Markets and Biden, Inflation or deflation, outlook for oil and gold and what that commodity super cycle is all about

Markets and Biden, Inflation or deflation, outlook for oil and gold and what that commodity super cycle is all about

Michelle Martin and Arun Pai, Chief Strategy Officer at Flow to discuss Biden's day one promises, China barring big name US politicians from visiting, Yellen's testimony on US policy towards China and stimulus relief, Seagulls' argument on inflation, an outlook for oil in 2021, gold prices and Goldman Sachs' theory on a commodity supercycle.

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Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into share buybacks by Singapore blue chips like DBS, CapitaLand, and Yangzijiang Financial,...

2 Des 202423min

Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

How should investors be reading Japan’s latest inflation data? Why are some stocks cheering on the US' escalation of their crackdown on Beijing’s tech ambitions? And where can you find investment oppo...

29 Nov 202426min

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed, with gains in Sydney, bearish sentiment in Tokyo, and flat movement in Seoul. Hosted by Michelle Martin, who chats ...

28 Nov 202422min

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

What do the latest set of minutes suggest about the trajectory of the Fed’s interest rate policy path? How are markets reacting to Trump’s news of tariffs? And why are retail investors cashing out of ...

27 Nov 202421min

Money and Me: How is Tokenization taking off in Asia?

Money and Me: How is Tokenization taking off in Asia?

Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there wi...

26 Nov 202425min

Read: What Went Wrong with Capitalism by Ruchir Sharma

Read: What Went Wrong with Capitalism by Ruchir Sharma

Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts,...

26 Nov 202419min

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Join Michelle Martin as she deftly tours world markets. Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets’ decline despite Wall Street’s record highs. Hear fresh ...

26 Nov 202422min

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar...

25 Nov 202424min

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