Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron
Michelle Martin explores AstraZeneca's $2 billion investment in Singapore's pharmaceutical sector and the implications of another delisting from Singapore's stock exchange. Discover Microsoft's and Dell's new AI-enabled computers, and hear Scarlett Johansson's reaction to OpenAI's use of her voice. Michelle also reviews the mixed performance of US stock indices and analyzes the latest moves by Norwegian Cruise Line, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron in her daily comprehensive market overview. See omnystudio.com/listener for privacy information.
21 Touko 202410min
Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends
Welcome to Money and Me, hosted by Michelle Martin. In this episode, Michelle speaks with Anand Francis, Senior Investment Strategist at Infinity Financial Advisory, about the recent decision to remove five Singapore blue chip stocks from the MSCI global standard indexes beyond the short-term implications. They discuss the possible ripple effects of these deletions and their impact on City Developments Limited, Jardine C&C, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, and Seatrium, and how this might affect other allocations to the Singapore market by index funds. Anand also shares insights on where investors interested in the AI theme are looking. Additionally, they explore insights on global fund manager allocations and Federal Reserve policies.See omnystudio.com/listener for privacy information.
20 Touko 202425min
Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev
In "Market View" Michelle Martin and Ryan Huang delve into the latest director deals and institutional trades. Discover why chairmen of Raffles Medical and Wilmar International are buying shares despite recent market declines. Both also explore China's new $57 billion measures to support its struggling property sector and the potential impact on the market. Hear key updates from luxury retailer Richemont, biotech company Amgen, gaming platform Roblox, and beverage giant ThaiBev.See omnystudio.com/listener for privacy information.
20 Touko 202420min
Money and Me: The exit plan business owners need to know
How should business owners integrate their business into wealth planning? And what are the varieties of exit strategies for SMEs in Singapore that are increasingly being considered given the current climate of business? Michelle Martin asks Christopher Tan, CEO, Providend.See omnystudio.com/listener for privacy information.
17 Touko 202417min
Influence: Little Farms CEO Joe Stevens on its local customer base, growth plans and profitability
Would it surprise you to hear more Singaporeans than expats shop at Little Farms? Join Michelle Martin, as she meets Joe Stevens, CEO of Little Farms to find out how the grocery chain is meeting emerging consumer trends in Singapore, Stevens' plans for the future, including collaborations with local growers and their festival happening next weekend - the Garden Vibes initiative - which has Grab on board for affordable rides.See omnystudio.com/listener for privacy information.
17 Touko 202421min
Market View: Walmart, Siemens, Under Armour, JD.com, Baidu, BT Group, HSBC, Nio, Reddit, Prime Medicine
Join "Market View" hosted by Michelle Martin with Ryan Huang as they delve into the latest earnings reports from Walmart, Siemens, and Under Armour. They discuss the Dow Jones Industrial Average's milestone and highlight undervalued stocks like Amazon and Disney. They also examine JD.com and Baidu's performance in China and provide updates on the BT Group, HSBC, Nio, Reddit, and Prime Medicine. Plus, they touch on local market movements and the controversial new portrait of King Charles III. See omnystudio.com/listener for privacy information.
17 Touko 202422min
Money and Me: The meme stock revolution, AI disruption, US elections and US-China trade
Are repeats of the 2021 meme stock mania going to become increasingly scarce? Is GameStop in a better or worse economic position than it was in January 2021? What are the implications of new US tariffs on Chinese imports?From the dynamic nature of meme stock booms and busts to the state of AI, and reading between the lines of the latest US-China tariff tit for tats. Join Michelle Martin and her guest, Arun Pai from the Investments Team, Monk's Hill Ventures, as they dissect the highs and lows of market movements.See omnystudio.com/listener for privacy information.
16 Touko 202427min
Market View: Buffett's Chubb, Burry's Gold, SIA, GameStop, AMC, Xiaomi, Netflix, Burberry, Dell
In today's episode, Michelle Martin and Ryan Huang discuss Warren Buffett's recent investment in Chubb and Michael Burry's shift to gold ETFs while exiting Alphabet and Amazon. They explore Singapore Airlines' record profits and staff bonuses, and the latest on meme stocks like GameStop and AMC. The episode also covers Xiaomi's EV market success, Netflix's growth in advertising and live sports, Burberry's profit drop, and Dell's surge due to AI server demand. Local market movements, especially the Straits Times Index, and Frank McCourt's bid for TikTok are also highlighted.See omnystudio.com/listener for privacy information.
16 Touko 202421min
