Money and Me: S-REITs Bounce Back? China's REIT Game-Changer and the hunt for yield of up to 8%

As the China growth narrative fades, attention is shifting from the New Economy to an overlooked source of income: high-dividend state-owned enterprises. Raymond Cheng explains why China’s energy and infrastructure giants have delivered strong returns even as oil prices fell. We explore how Beijing’s policy reset has effectively programmed state firms to return more cash to shareholders. Why Hong Kong-listed H-shares may offer higher yields than identical A-shares in Shanghai — and why that matters now. Plus, what Southbound Connect flows, falling bank rates, and balance-sheet quality tell cautious investors about China’s role in a diversified portfolio. Hosted by Michelle Martin with guest Raymond Cheng, Chief Investment Officer for North Asia at Standard Chartered Bank’s Wealth Solutions unit.See omnystudio.com/listener for privacy information.

8 Tammi 15min

Samsung’s blockbuster profits put South Korea’s market back in the global spotlight, as investors ask whether the AI-driven rally still has legs. We play UP or DOWN on defence contractors like Lockheed Martin and Northrop Grumman after President Donald Trump targets dividends and buybacks. Alphabet overtakes Apple in market value for the first time since 2019 - is Big Tech leadership shifting for good?Meanwhile, deal drama surrounds Paramount Global, while Serve Robotics jumps into focus after praise from Nvidia’s Jensen Huang. We check in from CES 2026 in Las Vegas to separate investor signal from gadget noise. Plus, brokers turn bullish on Micron Technology and lithium producer Albemarle, as Singapore stocks push deeper into record territory - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

8 Tammi 23min

When prices barely move after big news, that’s often the loudest signal of all. Nvidia’s Vera Rubin chip debut at CES promises cheaper, faster, lower-power AI - yet the stock barely flinched, raising questions for both traders and long-term investors. Michelle Martin unpacks what muted price action really means when expectations are crowded and positioning is full. Geopolitical shock from Venezuela has sent gold and silver surging - what does seasoned investor Simon Ree, founder of the Tao of Trading think of the possibilities ahead; follow-through, or a fade? From memory-chip spillovers to crowded AI trades, explore markets with Michelle and Simon in this conversation.See omnystudio.com/listener for privacy information.

7 Tammi 16min

A single chip may have just changed the economics of artificial intelligence. From CES in Las Vegas, Nvidia unveils its Vera Rubin AI chip - promising faster computing at a fraction of today’s power and cost. Michelle Martin breaks down what cheaper AI means for data centres, electricity demand and capital budgets. The ripple effects spread across global chipmakers as memory shortages drive rallies in Samsung, SK Hynix and Micron. Markets hit fresh records, Shake Shack gets a World Cup twist, and Singapore stocks surge on a softer US dollar. All that and more, hosted by Michelle Martin. See omnystudio.com/listener for privacy information.

7 Tammi 20min

He was told borrowing could boost his retirement - instead it wiped out his peace of mind. A real-life Singapore case shows how a retiree lost a large portion of his savings after taking loans to buy complex insurance-linked investments. In this episode, we unpack why borrowing to invest is especially dangerous once your paycheque stops. We break down the red flags hidden in structured products, leverage, and “projected returns” that sound reassuring but aren’t guaranteed. You’ll learn what questions retirees - and their adult children - must ask before signing anything involving debt. Hosted by Michelle Martin, this Money and Me episode helps you protect retirement capital by understanding what not to do before it’s too late.See omnystudio.com/listener for privacy information.

6 Tammi 24min

Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital. Wall Street rallies as energy stocks surge after US action in Venezuela, putting companies with deep roots - like Chevron - back in the spotlight. We unpack why Halliburton’s Singapore-linked legacy and Chevron’s decades-long patience may now pay off in one of the world’s biggest energy rebuilds. From Caracas to CES 2026, we track how AI demand is moving from hype to factory floors, with Nvidia-linked supply chains firing up. In UP or DOWN, we assess what boardroom shifts, airport traffic records, data-centre leases and new SGX listings signal for investors. Hosted by Michelle Martin with Ryan Huang, Market View connects oil, technology and global capital flows - revealing why timing, scale and staying power matter more than headlines.See omnystudio.com/listener for privacy information.

6 Tammi 23min

The biggest threat to your money in 2025 wasn’t what everyone was shouting about, it was your reaction to them. As markets whipsawed through tech shocks, AI scares, and policy pivots, many investors hurt themselves trying to react. This episode reveals the real wealth destroyer hiding beneath the headlines. We unpack volatility, false market narratives and why first impressions often lead investors astray. The conversation challenges the obsession with timing, predictions, and expert forecasts. Hosted by Michelle Martin featuring Chin Hui Leong, the Co-founder, The Smart Investor, this is a reset on how clever investors think through the headlines as we head into 2026.See omnystudio.com/listener for privacy information.

5 Tammi 21min

A geopolitical shock meets market momentum as oil, EVs, and equities collide. The arrest of Venezuela’s leadership puts energy markets back in the global spotlight. Which EV maker has overtaken Tesla? Which is racing toward EV profitability? Meanwhile, we check in on Berkshire's first test under new leadership. Singapore REITs diverge as investors scrutinise funding strategies and balance sheets. Wall Street enters 2026 confident - but stretched valuations, AI bets, and politics loom large. Hosted by Michelle Martin this episode unpacks where optimism holds - and where cracks may be forming.See omnystudio.com/listener for privacy information.

5 Tammi 19min