New book unveils major post-Covid investable themes for the lay investor

New book unveils major post-Covid investable themes for the lay investor

How can you spot investment opportunities given the major investment turning points during the pandemic? From airline stocks, e-commerce platforms, silver, to rubber, Michelle Martin dives into the book “Investing in The Covid Era” with the book’s author Nirgunan Tiruchelvam.

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Episoder(3778)

Market View: Big Box Power Moves & Retail Ripples

Market View: Big Box Power Moves & Retail Ripples

Walmart just sent a signal about the state of the US shopper - and it’s not what you may think. Michelle Martin and Ryan Huang unpack Walmart’s blockbuster quarter, surging e-commerce momentum, and it...

21 Nov 202522min

Influence: The AI Mandate Reshaping Global Investing

Influence: The AI Mandate Reshaping Global Investing

AI-enhanced investing meets Singapore’s $5B market catalyst - and Manulife is at the centre of both. Singapore’s equity markets just received a major boost as MAS appointed Manulife IM among six globa...

20 Nov 202519min

Money and Me: Where Smart Capital Is Heading in 2026

Money and Me: Where Smart Capital Is Heading in 2026

Global real estate is finally stabilising - but the opportunities and risks are not where most investors think. As 2025 closes, the real estate cycle is shifting: interest-rate steadiness, gradual pr...

20 Nov 202522min

Market View: Nvidia’s Moonshot & The Tech Tipping Point

Market View: Nvidia’s Moonshot & The Tech Tipping Point

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market se...

20 Nov 202522min

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors. ...

19 Nov 202518min

Market View: Is the AI trade unravelling? 

Market View: Is the AI trade unravelling? 

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as th...

19 Nov 202524min

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

What risks may be hiding behind the “democratisation of PE” narrative? Tim Phillips of TimTalksMoney breaks down liquidity traps, private-credit ETFs, and the red flags every investor should spot. The...

18 Nov 202525min

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

We start with a blockbuster IPO. Pinkfong’s Baby Shark empire makes waves with it's debut, stirring questions about Korea’s content boom. U.S. markets wobble as Nvidia, Tesla, and crypto-linked stocks...

18 Nov 202517min

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