Market View: YTD Market narrative, S&P 500 Index & Euro Stoxx 50 index rebalancing, Dell, Netflix, City Developments, Mapletree Logistics Trust, Keppel REIT replaces Olam, Country Garden Ringgit Bond Coupon

Market View: YTD Market narrative, S&P 500 Index & Euro Stoxx 50 index rebalancing, Dell, Netflix, City Developments, Mapletree Logistics Trust, Keppel REIT replaces Olam, Country Garden Ringgit Bond Coupon

Moving into the last 4 months of 2023, what does the market narrative currently look like? What are the key changes to the S&P 500 indices and Euro Stoxx 50 during this period of index rebalancing? And will Country Garden Holdings’ wired ringgit bond coupon be enough to steer the company away from a possible default? Michelle Martin and Ryan Huang find out.

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Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March? As US-Israel strikes on Iran and retaliation across the Gulf ...

2 Maalis 16min

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack h...

2 Maalis 22min

Money and Me: Where is smart investor money going?

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where i...

27 Helmi 21min

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, w...

27 Helmi 24min

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Helmi 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Helmi 29min

Market View: Banks, Planes & Political Signals

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...

25 Helmi 23min

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