Money and Me: Are Frontier Markets the Next Big Thing?
Could your next best investment lie in a country you may have overlooked until today? Frontier markets—from Vietnam to Africa and beyond—are often overlooked, but are they poised for breakout growth? Michelle Martin sits down with Johannes Loefstrand, Portfolio Manager at T. Rowe Price, to explore how investors can spot real value in high-potential but volatile frontier economies. From Vietnam’s bold market reforms to Asia’s rising digital frontier, discover what’s changing, what’s worth watching, and how to manage risk when investing on the edge. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
23 Heinä 16min
Market View: Tariffs, Tokyo & Sweet Surprises – Coke, GM, SIA Engineering, DFI Retail in Focus
Tokyo stocks surge nearly 2% after Trump’s “largest deal ever” with Japan shocks markets. Join Michelle Martin and Ryan Huang as they unpack new trade pacts with Japan, Indonesia, and the Philippines—while Singapore waits its turn. From Coca-Cola’s sugary switch to GM’s tariff hit, and Kohl’s meme-fueled rally to DFI Retail’s strong dividend story, we dive into a jam-packed day of corporate headlines. SIA Engineering impresses, SingPost sells off, and the STI’s top movers—from Jardine Matheson to Wilmar—are in focus. Hosted by Michelle Martin with Ryan Huang, this episode covers Coca-Cola, GM, Kohl’s, SIA Engineering, DFI Retail, SingPost, Jardine Matheson, Wilmar, SATS, UOL Group. Plus, the Last Word goes to Ozzy Osbourne—a rock icon whose echo still shakes the world.See omnystudio.com/listener for privacy information.
23 Heinä 24min
Money and Me: Investing in the Final Frontier—Asia’s Ascent in the Space Economy
What if the next great investment opportunity lies not on Earth—but in orbit? Hosted by Michelle Martin, this episode explores how space is transforming into the next trillion-dollar economy. Dr. Kartik Sheth, Chairman of the Council of SST Think Tank and a former NASA scientist, discusses Singapore’s emerging role, why Asia is uniquely poised to lead, and which space economy sectors are attracting global capital. From space-based energy to the Mars economy, moonshot thinking and more, discover where your business and portfolio could boldly go next.See omnystudio.com/listener for privacy information.
22 Heinä 27min
Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets
What do a Coldplay concert, a $50 billion Big Pharma pledge, and insider selling at Morgan Stanley have in common? They're all shaking up markets today. Hosted by Michelle Martin with Ryan Huang, this episode dives into AstraZeneca’s major U.S. expansion, Trump’s 200% pharma tariff threat, and Sharon Yeshaya’s share sale. We size up Block's S&P 500 rally, Sheng Siong’s momentum, and Lum Chang Creations' hot IPO. Plus, Singapore’s push to energize the STI—and Astronomer’s kiss-cam chaos.See omnystudio.com/listener for privacy information.
22 Heinä 27min
Money and Me: Are S-REITs Still Worth the Risk in 2025?
Singapore’s REIT market is shifting—do you know where the real yields are? Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh. From the mixed debut of NTT DC REIT to Centurion’s upcoming Accommodation REIT, we assess IPO appetite and the rising appeal of niche sectors. What impact will looming U.S. tariffs have on industrial REITs? Are cold storage and warehouse assets under threat? And should investors rotate out or double down? Tune in for deep analysis and smart guidance on navigating macro headwinds in search of yield.See omnystudio.com/listener for privacy information.
18 Heinä 22min
Market View: Trillion Dollar Moves and Streaming Shocks
TSMC enters the trillion-dollar club, Netflix profits jump, but is the stock overhyped? Hosted by Michelle Martin with Ryan Huang, this episode dives into blockbuster earnings from Taiwan Semiconductor Manufacturing Company and Netflix. We unpack why TSMC's profits surged 60% and explore its potential headwinds, including currency risk. Netflix posts a 50% jump in profit—but is investor excitement waning? Plus, we play “Up or Down” with PepsiCo, GE Aerospace, Starbucks, Wilmar, and WeRide. Catch the STI movers including SingTel and DFI Retail, and end with a nostalgic turn to Sega’s comeback strategy.See omnystudio.com/listener for privacy information.
18 Heinä 27min
Money and Me: Why “Debt” Doesn’t Have to Be a Dirty Word
What do you associate with “debt”? A chance at profit or visceral panic? Hosted by Michelle Martin, this episode explores how bonds and private credit are transforming from taboo to treasure. Aman Pujara of Syfe breaks down the growing opportunity in fixed income—from high-quality bonds to private credit options - and options for retail and accredited investors. Learn how Singaporeans can unlock access to premier institutions, discover how debt can diversify your portfolio and boost yield—if you know how to play it.See omnystudio.com/listener for privacy information.
17 Heinä 19min
Market View: Trump vs Powell, Wall Street Winners & STI Movers
How much of a mess would it be if Powell was fired by the US President? And who might take Powell's place? Hosted by Michelle Martin with Ryan Huang, this episode dives into speculation over Jerome Powell's job, the historic trading win at Goldman Sachs, and market reactions to earnings from Bank of America, Morgan Stanley, and Johnson & Johnson. Find out if Nvidia is riding high or falling flat, and why City Developments surged in Singapore. Companies mentioned: Goldman Sachs, Nvidia, Johnson & Johnson, Morgan Stanley, Bank of America, CapitaLand, City Developments, Jardine Matheson.See omnystudio.com/listener for privacy information.
17 Heinä 21min
