Market View: Integrating AI & Software in Style

Is it wise to bet on a president backing down? Markets seem to think so. Hosted by Michelle Martin with Simon Ree, Founder of Tao of Trading, we unpack the viral TACO trade, why July 8 looms large for investors, and what the “revenge tax” in Section 899 might mean for global capital. We examine how policy posturing is morphing into fiscal weaponry. Could U.S. tariffs on the EU trigger ripple effects in the dollar and stock markets? And what’s really at stake as China courts Europe while Washington sharpens its economic tools? This episode dives deep into policy, perception, and the politics of risk.See omnystudio.com/listener for privacy information.

9 Kesä 14min

Mumbai markets are leading the global pack — but can sky-high valuations in cement and defense stocks hold? Hosted by Michelle Martin with Ryan Huang, we unpack India’s stunning 10% rally and what’s driving the bull run. JPMorgan’s bullish on beaten-down biotech: hear why Eli Lilly, Gilead, Merck, Regeneron, and Bristol Myers are back on their radar. DocuSign gets punished despite strong earnings — what’s spooking investors? Keppel DC REIT climbs back into the STI on AI-data centre bets, while Hello Kitty’s parent Sanrio outpaces Toyota. Plus, the Straits Times Index movers: CDL, Yangzijiang, and DFI Retail. See omnystudio.com/listener for privacy information.

9 Kesä 12min

What do tariffs have to do with your next Shein haul or Temu gadget? Hosted by Michelle Martin, this episode unpacks how U.S. trade policy is driving ripple effects through Singapore’s consumer prices, Chinese e-commerce platforms, and Asia’s startup IPO ambitions. Bhavik Vashi, Managing Director at Carta, joins to explore what investors should be watching, and whether Southeast Asia could emerge as the next innovation hub. From tariffs to tech dreams, get ready to follow the money.See omnystudio.com/listener for privacy information.

6 Kesä 12min

You need to be fearless to reach your goals, says Michelle Martin. She shares her thoughts on the secret sauce behind the popular new debut of former Google Executive Jenny Wood. See omnystudio.com/listener for privacy information.

6 Kesä 3min

The bromance has ended. Tesla tanks, Circle soars, and gold gets the Hermès touch. Hosted by Michelle Martin this episode dissects Tesla’s dramatic $152B market cap loss amid a Trump-Musk feud that now involves SpaceX and the White House. We spotlight Circle’s explosive IPO, Laopu Gold’s luxury-led stock surge, and Microsoft’s climb to new highs. Standard Chartered rewrites savings rules, and STI movers include Yangzijiang Shipbuilding and Genting Singapore. Featured companies: Tesla, SpaceX, Microsoft, Circle, Laopu Gold, Standard Chartered, Brown-Forman, Acrophyte Hospitality Trust, Yangzijiang Shipbuilding, Genting Singapore, Wilmar International. See omnystudio.com/listener for privacy information.

6 Kesä 14min

Is the global economy at an inflection point? Hosted by Michelle Martin, this episode dives into the implications of rising tariffs, shifting inflation patterns, and structural changes in China and Japan with Cameron Systermans, Head of Multi Asset Asia at Mercer. Could protectionism be a blind spot for markets? How might Japan's re-emergence from deflation shape asset strategy? We unpack the risks of a U.S. recession, the strategic implications for Asia, and the outlook for the U.S. dollar. Discover the top investment considerations for navigating Asia’s evolving macro environment.See omnystudio.com/listener for privacy information.

5 Kesä 16min

Could a burrito boom say more about the US economy than the bond market? Hosted by Michelle Martin — we unwrap the sizzling rise of fast-casual Mexican food in the U.S. and what it means for Yum Brands and Chipotle. SIAS calls Singapore Paincare’s privatization bid “deeply undervalued” as more firms exit the SGX, but could Chinese IPOs offer hope for the exchange? CDL sheds its South Beach stake in a billion-dollar move to cut debt — will investors bite? Weak U.S. jobs data spooks Wall Street, and CrowdStrike takes a hit after an $11B outage-linked quarter. Plus, a look at STI movers like UOL, CapitaLand Ascendas REIT, and Jardine Matheson.Yum Brands, Chipotle, Singapore Paincare, Paragon REIT, Japfa, CDL, IOI Properties, CrowdStrike, CapitaLand Ascendas REIT, Jardine Matheson, UOL, Meta are discussed.See omnystudio.com/listener for privacy information.

5 Kesä 12min

Who are you being? Michelle explores the idea that to truly transform, you need to look at who you are "being" which shows up in your use of language, how you hold your body and your moods.See omnystudio.com/listener for privacy information.

4 Kesä 7min