Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge

At a corner of the bond market lies a niche instrument that allows for both your principal and coupons to move upwards with the Consumer Price Index. Michelle Martin and Willie Keng, Founder of Dividend Titan. dive into Treasury Inflation-Protected Securities (TIPS) – why are ultra-long TIPS looking attractive amid potential Fed rate cuts? The conversation then turns to Microsoft – is the recent selloff an opportunity? Jefferies thinks so, citing AI-driven growth and a derisked valuation. Tune in for insights into navigating inflation, stagflation, and tech-investing in today's markets.See omnystudio.com/listener for privacy information.

26 Maalis 25min

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading in the green this morning, amid hopes of lighter Trump tariffs. Hosted by Michelle Martin with Ryan Huang, the duo discusses SAP’s ascent over Novo Nordisk and LVMH, GameStop’s Bitcoin pivot, and Chagee’s U.S. listing. They dive into DFI Retail’s supermarket selloff, Frasers Centrepoint Trust’s big mall move, and OUE’s new Changi Airport hotel. Plus, the STI’s fresh high, and Napster’s $200 million metaverse comeback!See omnystudio.com/listener for privacy information.

26 Maalis 24min

Do you really need to be brilliant at maths and science in Primary School or is another foundational skill more important? What do those assessing medical school applications really look out for and how can you reverse engineer these expectations as far back as steps to take in primary school? Michelle Martin goes on a deep dive into the early foundations of a medical career with guest Dr. Dexter Sim, Medical Doctor with the UK NHS and Senior Medical School Admissions Consultant at Crimson Education. Hear how Dr. Sim’s time at Raffles Institution and skipping the O-Levels influenced his journey. A-Levels or IB? Which makes sense for your medical school prep? Also hear personal reflections on stress management needed for the long road to becoming a medical doctor. This is a great episode to share with a young person who you think has what it takes to get into med school.See omnystudio.com/listener for privacy information.

25 Maalis 24min

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street's rally overnight. Hosted by Michelle Martin who speaks with Ryan Huang, this episode unpacks DFI Retail’s $125M supermarket exit to Macrovalue, BYD’s EV surge past Tesla, and Xiaomi’s $5.5B fundraise. They also explore CK Hutchison’s strategic moves, 23andMe’s bankruptcy, and the latest from REITs like Keppel DC and ESR. Plus, a check-in on the STI, Disney’s controversial Snow White remake, and more market movers.See omnystudio.com/listener for privacy information.

25 Maalis 24min

Join Michelle Martin on her tour of markets! This episode dives into director deals at Hosen Group, Audience Analytics, and Stoneweg European REIT. Michelle and Ryan explore CoreWeave’s high-stakes IPO drama with Nvidia, Microsoft, and OpenAI in the mix. Boeing soars on a $20B defense win over Lockheed, and Meituan, SIA, and Yangzijiang also post gains. Plus, a fiery look at Meta’s battle to block the tell-all memoir Careless People. Hosted by Michelle Martin who speaks with Ryan Huang,See omnystudio.com/listener for privacy information.

24 Maalis 26min

HDB resale affordability is top of mind - are million-dollar flats the norm or the outliers? What could cash rich HDB upgraders move on to? What are your choices if you are looking at this moving picture of possibilities and want to buy or sell real estate today? Hosted by Michelle Martin with guest Ivan Cai, CEO of Crestbrick, this episode dives into the public housing market's key trends and investor outlook, BTO pipeline expansion, and MOP dynamics. What factors could reshape liquidity and long-term value in the resale market and where can investors head to, for help decoding good buys for property wealth?See omnystudio.com/listener for privacy information.

24 Maalis 23min

Singaporeans are investing, but earning just 0.4% returns. Are we risk averse? With fixed income rates coming down, what are the risk-averse likely to look at? Plus Michelle Martin and her guest Tim Phillips from timtalksmoney.com discuss how investors could think through negative sentiment when it hits with Chocolate Finance and CDL as case studies. This episode is packed with takeaways for your wallet as both also discuss what 125 years of stock market history tells us about the future of markets and if we are maximising our airmiles should we use them on Lady Gaga concert tickets.See omnystudio.com/listener for privacy information.

21 Maalis 26min

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with Ryan Huang, the duo explores Micron’s surge, Apple’s AI shake-up, Tesla’s recall woes, and Top Glove’s return to profit. Singapore’s STI edges up, with ST Engineering shining while DFI Retail and Jardine-linked stocks falter. Plus - how happy is Taiwan, and what does food have to do with it?See omnystudio.com/listener for privacy information.

21 Maalis 24min