Market View: China’s Vanke Shock & KIT’s Big Buy Call

Market View: China’s Vanke Shock & KIT’s Big Buy Call

A major tremor hits China’s property market — and investors didn’t see it coming.

China Vanke’s sudden bond-payment delay rattles confidence in a sector already stretched thin.
We break down if the stress could spill over to its peers.

RHB issues a bullish call on Keppel Infrastructure Trust, as we examine its diverse assets across energy, environment and distribution.

Plus, an STI check-in with movers like Seatrium, City Developments, Genting Singapore and Keppel DC REIT.

And Hollywood is entering the culture wars, as Trump reportedly nudges Skydance and Paramount to revive Rush Hour 4. What on earth for?

Find out.

Market View — hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Episoder(4009)

Market View : Sea’s 40% Surge, Nvidia’s US$500 Billion AI Bet and CoreWeave’s Revenue Boom

Market View : Sea’s 40% Surge, Nvidia’s US$500 Billion AI Bet and CoreWeave’s Revenue Boom

Sea Limited delivers another profitable quarter as Shopee hits new highs - but has its 40 percent share-price rally run too far? Nvidia releases a new open AI model and mobilises US$500 billion to fin...

12 Aug 15min

READ: Culture Can Make or Break a Startup’s Global Ambitions

READ: Culture Can Make or Break a Startup’s Global Ambitions

Are you a start-up founder who can code-switch in different societies? In this episode of READ, Michelle Martin speaks with Vinnie Lauria author of Mind the Gap, about the cultural blind spots that ca...

12 Aug 20min

Money and Me: Would You Trust AI With Your Money? Where the Machines Fall Short

Money and Me: Would You Trust AI With Your Money? Where the Machines Fall Short

Nearly half of consumers are already using AI to help guide savings and investment decisions. But when does a useful financial tool become a dangerous shortcut? On Money and Me, Michelle Martin speaks...

12 Aug 19min

Market View: AI’s Cybersecurity Boom, Microsoft’s 30% Upside, TSMC Surges & Singapore Raises Growth Forecast

Market View: AI’s Cybersecurity Boom, Microsoft’s 30% Upside, TSMC Surges & Singapore Raises Growth Forecast

AI is creating a new cybersecurity arms race - and investors are taking notice. Michelle Martin looks at why CrowdStrike and Palo Alto Networks have hit record highs after Black Hat put the growing th...

11 Aug 17min

Money and Me : 3 Forgotten Blue Chips: Ready for a Comeback?

Money and Me : 3 Forgotten Blue Chips: Ready for a Comeback?

The STI has enjoyed a strong run, but not every blue chip has kept pace. 3 stocks have all lagged the benchmark - after years of disruption, restructuring and investor patience being put to the test. ...

11 Aug 22min

Market View: DBS Delivers, Disney Delights, and Can SpaceX Investors Bounce Back?

Market View: DBS Delivers, Disney Delights, and Can SpaceX Investors Bounce Back?

DBS posts another record quarter, lifting profits and rewarding shareholders with a higher dividend. Disney surprises Wall Street with strong earnings, while US stocks hover near record highs on hopes...

6 Aug 10min

READ WITH MICHELLE: How to get through to anyone 

READ WITH MICHELLE: How to get through to anyone 

Why do some people still get their message across when the receiver is angry while the rest of us feel like we are hitting a brick wall in our struggle to be heard? In this episode, Michelle Martin ex...

6 Aug 7min

Money and Me: Can SpaceX recover the way Facebook did? Are you missing a key component of today's portfolio if you invest in the S&P 500 for diversification?

Money and Me: Can SpaceX recover the way Facebook did? Are you missing a key component of today's portfolio if you invest in the S&P 500 for diversification?

Could Tesla and SpaceX ever merge, or are geopolitical realities too great to overcome? We examine SpaceX's first earnings report as a public company and whether investors sitting on losses should tak...

6 Aug 21min

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