Market View : The MAGA trade stock that is 2200 % up, which stocks could manage the tariff threat best?

Market View : The MAGA trade stock that is 2200 % up, which stocks could manage the tariff threat best?

Join Michelle Martin on her tour of markets!

Asia-Pacific markets trade mixed as investors brace for a new wave of US tariffs.
MIchelle Martin and Ryan Huang discuss Trump’s “Liberation Day” tariffs and their impact on Ferrari, GM, and consumer brands.

JPMorgan’s ‘Trade War’ stock picks, big moves by Keppel and KIT, and Intel’s restructuring also make headlines.

Plus, Xiaomi’s EV crisis, a huge debut for Newsmax, and a literary win for Suzanne Collins wrap the show.

See omnystudio.com/listener for privacy information.

Jaksot(3569)

Influence: Professor Alfred Schipke on opportunities and risks of a fractured global order

Influence: Professor Alfred Schipke on opportunities and risks of a fractured global order

Global order is shifting - how can Southeast Asia seize opportunity amid uncertainty? Hosted by Michelle Martin with Prof Alfred Schipke, Professor of the Practice of International Finance at the Lee Kuan Yew School of Public Policy and Director of the East Asian Institute at NUS. Ahead of the FutureChina Global Forum’s Opening Plenary, Prof Schipke shares insights on China’s economic balancing act, weak demand, and property overhang. He explores ASEAN’s role as a neutral investment harbour in a fractured global landscape. From tariffs reshaping supply chains to China’s AI and digital ambitions, what lies ahead for policy and business leaders? Hear what 600 delegates at FCGF 2025 will be asking as the world in flux redraws opportunities and risks.See omnystudio.com/listener for privacy information.

15 Syys 18min

Money and Me: How do investors make moves when markets seem only to be moving higher?

Money and Me: How do investors make moves when markets seem only to be moving higher?

A record jobs revision, inflation still sticky, and yet markets soar - what’s going on? Hosted by Michelle Martin, this episode connects the dots with Simon Ree, Founder of Tao of Trading. From the latest PPI and CPI data to the Fed’s looming rate cut decision, we ask if investors should brace for volatility or ride the bull. Is the S&P 500 in bubble territory as valuations stretch to dot-com levels? What does Oracle’s massive surge reveal about AI-driven optimism? And will September seasonality deliver its usual bearish sting, or prove a myth this year? See omnystudio.com/listener for privacy information.

15 Syys 14min

Market View: Should we follow the lead of directors buying or selling?

Market View: Should we follow the lead of directors buying or selling?

Who’s buying, who’s selling, and what can investors learn from director deals? Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into insider moves at Kingsmen Creatives, Nam Cheong, and TOTM Technologies. The team also explores the SPAC revival on Wall Street and fresh IPO buzz. From Armani’s surprising succession twist to market movers like SK Hynix, Pfizer, Moderna, and SingPost, the episode connects global and local threads. Plus, an STI check-in with winners and laggards like UOL Group, UOB, Thai Bev, and SingTel. Don’t miss the ‘Last Word’ on the Emmy Awards and CBS’s high-stakes gamble. See omnystudio.com/listener for privacy information.

15 Syys 26min

Money and Me: The ILP Debate – Promise or Pitfall?

Money and Me: The ILP Debate – Promise or Pitfall?

Are investment-linked plans really balancing protection and wealth growth? Hosted by Michelle Martin. ILPs now make up 43% of new life insurance sales, but complaints have surged alongside. Regulators are considering classifying them as complex products by December 2025. Christopher Tan, CEO of Providend, joins Michelle to unpack how ILPs have evolved with bonuses and fund choices. Are costs still a dealbreaker despite fat bonus sweeteners? And should investors keep insurance and investments separate?See omnystudio.com/listener for privacy information.

12 Syys 20min

Market View: Spin-Off Fever, Meme Stock Buzz & STI Movers

Market View: Spin-Off Fever, Meme Stock Buzz & STI Movers

Spinoffs are heating up Singapore markets! Hosted by Michelle Martin. Hear more about Centurion and LHN shares jumping. In the US, JPMorgan spotlights Krispy Kreme, Opendoor, Rocket Mortgage, and Kohl’s as the latest meme stock darlings. We play UP or DOWN with Gemini, Adobe, Oracle, and Low Keng Huat. The STI closes higher, led by UOL and Jardine Matheson, while Thai Bev lags. And Kodak’s retro camera proves nostalgia still sells.See omnystudio.com/listener for privacy information.

12 Syys 17min

Money and Me: Capitalising on the Johor–Singapore SEZ

Money and Me: Capitalising on the Johor–Singapore SEZ

The Johor–Singapore Special Economic Zone is shaping up to be one of the region’s most exciting growth stories. Could this cross-border initiative accelerate Johor’s economy beyond Malaysia’s average - and what does it mean for Singaporean investors? Michelle Martin dives into the industries set to benefit most, from manufacturing and logistics to the digital economy and services. She explores property plays and REIT exposure, infrastructure upgrades, and opportunities for Singapore corporates. The conversation also looks at incentives, risks, and how to hedge against currency volatility. Hosted by Michelle Martin with guest Winshern Ho, Wealth Manager, PhillipCapital.See omnystudio.com/listener for privacy information.

11 Syys 15min

Market View:  Oracle’s Historic Rally, Klarna’s IPO Buzz & STI’s Record High

Market View: Oracle’s Historic Rally, Klarna’s IPO Buzz & STI’s Record High

Oracle stuns Wall Street with a historic surge, shaking up the tech landscape and even billionaire rankings. US inflation data cools, boosting hopes for Fed rate cuts as equities inch to new highs. Michelle Martin takes you through Klarna’s red-hot IPO, Chipotle’s Asian expansion, Del Monte’s turnaround, and UOL’s property play. Can CNMC Goldmine’s shine last in a shifting rate environment? Plus, Singapore’s Straits Times Index powers to fresh records, with JP Morgan eyeing 5,000 by year-end. And in the Last Word—OpenAI sets its sights on making an AI movie that isn’t slop. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

11 Syys 16min

Influence: Can Coaching Mitigate Burnout Culture?

Influence: Can Coaching Mitigate Burnout Culture?

Burnout culture isn’t just a buzzword - it’s a crisis with real workplace consequences. Singapore ranks as the third most burnt-out city in the world, with sobering statistics on youth suicide and overwhelmed managers. Hosted by Michelle Martin, this episode explores what sustainable performance really looks like in high-pressure environments. Tim MacCartney, Senior Vice President, Asia-Pacific at EZRA Coaching, shares insights on shifting from relentless output to resilience-driven teams. Discover why managers are especially vulnerable to burnout and what support systems they need most. Plus, hear how coaching is evolving to equip leaders and sustain high-performing cultures.See omnystudio.com/listener for privacy information.

10 Syys 20min

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