Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

DBS hits above expectations while UOB disappoints - Michelle Martin and Ryan Huang unpack what’s driving profits at Southeast Asia’s top banks.

Over in the U.S., Disney doubles its earnings as theme parks and streaming shine, but TV headwinds remain.

Meanwhile, trade tensions escalate: Trump doubles tariffs on India and proposes a 100% levy on semiconductor chips.

What could this mean for Singapore-based chipmakers?

In our UP or DOWN segment: Uber, Yangzijiang Shipbuilding, Acrophyte Hospitality Trust, and Venture Corp take the spotlight.

Hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Glimpse into how in five short years economies, careers and businesses could be redefined in this conversation between Michelle Martin and Theo Scherman, Chief Strategy Officer at Hitachi Asia and author of Infinite Futures: How Technology and Innovation Will Redefine Humanity by 2030. Discover how AI, renewable energy, and digital connectivity will reshape economies, redefine GDP, and drive the rise of universal basic income. Explore the implications of AI-driven deflation, shifts in business models, and the emergence of "premium careers." Theo shares insights on preparing for these seismic changes and why the next five years are pivotal for humanity’s future.See omnystudio.com/listener for privacy information.

28 Tammi 202524min

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

Michelle Martin zeroes in on Deepseek and the the dramatic $1 trillion sell-off it has sparked, including Nvidia’s historic $600 billion valuation drop. Jump in the conversation with Michelle and Ryan as they explore REIT earnings with insights on Keppel REIT, CapitaLand India Trust, and AIMS APAC REIT. Learn about DBS’s strategic stake increase, Tata Steel’s unexpected performance, and Mapletree Investments' European expansion. Finally, analyze the STI’s movement as Venture Corp leads tech sell-offs and ST Engineering shines.See omnystudio.com/listener for privacy information.

28 Tammi 202525min

Money and Me: What is the Golden Screw this dividend investor looks out for?

Money and Me: What is the Golden Screw this dividend investor looks out for?

What is on this investor's high quality dividend stock list? If your runway is short, will the dividend approach still offer deep value ? How could you think of using SRS or CPF in relation to dividend investing ? In the universe of REITS, are S-REITS still attractive in 2025? Find out the answers to the episode where dividend investing in 2025 from a Singaporean perspective takes centrestage. Join the conversation as Michelle Martin speaks with Willie Keng Founder of Dividend Titan.See omnystudio.com/listener for privacy information.

27 Tammi 202524min

Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest market action and earnings updates. Discover insights into CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, and Keppel REIT. Explore director deals involving Huationg Global and Hong Lai Huat Group, and preview key US corporate earnings from Meta, Microsoft, Tesla, and Apple. Learn about Alphabet's record highs, Frasers Centrepoint Trust's upgrade, and Thomson Medical's losses. Plus, a look at ST Engineering, SP Group, and the Straits Times Index movers.See omnystudio.com/listener for privacy information.

27 Tammi 202522min

Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

You can already smell and feel those crisp bank notes, now what should you do with the money? Michelle Martin, explores why ang pows have become a tradition and what the meaning behind the tradition can teach us about giving and receiving today with her guest, Christopher Tan, CEO of Providend. Tune in for actionable advice to start 2025 well and with your ang pow money working for you and your loved ones.See omnystudio.com/listener for privacy information.

24 Tammi 202518min

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific REITs including Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, and Starhill Global REIT, analyzing their performance and distribution trends. The duo discusses U.S. market highs, cryptocurrency strategies, and interest rate dynamics. They also spotlight American Airlines' earnings slump, GE Aerospace's surprising gains, and SK Hynix’s record-breaking profits. Finally, discover the latest on LVMH’s crumbling Olympic medals and what it means for the luxury giant's reputation.See omnystudio.com/listener for privacy information.

24 Tammi 202523min

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Join Michelle Martin and guest Arun Pai from Monk’s Hill Ventures, as they discuss the evolving landscape of quantum computing from a VC investor perspective. What is Silicon Valley talking about in this arena? Michelle and Arun also discuss Trump’s return to power, examining its implications for SEA economies. They also cover the TikTok saga—will Elon Musk, Kevin O’Leary, or the U.S. government emerge as winners if ByteDance sells? Tune in for insights that connect technology, politics, and markets!See omnystudio.com/listener for privacy information.

23 Tammi 202524min

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest updates on Mapletree Industrial Trust and Frasers Centrepoint Trust, covering REIT trends and retail prospects. Explore Wall Street's reaction to Netflix earnings and the StarGate AI project. Get insights on TikTok’s potential suitors, including Oracle, Elon Musk, and Kevin O’Leary. Discover why Apple, Nvidia, and Electronic Arts are making headlines, and check out Ley Choon’s upward trajectory. Plus, a look at LVMH's Olympic medal fiasco.See omnystudio.com/listener for privacy information.

23 Tammi 202522min

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