Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Asia’s tech story may be entering a very different growth phase - and it’s not all about AI.

Michelle Martin and Ryan Huang unpack Macquarie’s bullish call on Asia internet stocks driven by gaming, music, super-apps and cultural exports.

From K-pop giant HYBE to platforms like Tencent, Baidu and Kakao, the focus shifts to monetising ecosystems people already live on.

The duo also examine Bernstein’s bullish bet on BYD - not just as a carmaker, but a vertically integrated tech play.

Global tensions rise as President Trump revives trade war threats against Europe, while earnings season heats up in the US.

All this and more, including Intel, Micron and Singapore market movers - hosted by Michelle Martin with Ryan Huang.

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Episoder(4069)

Market View: Buffett Bows Out, BOJ Hikes & the Yen Falls, ST Engineering’s 30% Upside?

Market View: Buffett Bows Out, BOJ Hikes & the Yen Falls, ST Engineering’s 30% Upside?

The end of an era at Berkshire Hathaway: Warren Buffett steps down as chairman after more than six decades, with his son Howard taking the chair. But could one of Buffett’s favourite trades — Japan’s ...

21 Sep 15min

Fit But Is Your Heart Healthy? What Every Runner and Hyrox Athlete Should Know

Fit But Is Your Heart Healthy? What Every Runner and Hyrox Athlete Should Know

Events like Hyrox are drawing a new generation into high-intensity competition. But being able to run fast, lift heavy or boast an impressive VO₂ max doesn’t necessarily mean your heart is healthy. So...

21 Sep 22min

Money and Me: Treasuries at 5%: Time to Lock In? Plus Gold, AI Risk and the Yen Carry Trade

Money and Me: Treasuries at 5%: Time to Lock In? Plus Gold, AI Risk and the Yen Carry Trade

US Treasury yields have crossed 5% — so is this finally the moment to lock in attractive bond income, or could yields still climb from here? Michelle Martin speaks with Swapnil Mishra, author of Inves...

21 Sep 24min

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

The Fed has raised rates, but markets are rallying as oil prices and bond yields ease. Could the rate hike also provide a much-needed boost to Singapore banks — and why might UOB emerge as a bigger be...

18 Sep 13min

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Human beings can split the atom, engineer artificial intelligence and peer billions of years into the history of the cosmos. But has our wisdom kept pace with our capabilities? In Eleven Seconds Befor...

18 Sep 23min

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

A polished presentation, an impressive property and the promise of an 8%, 10% or even 15% return — but do you actually know what you're buying and where those returns are coming from? Recent investmen...

18 Sep 25min

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

S-REITs have raised at least S$4.5 billion in equity funding this year, while average distribution yields of around 6.2% continue to tempt income investors. But after years of weak capital performance...

17 Sep 20min

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in f...

17 Sep 11min

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