How to Get into Medical School - The First Crucial Steps

Money and Me: How to Get into Medical School - The First Crucial Steps

Do you really need to be brilliant at maths and science in Primary School or is another foundational skill more important? What do those assessing medical school applications really look out for and h...

25 Maalis 202524min

Market View: DFI Retail, Macrovalue, Tesla, BYD, CK Hutchison, Xiaomi, Keppel DC REIT, ESR REIT, 23andMe, CapitaLand, Jardine Matheson, Yangzijiang Shipbuilding, Disney

Market View: DFI Retail, Macrovalue, Tesla, BYD, CK Hutchison, Xiaomi, Keppel DC REIT, ESR REIT, 23andMe, CapitaLand, Jardine Matheson, Yangzijiang Shipbuilding, Disney

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street's rally overnight. Hosted by Michelle Martin who speaks with Ryan Huang, this episode unpacks DFI ...

25 Maalis 202524min

Market View: Hosen Group, Audience Analytics, Stoneweg European REIT, OCBC, CoreWeave, Nvidia, Microsoft, OpenAI, Boeing, Lockheed Martin, Meituan, Singapore Airlines, BYD, Yangzijiang Shipbuilding, Sembcorp Industries, ST Engineering, Meta

Market View: Hosen Group, Audience Analytics, Stoneweg European REIT, OCBC, CoreWeave, Nvidia, Microsoft, OpenAI, Boeing, Lockheed Martin, Meituan, Singapore Airlines, BYD, Yangzijiang Shipbuilding, Sembcorp Industries, ST Engineering, Meta

Join Michelle Martin on her tour of markets! This episode dives into director deals at Hosen Group, Audience Analytics, and Stoneweg European REIT. Michelle and Ryan explore CoreWeave’s high-stakes IP...

24 Maalis 202526min

Money and Me: Unlocking consistent returns in Singapore's competitive property landscape

Money and Me: Unlocking consistent returns in Singapore's competitive property landscape

HDB resale affordability is top of mind - are million-dollar flats the norm or the outliers? What could cash rich HDB upgraders move on to? What are your choices if you are looking at this moving pict...

24 Maalis 202523min

Money and Me: Looking Inside Singaporeans Wallets

Money and Me: Looking Inside Singaporeans Wallets

Singaporeans are investing, but earning just 0.4% returns. Are we risk averse? With fixed income rates coming down, what are the risk-averse likely to look at? Plus Michelle Martin and her guest Tim P...

21 Maalis 202526min

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with...

21 Maalis 202524min

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