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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Market View: US AI curbs on China, Sembcorp bet on renewable energy, Intel, Nike, Euro, SingPost, Keppel DC REIT, Yangzijiang Shipbuilding

Market View: US AI curbs on China, Sembcorp bet on renewable energy, Intel, Nike, Euro, SingPost, Keppel DC REIT, Yangzijiang Shipbuilding

Who are the winners & losers of US’s latest AI curbs on China? How should investors think about Sembcorp’s big bet on renewable energy? Find out with Michelle Martin and Ryan Huang as they break down ...

3 Joulu 202422min

Money and Me: Unicorns, Hype and Bubbles

Money and Me: Unicorns, Hype and Bubbles

Dr Jeffrey Funk discusses his 6th book with Michelle Martin. The book is a compelling analysis of why startups today are struggling compared to those of 30 years back. Jeff and Michelle discuss overhy...

2 Joulu 202422min

Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into share buybacks by Singapore blue chips like DBS, CapitaLand, and Yangzijiang Financial,...

2 Joulu 202423min

Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

How should investors be reading Japan’s latest inflation data? Why are some stocks cheering on the US' escalation of their crackdown on Beijing’s tech ambitions? And where can you find investment oppo...

29 Marras 202426min

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed, with gains in Sydney, bearish sentiment in Tokyo, and flat movement in Seoul. Hosted by Michelle Martin, who chats ...

28 Marras 202422min

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

What do the latest set of minutes suggest about the trajectory of the Fed’s interest rate policy path? How are markets reacting to Trump’s news of tariffs? And why are retail investors cashing out of ...

27 Marras 202421min

Money and Me: How is Tokenization taking off in Asia?

Money and Me: How is Tokenization taking off in Asia?

Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there wi...

26 Marras 202425min

Read: What Went Wrong with Capitalism by Ruchir Sharma

Read: What Went Wrong with Capitalism by Ruchir Sharma

Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts,...

26 Marras 202419min

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