Money and Me: Gain exposure to the STI or look further away?
The STI has smashed past 4,300 – should you be looking to gain exposure to it? Tim Phillips, Founder of TimTalksMoney, joins the conversation to explore what investors should make of this milestone. We break down valuation risks, macro drivers, and whether DBS Group still has room to run. ETFs tracking the STI come under review for those eyeing a diversified route. Beyond Singapore, we scan Asia for markets and sectors that look compelling. Hosted by Michelle Martin with guest Tim Phillips, Founder of TimTalksMoney.See omnystudio.com/listener for privacy information.
17 Syys 23min
Market View: Disney’s Comics Deal, TikTok’s Buyer & IPO Fever
A big deal for Disney and Webtoon sparks excitement across digital comics. US President Donald Trump says TikTok finally has a U.S. buyer lined up. Global IPO fever heats up with Hesai, Chery Automobile, MMC Ports, and StubHub making moves. Hollywood giants including Disney, Universal, and Warner Bros sue AI startup MiniMax. Local counters in focus include ComfortDelGro, Metro, CapitaLand Investment, Keppel DC REIT, and DFI Retail. Don’t miss the STI check-in and today’s Up or Down calls—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
17 Syys 24min
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?
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?
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?
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
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
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
