Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

From red ink to record profits - but how are Grab investors reacting?

Grab posts its first full-year profit of US$268 million - and launches a US$500 million buyback - even as shares slide on concerns over growth and its US$425 million acquisition of Stash Financial.

On Budget Day, we unpack what Singapore’s AI push, tighter CDC payouts and upskilling drive could mean for markets and households.

In UP or DOWN: Apple’s Siri stumbles, McDonald’s value strategy delivers, Cloudflare rides the AI agent wave, and real estate services stocks wobble in the latest AI scare trade.

Back home, the STI edges closer to 5,000, with SGX and Singtel leading while CapitaLand Investment slips.

And in The Last Word - Avicii’s Wake Me Up crosses 3 billion streams, proving disruption often sounds risky before it sounds iconic.

Hosted by Michelle Martin with Ryan Huang.

In focus today : Grab, Stash Financial, Apple, McDonald’s, Cloudflare, Singapore Exchange (SGX), Singtel, CapitaLand Investment, Spotify.

See omnystudio.com/listener for privacy information.

Episoder(3841)

Influence: A made-in Singapore AI tutor that can improve how kids learn

Influence: A made-in Singapore AI tutor that can improve how kids learn

Want an AI tutor at home for about $40 a month for your primary schooler? Michelle Martin explores one option with guest: Tan Yueh Phern. We unpack how AI learning platforms like Luminee Learning aim ...

15 Apr 20min

Money and Me: Your CPF, Your Future - Come 2028 a new scheme for those struggling with decisions in markets

Money and Me: Your CPF, Your Future - Come 2028 a new scheme for those struggling with decisions in markets

Retirement is about to be reinvented - but will the new CPF scheme work for you? Michelle Martin unpacks Singapore’s upcoming CPF Investment Scheme and what it means for your long-term wealth - hoste...

15 Apr 23min

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Market View: Banks Boom, Oil Surges & AI Goes Physical—Markets Near Highs but Risks Linger

Wall Street rallies toward all-time highs as blockbuster earnings from major banks fuel optimism -hosted by Michelle Martin with Ryan Huang. Citigroup and Goldman Sachs lead a trading-driven surge, wh...

15 Apr 23min

Money and Me: Where to Park $200K as War and Rates collide

Money and Me: Where to Park $200K as War and Rates collide

When the world feels unstable, doing nothing might be your smartest move - or your biggest mistake. As geopolitical tensions and rising energy prices reshape markets, investors are being forced to ret...

14 Apr 27min

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

We start in Singapore where the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster ear...

14 Apr 22min

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Meet an insider in Singapore's private club scene. Michelle Martin speaks with Ben Jones, Founder of Mandala Club and Co-founder of ICON1C, to unpack the evolution of modern luxury. From curated commu...

13 Apr 17min

Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

S-REITs are under pressure - where is smart money quietly stepping towards? Rising oil prices linked to the Strait of Hormuz are driving costs higher and dragging REIT valuations lower. The iEdge S-RE...

13 Apr 17min

Market View: Oil Blockade Shock, AI Chip Plays & Earnings Season - Amkor, Apple, TSMC in Focus

Market View: Oil Blockade Shock, AI Chip Plays & Earnings Season - Amkor, Apple, TSMC in Focus

Markets are rallying - but what does oil flashing over $100 indicate? Geopolitics takes centrestage as Strait of Hormuz tensions escalate, with oil prices surging past US$100 and raising questions abo...

13 Apr 23min

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