Money and Me: Why Singapore investors could be interested in the Earth Fund
We take a closer look at the Earth Fund raised by the Twynam group which invests in decarbonisation-related companies with a strong focus on technology. Joining Michelle Martin is Johnny Kahlbetzer, Chair of Twynam Funds Management.See omnystudio.com/listener for privacy information.
6 Helmi 202414min
Market View: McDonald’s misses revenue estimates, Estée Lauder’s share surge, Palantir, Huawei, Novo Nordisk, Boeing, US Treasury Yields, Keppel Infrastructure Trust, IndiGo’s profit surges 53%
Which region is responsible for McDonald’s revenue miss? Why did Estée Lauder’s share surge even as the company announced its plan for a job cut? And what other companies are making headlines on the earnings front? Michelle Martin and Ryan Huang find out. See omnystudio.com/listener for privacy information.
6 Helmi 202421min
Money and Me: 3 mid-cap S-REITs flashing potential
From “bombed out valuations” to a big gap between digital penetration rates and demand. If 2024 is the year for inflection for S-Reits, where can we dig into for opportunities? Michelle Martin and Willie Keng, Founder, Dividend Titan discuss 3 mid-cap S-REITs worth looking into today. See omnystudio.com/listener for privacy information.
5 Helmi 202419min
Market View: Jeff Bezos cashing out, Silchester increase stake in CDG, Tata Motors, Tesla, Exxon Mobil, NYSE vs NASDAQ, Hong Kong market, 3 stocks for solid upside
How should investors be reading Jeff Bezos’ plan to sell up to 50 million Amazon shares? Why is Silchester increasing its stake in ComfortDelGro? And what are 3 stocks that top Wall Street analysts recommending for solid upside? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.
5 Helmi 202423min
Market View: Amazon earnings results, Meta shares surge 14%, Apple earnings takeaways, Keppel, Digital Core REIT, CapitaLand Ascendas REIT, SGX v Bursa Malaysia
What's driving Amazon's earnings? Why did Meta shares jump 14%? And what are 3 takeaways from Apple's earnings? Find out with Michelle Martin and Ryan Huang.See omnystudio.com/listener for privacy information.
2 Helmi 202420min
Money and Me: Red Sea Chaos and Commodity Prices
To what extent will chaos in the Red Sea impact commodity counters? Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, Equity Research.See omnystudio.com/listener for privacy information.
1 Helmi 20244min
Market View: Qualcomm rides AI trend, Mastercard Earnings, Aramco Share sale, GuocoLand, Keppel Pacific Oak US Reit, Keppel Infrastructure Trust, Venture Corp, Boeing, Novo Nordisk, Tech stocks overview, February stock market performance
Find out What's Hot, What's Not with Michelle Martin and Ryan Huang as they look at Qualcomm, Mastercard, Novo Nordisk, and Boeing. They also discuss what were some of the highlights coming out of the Fed meeting, and what we can expect from stock market performance in February. See omnystudio.com/listener for privacy information.
1 Helmi 202422min
Money and Me: What the wealthiest here, prioritize when investing
To what extent are Singaporean wealthy investors in the long game with ESG investing? How are fund houses responding? Michelle Martin finds out with Oliver Wickham, Asia Partnership Director, St. James’s Place.See omnystudio.com/listener for privacy information.
1 Helmi 202411min
