Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets
Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low, Head of International Wealth for Singapore at KGI, joins Michelle Martin to unpack opportunities driven by the AI boom, shifting geopolitical risks, emerging markets and the resilience of REITs in income portfolios. See omnystudio.com/listener for privacy information.
10 Loka 202514min
Market View: The Debasement Trade and Hong Kong’s $14B Bet
Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “debasement trade” as commodities soar. Michelle Martin and Ryan Huang unpack what’s behind gold at US$4,000, silver at US$50, and Asia’s shifting sentiment. Plus: quick takes on PepsiCo, TSMC, Delta, Ferrari, Top Glove, and Fast Retailing. From matcha trends to market turns - this is your morning market intelligence, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
10 Loka 202524min
Money and Me: Beyond Macro Fears – Finding Value in Asian Equities
Can Asia’s economic resilience and the AI revolution shield its markets from U.S. political turbulence? Morningstar’s Kai Wang joins Michelle Martin to break down where the real long-term value lies in Asia’s equity landscape. From semiconductors powering the AI wave to Macao’s gaming revival and China’s restaurant rebound, discover how investors can look past the noise. Hear insights on sectors set to thrive amid trade fragmentation, consumer shifts, and policy change. A data-driven roadmap to the next phase of Asia’s growth, hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
8 Loka 202518min
Market View: Gold Breaks $4,000 — What It Signals for Investors
Gold smashes through the $4,000 mark for the first time ever, igniting debate over whether this is a 1970s-style inflation hedge moment or a sign of fear overtaking fundamentals. Michelle Martin breaks down what’s driving the record surge, why Ray Dalio says investors should own more gold, and how the U.S. shutdown and Wall Street’s pause tie into this moment. Plus, Singapore’s STI rallies as DBS hits a historic S$150 billion valuation. In “Up or Down,” Michelle spotlights Grab, CapitaLand Ascendas REIT, LG Electronics, Trilogy Metals, and Dell - and what their latest moves reveal about market sentiment. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
8 Loka 202514min
Money and Me: SSB investors - what's next?
What would you do if $129,600 landed back in your account overnight? Hosted by Michelle Martin, this episode dives into the maturity of Singapore’s first-ever 10-year Savings Bond and what investors might be weighing to do next. Elijah Lee from Phillip Securities joins to unpack reinvestment strategies, the trade-offs between safety, liquidity, and yield, and how SSBs stack up against T-Bills and SGS bonds. Learn whether to hold, ladder, or redeploy your cash - and where the smartest low-risk opportunities may lie now. See omnystudio.com/listener for privacy information.
7 Loka 202524min
Market View: Integrating AI & Software in Style
OpenAI doubles down on the AI arms race - first Nvidia, now AMD. But what does a trillion-dollar chip war mean for investors? Hosted by Michelle Martin, this episode breaks down OpenAI’s new stake in AMD, Figma’s AI moment, and record-breaking highs on Wall Street and in Tokyo. We also look at Thailand’s capital market revamp, Malaysia’s hidden gems spotlighted by UOB Kay Hian, and Singapore’s STI climbing higher. Companies featured: OpenAI, AMD, Nvidia, Figma, Spotify, LG Electronics, ST Engineering, and UOB Kay Hian.See omnystudio.com/listener for privacy information.
7 Loka 202515min
Influence: The Vaccine Visionary Who Puts Lives Before Profit
Meet Mr Hyun Soo Kim, Founder and CEO of Sun Biotech, who’s spent 25 years developing vaccines for diseases big pharma overlooks. From pioneering the first WHO-prequalified vaccine from China to launching affordable options for Asia, his mission is saving lives, not chasing margins. Michelle Martin explores how purpose and innovation intersect in vaccine development. Discover how one man’s conviction is reshaping public health in the Global South. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
6 Loka 202516min
Money and Me: Shutdowns, AI, and Safe-Haven Surges
Markets are brushing off a U.S. government shutdown - but how long can they ignore the risks? OpenAI’s $500 billion valuation, record gold prices, and Bitcoin at $120K all raise new questions about bubbles, belief, and safe havens. Michelle Martin and Simon Ree unpack whether this is Dot-Com 2.0 or durable growth. They explore George Soros’ bubble logic, the Fed’s data blackout, and how investors can spot real earnings in the AI frenzy. Expect talk of OpenAI, Tesla, JPMorgan, Goldman Sachs, Delta, and Bitcoin as Q3 earnings season kicks off. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
6 Loka 202519min
