Market View: Berkshire After Buffett, China’s AI Exporters & Wall Street’s Consumer Test

Market View: Berkshire After Buffett, China’s AI Exporters & Wall Street’s Consumer Test

What does investing like Warren Buffett look like now that the Oracle of Omaha has retired?

Michelle Martin follows the money at Berkshire Hathaway as the Greg Abel era takes shape, with fresh bets on US housing and a bigger position in Alphabet. What might Berkshire be seeing in a difficult housing market, and is its growing appetite for tech really such a departure from the Buffett playbook?

In China, Goldman Sachs is looking beyond the usual AI names to companies supplying the hardware behind the boom. Could printed circuit boards, data centres and robotics components offer another way into the AI trade - and how much should investors factor in geopolitics?

On Wall Street, Home Depot, Target, Lowe’s and Walmart put the American consumer under the microscope, while minutes from the Federal Reserve’s divided July meeting could offer clues on where rates go next.

Plus, Michelle goes Up or Down on Stripe’s US$7 billion OpenRouter deal, WuXi AppTec after its huge rally and Alibaba as Qwen passes three billion downloads.

And why are Chinese consumers more optimistic about AI than Americans? Where might Singapore sit? Finally, Spider-Man crosses US$2 billion as Hollywood rediscovers the power of the big-screen blockbuster.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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What Singapore Is Reading: Michelle's Picks From the The Straits Times Weekly Bestsellers Aug 15

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Money and Me: Proposed En Bloc Rules : Could Your Condo Be Next?

Money and Me: Proposed En Bloc Rules : Could Your Condo Be Next?

Singapore is proposing significant changes to its en bloc rules, potentially making it easier for some ageing developments to be sold collectively - even when a sizeable group of owners wants to stay....

17 Elo 24min

Market View: Reddit’s S&P 500 Boost, AMD’s $5 Billion AI Bet & Olam’s Profit Puzzle

Market View: Reddit’s S&P 500 Boost, AMD’s $5 Billion AI Bet & Olam’s Profit Puzzle

Wall Street hits another record as inflation cools and oil prices fall - but where are the real opportunities for investors? Michelle Martin breaks down Reddit’s jump on joining the S&P 500, Workday’s...

14 Elo 16min

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Can a song do more than lift your mood? Music therapy is increasingly being used alongside medical care to help people living with cancer manage pain, anxiety, nausea, sleep problems and difficult emo...

14 Elo 24min

Money and Me: Banks did well, but which did best? Singapore's new ETF and a closer look at investing in AI infrastructure

Money and Me: Banks did well, but which did best? Singapore's new ETF and a closer look at investing in AI infrastructure

Singapore’s banks are delivering record results, but with wealth management increasingly driving growth, which of DBS, OCBC and UOB offers the strongest investment case? Michelle Martin speaks with Al...

14 Elo 24min

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ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here? Michelle Martin breaks down the numbers and what investors should be watc...

13 Elo 12min

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What would make you put work and routine on hold, take your three young children out into the world, and spend a year travelling together? Daniel Ng and Gina Cheong, co-founders of Aww Media, decided ...

13 Elo 23min

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