Money and Me: What Singapore investors need to know about Budget 2026 and Brewing Billions in China's Market 

Money and Me: What Singapore investors need to know about Budget 2026 and Brewing Billions in China's Market 

From Singapore’s AI ambitions to China’s EV and bubble tea giants - where is the smartest risk-reward right now?

Singapore’s Budget 2026 signals an accelerated AI roadmap just as Chinese growth names like BYD, XPeng, Pop Mart and Guming Holdings capture investor attention, hosted by Michelle Martin.

We unpack Prime Minister Lawrence Wong’s innovation-led strategy and what it could mean for Singapore equities and AI infrastructure plays.

Then we pivot to China’s EV landscape as global registrations soften and policy shifts test demand resilience.

BYD’s battery leadership and export muscle face off against XPeng’s tech-driven autonomy ambitions.
Pop Mart’s IP-powered collectibles and Guming’s beverage expansion highlight the power - and risk - of consumer identity investing.

Are these companies building durable global franchises, or riding policy tailwinds and cyclical momentum?

See omnystudio.com/listener for privacy information.

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

Are markets rallying on strength - or simply ignoring the risks building beneath the surface? Big Tech splits into two camps: AI heavyweights like Alphabet, Amazon, Meta and Microsoft pour billions in...

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Money and Me: He got out of $740k debt with this system and says any investor can use it 

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23 Apr 25min

Market View: Tesla’s $25B Bet, Oil at $100, and the Battery Disruption Ahead

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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

Market View: Profits, Policy & Power Plays - DFI Retail, United Airlines, Adobe, CATL in Focus

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Earnings are booming, what does this signal about market sentiment? Michelle Martin and Ryan Huang unpack a split global picture: DFI Retail surges on resilient consumer demand while United Airlines w...

22 Apr 25min

Money and Me: The $4 Million Mistake That Wasn’t - When Selling Early Wins

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What if walking away from millions is actually the smartest move you’ll ever make? Michelle Martin sits down with Chin Hui Leong, Co-founder of The Smart Investor, to unpack the psychology of selling ...

21 Apr 18min

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