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?

See omnystudio.com/listener for privacy information.

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Reopening winners , US forecasts and corporate taxes

Reopening winners , US forecasts and corporate taxes

What has been the impact of the opening up on Singapore Airlines and other companies in tourism and hospitality? What will the impact of Malaysia restarting inter-state travel after hitting vaccinatio...

11 Loka 202118min

Market View Minutes with Michelle: Pills and Vaccines

Market View Minutes with Michelle: Pills and Vaccines

Michelle Martin looks at the new pills and how that could impact the ecosystem of companies involved in the treatment of Covid given what some investment houses are overweight on.See omnystudio.com/l...

11 Loka 20212min

Chinese markets reopen and tech stocks surge, MindMaze raises funds of 1.5 billion USD, jobless claims in the US decline, Pfizer for kids, Tesla, TDCX, ST Telemedia and Lendlease

Chinese markets reopen and tech stocks surge, MindMaze raises funds of 1.5 billion USD, jobless claims in the US decline, Pfizer for kids, Tesla, TDCX, ST Telemedia and Lendlease

Why have Chinese tech stocks surged the most since August after hitting new lows? What do you make of Hong Kong stocks that are undervalued? What does DiCaprio-backed MindMaze which has been said to ...

8 Loka 202116min

INSEAD - First business school to join the UN HeForShe Alliance

INSEAD - First business school to join the UN HeForShe Alliance

What does being part of the UN alliance translate into in real terms? How does a high performance ecosystem like INSEAD embody diversity? Michelle Martin finds out in conversation with Ilian Mihov, De...

8 Loka 202131min

Market View Minutes with Michelle:

Market View Minutes with Michelle:

On Market View Minutes, Michelle Martin discusses where to look to make good defensive investments and find dividend yields. See omnystudio.com/listener for privacy information.

8 Loka 20212min

Company spotlight : SMI Vantage and crypto mining

Company spotlight : SMI Vantage and crypto mining

Michelle Martin and Mark Bedingham, President and CEO of SMI Vantage Ltd what institutional and retail investors can expect from the company, the capabilities of its new mining rigs and prospects for ...

8 Loka 20217min

Why we should stay calm about the US China's COVID zero policy and it’s ramifications. Microsoft and Facebook.

Why we should stay calm about the US China's COVID zero policy and it’s ramifications. Microsoft and Facebook.

Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss whether investors should be concerned about US markets, China's COVID zero policy, Microsoft as a buying opportunity, Facebook's wh...

7 Loka 202130min

Evergrande and Chinese Estates, Moody's downgrades ST Engineering rating,  Merck's anti viral pill, Fragrance Group, GM

Evergrande and Chinese Estates, Moody's downgrades ST Engineering rating, Merck's anti viral pill, Fragrance Group, GM

What is China Estates doing and how are they caught up in the Evergrande saga? Why did Moody's downgrade ST Engineering's baseline credit? What is Merck's deal with Singapore for antiviral pills? Mich...

7 Loka 202116min

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