Money and Me: Where are funds with a mandate to invest in Asia moving?

Money and Me: Where are funds with a mandate to invest in Asia moving?

Where are the Asian and global funds moving towards in Asia? As investors search for great companies today in Asia, what data points worth considering? Michelle Martin speaks with Herald van der Linde, Head of Equity Strategy, Asia Pacific, HSBC & Author of Asia’s Stock Markets from the Ground Up to find out.

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Episoder(3841)

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

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic inte...

1 Apr 22min

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global unc...

31 Mar 24min

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