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

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

A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer.

Hosted by Michelle Martin with Ryan Huang, this episode unpacks the impact on rivals StarHub, SingTel, and Simba, and whether market share shifts are coming.

In the US, Intel’s CEO Lip-Bu Tan goes from “conflicted” to “success” overnight after meeting President Trump, sending shares up.

We also discuss analyst downgrades for Sembcorp Industries and UOB, Ford’s EV push, lithium stock spikes from CATL’s mine halt, Paramount’s billion-dollar UFC rights deal, and Straco’s profit plunge. Plus, a check on the Straits Times Index movers, from Venture Corp to Sembcorp.

See omnystudio.com/listener for privacy information.

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Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Big Tech earnings are splitting the market right down the middle - Meta soars, Microsoft stumbles, and investors are asking whether AI spending is starting to bite. Big Tech earnings dominate today’s ...

29 Tammi 23min

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again? The so-called Magnificent Seven now dominate both US and global indices, quietly shaping re...

29 Tammi 21min

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Bad news is piling up, yet markets keep climbing - so which signal should investors trust? Gold surges past US$5,000 an ounce as investors hedge against trade wars, political risk and warnings of a lo...

28 Tammi 24min

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

From aircraft crises to AI cables and a surprise trade pact, markets are being pulled in very different directions at once. Boeing’s earnings revive hopes of a turnaround as deliveries improve after y...

28 Tammi 24min

Money and Me: Is Cash Quietly Making You Poorer?

Money and Me: Is Cash Quietly Making You Poorer?

Michelle Martin asks if falling interest rates are changing the maths for Singapore’s savers who love hoarding cash. With billions still parked in T-Bills and money-market funds, investors now face a ...

27 Tammi 18min

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

A brutal US winter storm knocks out power, freezes gas production and sends energy prices - and energy stocks - sharply higher. Gold smashes through US$5,000 an ounce as the US dollar weakens, pushing...

27 Tammi 24min

Money and Me: The Boring Maths Behind Extraordinary Wealth

Money and Me: The Boring Maths Behind Extraordinary Wealth

Today Michelle picks up a thought-provoking book by a serial British entrepreneur Gary Ashworth. The book unpacks a simple framework; what if becoming rich wasn’t about genius or luck - but about repe...

26 Tammi 22min

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

United Overseas Bank has surged back into favour as investors reassess Singapore’s banking sector after months of caution. Michelle Martin and Ryan Huang unpack why UOB’s provisioning fears have eased...

26 Tammi 24min

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