Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space
What happens when courts override presidents and investors exhale? Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk. Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high? Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more. Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race. Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.See omnystudio.com/listener for privacy information.
29 Touko 202525min
Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles
Global markets are reacting to a legal thunderbolt: Trump’s ‘reciprocal tariffs’ have been struck down by a U.S. court. Investors are cheering, with futures surging and the “TACO Trade” catching headlines again. Nvidia stuns with $18.8B in earnings despite a $2.5B China hit, while Cadence and Synopsys tumble on export controls. Seatrium sees orders shrink but its stock rides high this month. Airbus faces a 3-year delay backlog, Abercrombie soars, and Saab pivots from cars to warships. Hosted by Michelle Martin with Ryan Huang — featuring Nvidia, Seatrium, Cadence, Synopsys, Abercrombie & Fitch, Airbus, Saab, mm2 Asia, ThaiBev, DBS, UOB, Jardine Cycle & Carriage, and Tesla.See omnystudio.com/listener for privacy information.
29 Touko 202525min
Money and Me: The Rise of the Fractional Leader — Can Fractional Execs Deliver Full-Time Impact?
What if the future of leadership is not full-time at all? Cassandra Ong turned the sting of a layoff into a new company banking on a new way to work. Now founder of OtterHalf, she’s helping brands scale smart with fractional CMOs. Find out why agile leadership is taking off in Asia, especially in tech and marketing. We break down how companies are trimming payrolls without trimming performance. Hosted by Michelle Martin, with guest Cassandra Ong of OtterHalf.See omnystudio.com/listener for privacy information.
28 Touko 202519min
Market View: Xiaomi Surges, PDD Stumbles & AI Stock Picks for China
Markets rally as Asia-Pacific indices mirror Wall Street’s gains. Xiaomi’s profits surge 65%—but why are its shares still down? PDD Holdings disappoints investors, sending its stock tumbling 13%. Morgan Stanley and HSBC name top AI stocks to watch in China. Salesforce makes a bold $8B move for Informatica—what's the strategy? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: Xiaomi, PDD Holdings, BYD, Alibaba, Baidu, Gushengtang, Bairong, Sangfor, Salesforce, Informatica, Tencent, Trump Media, Boustead, Sinarmas Land, ST Engineering, SATS, Jardine Matheson.See omnystudio.com/listener for privacy information.
28 Touko 202522min
Influence: The Italian Wine Revival in Asia’s Glass
Is the next big thing in wine... something ancient? Jessica Anne Tan, Vinitaly Italian Wine Ambassador, joins Michelle Martin to explore Asia’s growing thirst for heritage varietals. Discover why grapes like Albana, Bellone, and Schioppettino are making a comeback. Learn about a white wine made from a red grape and why it might go well with your hokkien mee. Hear what’s trending at Vinexpo Asia 2025 and where Singapore fits in the future of wine. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
23 Touko 202521min
Money and Me: Navigating Singapore’s Property Hotspots
Are one- and two-bedders the new darlings of Singapore’s property scene? Sales at One Marina Gardens and Bloomsbury Residences hint at evolving investor appetites. Is Media Circle the next Buona Vista, and are expats and landlords already moving in? Plus, the ultra-rich flock to 21 Anderson—why this project is pulling in $23M buyers. Get the latest on buyer psychology, luxury demand, and market signals in the RCR. Hosted by Michelle Martin with Eugene Lim, Key Executive Officer at ERA Singapore.See omnystudio.com/listener for privacy information.
23 Touko 202517min
Market View: Tariffs, Bitcoin & Big Birds
A U.S. tiremaker gets a turbo boost from Trump’s tariffs — is Goodyear the market’s next big gainer? Bitcoin climbs above $110K — are crypto miners and trading platforms set to ride the next wave? Meet the Chinese EV brand that just beat BMW and Tesla — and it’s not BYD. Plus: Sesame Street finds a new home, and Ralph Lauren polo sales soar. Also in focus: Sunrun, SingTel, Yangzijiang Shipbuilding, Xiaomi, Delfi, Mara Holdings, Hongkong Land. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
23 Touko 202524min
Influence: Crave’s Dr Abdul Malik Hassan on Building Singapore’s Favourite Nasi Lemak Brand
From humble hawker stall to national brand—how do you scale soul food? Dr Abdul Malik Hassan turned a family legacy into over 30 Crave outlets across Singapore. He shares how filial piety, smart strategy, and sheer perseverance shaped his journey. Discover the turning points, challenges, and bold pivots behind Crave’s success. Get hard-won advice for aspiring entrepreneurs building from tradition. Hosted by Michelle Martin with guest Dr Abdul Malik Hassan, Founder of Crave.See omnystudio.com/listener for privacy information.
22 Touko 202522min
