Market View: Trump’s Budget, Musk’s Fury, and the Solar Stock Surprise
Clean energy stocks are soaring—even as President Trump mocks wind power! Michelle Martin and Ryan Huang explore the market’s curious reactions to Trump’s new “Big, Beautiful Bill". From solar surges to chipmaker tax perks, find out which stocks are rallying and which are reeling. Elon Musk takes aim at Congress, but Trump fires back with threats of deportation and DOGE drama. Plus, it’s a UP for Ford, a DOWN for Tesla, and a “cheers” to Constellation Brands—tariffs and all. The STI eyes the 4000 mark again. Companies featured: Tesla, Ford, Amazon, Constellation Brands, Intel, Micron, TSMC, Array Technologies, SunPower, Frasers Centrepoint Trust, Hongkong Land.See omnystudio.com/listener for privacy information.
2 Heinä 24min
Money and Me: What are Asia's wealthiest incorporating into their portfolios?
To what extent are Asia’s wealthiest investors turning to digital assets and tokenized stocks? Michelle Martin unpacks the rise of institutional and family office interest in digital assets with Melvin Deng, CEO of QCP. Explore the role of digital assets in portfolio diversification, growth, and risk management. Learn how structured products, tokenization, and innovation are creating access to the crypto frontier in 2025.See omnystudio.com/listener for privacy information.
1 Heinä 17min
Market View: China Fund Manager’s Hot Streak
How is a 30-year-old fund manager beating China’s markets — and even the Dow? Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart. They also break down New World Development’s US$11B refinancing, Meta’s AI ambitions, and Trump’s tariff talk. Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage. And in Singapore, which counters are surging and who is lagging? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.See omnystudio.com/listener for privacy information.
1 Heinä 20min
Money and Me: Mortgage Rates Set to Dive — Is Now the Time to Refinance?
Mortgage rates in Singapore to dip below 2% again? As fixed rates fall below floating ones and the 3-month SORA sinks, what does it all mean for homeowners and buyers? Michelle Martin finds out what’s driving these changes and when mortgage rates could finally fall below the 2% mark again. Should you switch from fixed to floating, or wait? Hosted by Michelle Martin, this episode features David Baey, CEO of Mortgage Master, who shares his insights on refinancing strategies, repricing risks, and the smartest move for your loan. f you’re out of your lock-in period, this is the episode you need to hear.See omnystudio.com/listener for privacy information.
30 Kesä 24min
Market View: From Data Centres to Director Deals — Is SGX Back in the Game?
Can Singapore’s stock market reclaim its shine with a billion-dollar REIT? NTT is launching the biggest S-REIT listing in a decade with its data centre assets, while Info-Tech Systems and China Medical aim to go public on SGX. Meanwhile, Dell and Nvidia insiders are cashing out, and Apple hits box office gold with F1. Hosted by Michelle Martin with Ryan Huang, this episode dives into SGX’s IPO revival, data centre REITs, US-China trade vibes, and insider moves. We also spotlight Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, and Q & M Dental in the STI wrap. Discussed companies NTT, Info-Tech Systems, China Medical, SGX, Dell, Nvidia, Apple, Q & M Dental, Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, Sembcorp IndustriesSee omnystudio.com/listener for privacy information.
30 Kesä 24min
Uncertainty, and Opportunity: Middle East Tensions & Singapore Markets
How has the Singapore market reacted to rising geopolitical tensions in the Middle East? Hosted by Michelle Martin, this episode unpacks how sectors within the Straits Times Index are reacting, and companies that may stand to gain. Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, shares insights on defensive plays.See omnystudio.com/listener for privacy information.
27 Kesä 6min
Money and Me: KL vs Johor. What this property investor from Singapore is looking at?
Thinking about investing up north but unsure about loan rates and long-term capital appreciation? Germaine Chow, Co-founder, I Quadrant talks about the macro -factors, regulations, taxes and must have questions in mind for the general property investor looking at Malaysia's powerhouse cities of KL and Johor.See omnystudio.com/listener for privacy information.
27 Kesä 18min
Market View: The S&P 500 is flirting with new highs — is it time to lean in?
US markets surged overnight, with the S&P 500 brushing record territory and the Nasdaq jumping nearly 1%. But Nike's shocking plunge in profits raises questions about consumer demand and inventory strategy. Michelle and Ryan discuss what this could signal for global apparel and retail. Plus, corporate moves from Core Scientific and FWD, AEM’s guidance boost, and a Tesla vs Xiaomi EV showdown. Get the global cues that could shape your Singapore portfolio next. Market View, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
27 Kesä 26min
