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 about whether this is strategy or shock.

We unpack the counterintuitive idea that higher oil prices could be a geopolitical tool - and what that means for China, inflation, and markets.

In stock focus, Amkor Technology rides the AI boom with ties to Apple and TSMC, while Wee Hur draws bullish calls from DBS.

Earnings season kicks off with Goldman Sachs, JPMorgan Chase, BlackRock and Netflix all in focus.

Corporate movers include Hermès, GSK and Olam, while the STI sees gains led by Singapore Exchange - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3827)

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

If the biggest thing holding you back from investing is just not knowing where to begin, we have got you covered today. We break down what really matters when choosing an investment platform - beyond ...

8 Apr 24min

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Veteran of the crypto market CEO of Morph, Colin Goltra is optimistic that the average person will comfortably let AI spend money on their behalf by the end of this year. A new wave of “agentic commer...

7 Apr 19min

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loo...

7 Apr 19min

Money and Me: Investors and North Asia Edge 

Money and Me: Investors and North Asia Edge 

What if the next big investment opportunity isn’t in the US, but right next door in Asia where much of AI's backbone is being built? We zoom in on the “Golden Triangle” of Japan, South Korea and Taiwa...

6 Apr 18min

Market View: Oil Shock, AI Wars & EV Reality Checks

Market View: Oil Shock, AI Wars & EV Reality Checks

Markets are climbing - but under the surface, pressure is building fast. Oil surges past US$110 as geopolitical risks collide with resilient US jobs data. Starbucks’ turnaround efforts fall flat with ...

6 Apr 21min

Money and Me: The transformations ahead for Agentic AI and real estate

Money and Me: The transformations ahead for Agentic AI and real estate

AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and...

2 Apr 24min

Market View: Intel’s Comeback, Visa’s AI Play & SpaceX’s Trillion-Dollar Orbit

Market View: Intel’s Comeback, Visa’s AI Play & SpaceX’s Trillion-Dollar Orbit

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Int...

2 Apr 22min

Money and Me: Paring risk as the Straits of Hormuz remains closed

Money and Me: Paring risk as the Straits of Hormuz remains closed

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dan...

1 Apr 16min

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