Market View: Starbucks, Fast food, consumer retail, McDonald's Yum, Super Micro, AMD, Interest Rates, Tesla, Google, Viking, SIA, Seatrium, Jardine Cycle and Carriage, DFI Retail

What if Singapore’s next big winners aren’t in the STI - but quietly sprinting just beside it asks Michelle Martin, as she explores the rise of the new iEdge Singapore Next 50 indices. This mid-cap cluster - from ComfortDelGro to Sheng Siong and PropNex - is filled with familiar names but how has it done relative to the STI? PhillipCapital’s Dan Chang joins us to decode why investors are warming to mid-caps across logistics, data centres, hospitality and industrials. We break down how to evaluate mid-cap fundamentals, manage volatility, and decide between index exposure and selecting winners. If you’ve overlooked Singapore’s mid-caps, this episode might just rewrite your playbook.See omnystudio.com/listener for privacy information.

21 Marras 202519min

Walmart just sent a signal about the state of the US shopper - and it’s not what you may think. Michelle Martin and Ryan Huang unpack Walmart’s blockbuster quarter, surging e-commerce momentum, and its dramatic leap from NYSE to NASDAQ. Then it’s UP or DOWN time: from Gap’s denim-fuelled revival to Bath & Body Works’ earnings stumble. Markets whiplash on Nvidia’s stunning numbers while ByteDance and Hongkong Land paint very different pictures. Plus, Labubu - the tiny monster with a huge cult following - is heading to Hollywood. Will this toy break the movie curse?See omnystudio.com/listener for privacy information.

21 Marras 202522min

AI-enhanced investing meets Singapore’s $5B market catalyst - and Manulife is at the centre of both. Singapore’s equity markets just received a major boost as MAS appointed Manulife IM among six global managers under its $5-billion Equity Market Development Programme. At the same time, Manulife is rolling out a powerful new AI engine that slashes analyst review time by up to 80%, redefining how investment teams generate insights and assess risk. We unpack what AI-driven public-markets investing really looks like and 2026 positioning.with Colin Purdie, Global CIO of Public Markets at Manulife Investment Management. Plus: the overlooked risks and hidden opportunities investors may be missing. All this and more - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

20 Marras 202519min

Global real estate is finally stabilising - but the opportunities and risks are not where most investors think. As 2025 closes, the real estate cycle is shifting: interest-rate steadiness, gradual price discovery, and a cautious return of transactions. Michelle Martin speaks with Keith Ong, CEO of RealVantage, to decode what this means for investors in 2026. We unpack capital-market signals, and the foreign-buyer landscape Plus, sector picks for 2026 - from data centres to senior living - and the risks investors still underestimate across the US, Australia, UK and Asia. All this and more, hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

20 Marras 202522min

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market sentiment. Nvidia just delivered one of the most closely watched earnings results of the year - and the AI giant did not disappoint. Market View dives into Nvidia’s 65% profit surge and what it signals for the broader AI trade. We run through a tech-heavy Up or Down round featuring Palo Alto Networks and Block. Target cuts its profit outlook as US consumers tighten spending. Nokia, Xiaomi and SGX headline Round 2 as the AI infrastructure story accelerates. All this and a check-in on the STI - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

20 Marras 202522min

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors. Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch. Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook. Hosted by Michelle Martin, with insights investors need as volatility returns.See omnystudio.com/listener for privacy information.

19 Marras 202518min

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as the Hong Kong-listed giant trades at a hefty premium. Who may hold? Why could others cash out. In the US, which of the Mag 7 are sliding? As the AI trade unravels, Apple is standing out as a relative outperformer. Meta scores a decisive win against the FTC, and Cloudflare, Baidu, PDD and Nio take the spotlight in our UP or DOWN segment. Listen as Michelle Martin with Ryan Huang, parse the mixed signals across tech and China names.See omnystudio.com/listener for privacy information.

19 Marras 202524min

What risks may be hiding behind the “democratisation of PE” narrative? Tim Phillips of TimTalksMoney breaks down liquidity traps, private-credit ETFs, and the red flags every investor should spot. Then we shift to the big retail question: Can you build your entire retirement plan using ETFs alone? We compare ETF-only strategies for a 35-year-old with $50K versus a 55-year-old with $500K. All this and more, in Money and Me hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

18 Marras 202525min