Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulife US REIT.

We break down why U.S. markets slipped after a shock move from the Bank of Japan, and whether investor nerves will persist.

In UP or DOWN today: Shopify, China Vanke, Nvidia, ASX and Marco Polo Marine.

We check in on the STI, with movers including Hongkong Land, Yangzijiang Shipbuilding and Keppel DC REIT.

And in the Last Word - the booming global “kidult” economy where Lego, Jellycat, Hot Wheels and Pop Mart are rewriting the future of play.

See omnystudio.com/listener for privacy information.

Episoder(3739)

Money and Me: Will China's plans to revive its economy work, Why has Bitcoin’s surged and what's next, Gold price prospects

Money and Me: Will China's plans to revive its economy work, Why has Bitcoin’s surged and what's next, Gold price prospects

China has set an ambitious growth target of around 5% for this year. What are some of the key measures it is looking at to as to boost its flagging economy and will the measures be significant enough ...

7 Mar 202422min

Market View: SIA downgraded to ‘neutral’, ComfortDelGro, JD.com earnings results, Nordstrom, Foot Locker, Victoria’s Secret, OpenAI & Elon Musk, CrowdStrike, Intel, NYCB, S-REITS

Market View: SIA downgraded to ‘neutral’, ComfortDelGro, JD.com earnings results, Nordstrom, Foot Locker, Victoria’s Secret, OpenAI & Elon Musk, CrowdStrike, Intel, NYCB, S-REITS

Why has Citi downgraded SIA to ‘neutral’? What might JD.com’s recent earnings results suggest about China’s economy? And how is OpenAI responding to Elon Musk’s allegations? Michelle Martin and Ryan H...

7 Mar 202421min

Market View: Wall Street rally pauses, Apple 24% plunge, Huawei, Bitcoin breaches all time high, Tesla, Gold prices, China's GDP target, CrowdStrike, BYD, Temasek, AMD roadblock

Market View: Wall Street rally pauses, Apple 24% plunge, Huawei, Bitcoin breaches all time high, Tesla, Gold prices, China's GDP target, CrowdStrike, BYD, Temasek, AMD roadblock

Who's overtaking Apple as the new favourite smartphone in China? Why did AMD hit a US regulatory roadblock? And how should investors be reading Bitcoin's recent wild swings? Dan Koh and Ryan Huang ana...

6 Mar 202419min

Money and Me: What Singapore could gain from Taylor Swift?

Money and Me: What Singapore could gain from Taylor Swift?

Will the economic impact of Swift's visit be fleeting? Which sectors could benefit? Is Swift part of a broader trend that countries are likely to soon capitalize on for tangible GDP growth? Michelle M...

5 Mar 202415min

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

What’s driving Sea’s recent earnings? Why is Apple getting fined nearly $2 billion? And why are Reddit’s users threatening to bet against its IPO? Michelle Martin and Ryan Huang find out.See omnystudi...

5 Mar 202421min

Money and Me: Ladies, would you invest your CPF-OA funds?

Money and Me: Ladies, would you invest your CPF-OA funds?

What returns could you be looking at if you did invest your OA and SRS? What is the risk-return argument? Michelle Martin in conversation with So Sin Ting, CCO, Endowus to discuss why women in particu...

4 Mar 202418min

Market View: GRANOLAS vs Magnificent Seven, US Market Narrative, Raffles Medical, Wilmar International, ValueMax, Hasbro, Mattel, Super Micro, Viking Therapeurtics

Market View: GRANOLAS vs Magnificent Seven, US Market Narrative, Raffles Medical, Wilmar International, ValueMax, Hasbro, Mattel, Super Micro, Viking Therapeurtics

What’s the argument for investing in granolas? How do they compare to the Magnificent Seven? And what’s the current market narrative of US stocks? Michelle Martin and Ryan Huang unpack it all. See omn...

4 Mar 202422min

Money and Me: How much do you really need for your dream home?

Money and Me: How much do you really need for your dream home?

What is the lowest rate you can get refinancing your mortgage in today's IR environment? How can you find an property agent who will charge you half the usual commission rate?  Michelle Martin speaks ...

1 Mar 202414min

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