Money and Me: Asia at the Crossroads - AI, Valuations and What Really Matters in 2026

Money and Me: Asia at the Crossroads - AI, Valuations and What Really Matters in 2026

Asia’s markets are flashing mixed signals - so how is a smart investor to think through where to really place money?

Michelle Martin unpacks Morningstar’s Q1 2026 Asia Investment Outlook with Lorraine Tan, cutting through the noise on growth, rates and risk.

From AI-driven earnings to valuation support - what’s real, what’s hype, and where the cracks could form.

We zoom in on fund flows, asset allocation shifts, and how China and Japan are shaping the regional picture.

Plus four Singapore stocks in focus - Singtel, StarHub, ST Engineering and SIA - and what investors should actually watch for next.

Finally, we talk portfolio anchors, red flags, and how to balance opportunity with defence in the year ahead - hosted by Michelle Martin.

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Episoder(3846)

Market View: AI Arms Race vs Apple’s Buyback Machine - Intel’s Surge & Markets on Edge

Market View: AI Arms Race vs Apple’s Buyback Machine - Intel’s Surge & Markets on Edge

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What if the biggest risk in markets today is not thinking big enough? US markets surge to record highs even as oil spikes past $100, signalling a fragile balance between growth and geopolitical risk. ...

23 Apr 24min

Money and Me: Investing Beyond Earth

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Beyond ARKX and UFO how can you think of adjacent plays to the space economy? Michelle Martin explores the fast-emerging space economy with Alvin Chow, Co-founder of Dr Wealth. From Alphabet’s billion...

22 Apr 22min

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22 Apr 25min

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