Market View: Pills, Warships & Copper at Record Highs

Market View: Pills, Warships & Copper at Record Highs

Asia’s markets are mixed this Christmas Eve - but beneath the calm, powerful themes are moving capital fast as investors weigh healthcare breakthroughs, defence spending, and surging commodities.

Novo Nordisk jumps as US regulators approve the first-ever GLP-1 weight-loss pill, reshaping the obesity drug market.

US defence stocks rally, with Huntington Ingalls riding expectations of higher military spending and domestic shipbuilding.

Huawei defies expectations, pushing into ultra-luxury electric vehicles and outselling traditional European carmakers in China.

Meanwhile, copper and platinum hit record highs, fuelled by supply constraints, electrification, AI demand and tariff stockpiling.

From Singapore stocks to luxury crab replacing caviar, this is Market View - hosted by Michelle Martin solo.

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Episoder(3952)

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial i...

10 Jul 13min

Live Well with Michelle: The next era of intelligence - building living computers

Live Well with Michelle: The next era of intelligence - building living computers

Artificial intelligence has transformed the way we work, but could the next computing revolution come from biology instead? Hosted by Michelle Martin, this episode explores the groundbreaking field of...

10 Jul 22min

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking ma...

10 Jul 28min

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing? Hosted by Michelle Martin, we unpack the Sing...

9 Jul 10min

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

9 Jul 27min

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

9 Jul 33min

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

8 Jul 10min

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market ...

8 Jul 21min

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