Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

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.

Jaksot(3704)

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Even after a disappointing annual revenue forecast, why are investors still positive on Cisco? Which banks may be involved in the Anti-money laundering bust that seized S$1 billion and what implications might this have on their status? Michelle Martin and Ryan Huang find out. See omnystudio.com/listener for privacy information.

18 Elo 202321min

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust  Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.See omnystudio.com/listener for privacy information.

17 Elo 202319min

Money and Me: How to build a global dividend portfolio

Money and Me: How to build a global dividend portfolio

What factors do we need to consider to ensure we’re getting consistent healthy portfolio returns?  How do you minimise risk, which regions could you consider, what’s a 30 second balance sheet test?  Michelle Martin speaks to Willie Keng, Founder of the blog, Dividend Titan to find out more.See omnystudio.com/listener for privacy information.

17 Elo 202321min

Money and Me: Investing in UK properties as a source of income.

Money and Me: Investing in UK properties as a source of income.

What does this seasoned investor in UK properties think about scooping up more properties given current interest rates? When looking for the "golden goose" that keeps laying the financial "eggs" what should you keep in mind as the golden, first principle to picking property? Michelle Martin finds out with Daniel Sim, founder of Born Poor Die Rich.See omnystudio.com/listener for privacy information.

16 Elo 202328min

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

As Beijing has stopped releasing  unemployment figures, we take a comparative tour of China, US and Japanese markets. Michelle also looks at earnings of  Singapore-listed tech companies in this edition of Market View.See omnystudio.com/listener for privacy information.

16 Elo 20238min

Money and Me: S-REITs earning stars and landscape quakes

Money and Me: S-REITs earning stars and landscape quakes

How have S-REITs performed so far? Who stands out? The decision for Sabana REIT to go for an internal REIT manager was one of the most unprecedented events in Singapore REITs history. How will this impact the S-REITs landscape going forward?  Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advisor to find out more.See omnystudio.com/listener for privacy information.

15 Elo 202322min

Influence: Curtis Chin on sparking thought and creative economies

Influence: Curtis Chin on sparking thought and creative economies

Curtis Chin, Chair of Milken Institute's operations in Asia, opens up about his path to influence, the rise of  "creative economies", Fitch's US downgrade, smashing stereotypes and highlights of the upcoming 10th Milken Asia Summit in this enlightening conversation with Michelle Martin.See omnystudio.com/listener for privacy information.

15 Elo 202321min

Market View: Olam, Wilmar, Japan Foods, CapitaLand Investment, UBS, Yangzijiang Financial

Market View: Olam, Wilmar, Japan Foods, CapitaLand Investment, UBS, Yangzijiang Financial

Why are Olam and Wilmar struggling? What is Japan Foods’ outlook going forward? Why is CapitaLand Investment optimistic about China’s recovery? Is it finally time to move on from the proposed cage fight between Elon Musk and Mark Zuckerberg?  Michelle Martin and Ryan Huang unravel these questions and more.See omnystudio.com/listener for privacy information.

14 Elo 202320min

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