Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take on the greatest investing lessons from Charlie Munger. Then, Michelle and Arun discuss the outlook for US Fed cut interest rates in 2024 and which country's stock markets show reason to cheer in 2024?

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Money and Me: Nvidia and AI, US fixed income allocation, Worldcoin cryptocurrency

Money and Me: Nvidia and AI, US fixed income allocation, Worldcoin cryptocurrency

Could AI do to Nvidia what the dot-com boom did to Sun Microsystems? How much risk should one take while investing in AI? And should the dominant allocation for investors still be fixed income even af...

10 Elo 202322min

Market View: Country Garden in crisis, China slides into deflation, Disney, Roblox, DBS, Singapore Land, ThaiBev, SGX, BHG Retail REIT, Prime US REIT, Wegovy’s landmark trial

Market View: Country Garden in crisis, China slides into deflation, Disney, Roblox, DBS, Singapore Land, ThaiBev, SGX, BHG Retail REIT, Prime US REIT, Wegovy’s landmark trial

Worries about China’s real estate sector are coming to the forefront again… Could Country Garden be a repeat of China Evergrande’s default? And with obesity drugs helping people eat less, which food c...

10 Elo 202318min

Money and Me: Which 3 banks could benefit from Asia’s growth story?

Money and Me: Which 3 banks could benefit from Asia’s growth story?

Which 3 banks owned by Singapore’s sovereign wealth fund stand out?  Will UOB’s exclusive Taylor Swift ticket sales bump up their stock? Michelle Martin speaks to Tim Phillips, Head of Content & Inves...

8 Elo 202323min

Market View: REITs, SIA, US Markets, OUE Saudi Aramco, Tesla, Palantir

Market View: REITs, SIA, US Markets, OUE Saudi Aramco, Tesla, Palantir

What will be the hardest part of the Sabana REIT transition? Why are Elite Commercial REIT and Paragon REIT reporting big drops in DPU? What does the US Treasury volatility mean for the economy? Miche...

8 Elo 202321min

Money and Me: Where are interest rates going and what are the implication of Fitch downgrading US credit?

Money and Me: Where are interest rates going and what are the implication of Fitch downgrading US credit?

Why did Fitch decide to cut the US credit rating and what should an investor think about before investing in China given the current economic situation? Michelle Martin speaks to Cheng Chye Hsern, Hea...

7 Elo 202318min

Market View: Berkshire Hathaway, US Markets, Chinese stocks, Sabana Reit, Toyota, X, Vibrant Group

Market View: Berkshire Hathaway, US Markets, Chinese stocks, Sabana Reit, Toyota, X, Vibrant Group

What are the driving factors behind the slowdown of Berkshire Hathaway’s share buybacks? What’s on the radar for the week ahead? How are Chinese Markets shaping up? Michelle Martin unwraps these detai...

7 Elo 202321min

Read: "LIVE" with novelist Tan Twan Eng

Read: "LIVE" with novelist Tan Twan Eng

Literary supernova Tan Twan Eng talks about how he works and his latest book "The House of Doors" which has been nominated for the Booker Prize in this live conversation with his superfan Michelle Mar...

7 Elo 202323min

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

What stands out from OCBC’s earnings? Which Singapore Bank - DBS, UOB or OCBC is performing the best? Apple or Amazon, which company is reporting better profits and why? Michelle Martin and Ryan Huang...

4 Elo 202320min

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