Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing?

Hosted by Michelle Martin, we unpack the Singapore investment giant's AI-driven strategy as its portfolio surpasses S$400 billion.

We also examine how rising oil prices, Fed uncertainty and geopolitical tensions are rattling global markets, while more than two-thirds of technology stocks have slipped into correction territory.

Plus, why Levi Strauss is outperforming expectations by reinventing denim for a new generation of consumers.

In our Up or Down segment, we look at Broadcom, Apple, SpaceX, Luxshare, and South Korean equities to find out where momentum is building - and where investors are losing confidence.

See omnystudio.com/listener for privacy information.

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LIVE WELL WITH MICHELLE: Can this simple move change your mood?

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

9 Heinä 27min

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

9 Heinä 33min

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

8 Heinä 10min

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market ...

8 Heinä 21min

LIVE WELL WITH MICHELLE : How can you tell if you can trust your supplement?

LIVE WELL WITH MICHELLE : How can you tell if you can trust your supplement?

Health supplements in Singapore do not require pre-market approval, so what does that mean for shoppers? We unpack how to read labels, assess dosage, interpret claims like "natural" and "clinically pr...

8 Heinä 21min

Market View: The AI Gold Rush's Hidden Winners - Why Samsung, SK Hynix and Microsoft's Next Moves Matter to Investors

Market View: The AI Gold Rush's Hidden Winners - Why Samsung, SK Hynix and Microsoft's Next Moves Matter to Investors

What if the biggest fortunes in AI aren't being made by the companies building chatbots - but by those supplying the memory behind them? South Korea's tech giants Samsung and SK Hynix are riding an un...

7 Heinä 12min

LIVE WELL WITH MICHELLE: Men Die Younger; The One Conversation That Could Add Years to Your Life

LIVE WELL WITH MICHELLE: Men Die Younger; The One Conversation That Could Add Years to Your Life

Why do so many men wait until they're sick before taking their health seriously - and what could that hesitation be costing them? Men in Singapore still die years earlier than women, even though many ...

7 Heinä 18min

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