Are there Domestic Asian Stock Insulated from Tariff Tensions?

Are there Domestic Asian Stock Insulated from Tariff Tensions?

How can investors shield their portfolios from the ripple effects of rising tariffs and trade tensions?

Hosted by Michelle Martin, this episode dives into Asia’s evolving equity landscape with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethea Capital.

Discover how Alethea’s model identifies domestic Asian stocks that are relatively insulated from global protectionism.

Which sectors stand to gain from inward-focused growth, and where might investors find resilient opportunities amid geopolitical uncertainty?

See omnystudio.com/listener for privacy information.

Jaksot(3734)

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

You asked for it! Michelle Martin sits down with Dion Thong, Senior Manager, Retirement Withdrawals Department, CPF Board, to demystify CPF LIFE with questions listeners sent in. They tackle common fe...

12 Helmi 18min

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

From red ink to record profits - but how are Grab investors reacting? Grab posts its first full-year profit of US$268 million - and launches a US$500 million buyback - even as shares slide on concerns...

12 Helmi 21min

Money and Me: What Budget 2026 could help Singaporeans with.

Money and Me: What Budget 2026 could help Singaporeans with.

What if Budget 2026 could change the way you use your SRS , own your first home and teach your children about money? Ahead of Prime Minister Lawrence Wong’s statement, we unpack ideas that could meani...

11 Helmi 22min

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Hasbro soars, Mattel stumbles - and the gap between winners and losers has never looked wider. From a tale of two toymakers to sharp earnings surprises across global giants, today’s Market View unpack...

11 Helmi 23min

Money and Me : When Gold is So High, Should you Buy?

Money and Me : When Gold is So High, Should you Buy?

Hosted by Michelle Martin, this is the show that keeps your peace of mind at the heart of the wealth chase. When everything feels chaotic - wars, inflation, de-dollarisation fears and gold is rising -...

10 Helmi 19min

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors. Microsoft splits Wall Street - one broker waves the red flag, another doub...

10 Helmi 22min

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

After years in the penalty box, S-REITs are staging their strongest comeback since before COVID - but the real question is: who’s thriving, and who’s just surviving? The iEdge S-REIT Leaders Index del...

9 Helmi 18min

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors? DBS’ Q4 earnings remind investors that even best-in-cla...

9 Helmi 25min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-lahtijat
rahapuhetta
rss-draivi
rss-neuvottelija-sami-miettinen
rss-rahamania
rss-porssipuhetta
rss-bisnesta-bebeja
rss-paasipodi
rss-porssipodi
syo-nuku-saasta
pomojen-suusta
sijoituspodi
juristipodi
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-seuraava-potilas
rss-40-ajatusta-aanesta