Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take on the greatest investing lessons from Charlie Munger. Then, Michelle and Arun discuss the outlook for US Fed cut interest rates in 2024 and which country's stock markets show reason to cheer in 2024?

See omnystudio.com/listener for privacy information.

Episoder(3752)

Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil

Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil

With Bank Indonesia having sold 390 billion rupiah worth of government bond holdings in the secondary market, what can we expect from the pace of increase in rate hike in the near term? And given Appl...

19 Jul 20229min

Money and Me: REIT picking in an inflationary environment

Money and Me: REIT picking in an inflationary environment

For the first half of 2022, the iEdge S-Reit Index has displayed strong resilience, generating flat total returns. In fact during the period, the S-Reits and property trusts sector in Singapore saw S$...

18 Jul 202216min

Market View: SGD bond issuance volume remains resilient, New Zealand inflation accelerates, EURUSD outlook

Market View: SGD bond issuance volume remains resilient, New Zealand inflation accelerates, EURUSD outlook

What's fuelling the demand in Singapore dollar-denominated bond issuances despite the challenging macroeconomic environment of inflation and tightening monetary policy? And how much more downside is t...

18 Jul 202210min

Market View: NFT Marketplace Opensea cuts staff, New multiple profiles feature for Facebook, Inquiry into Alibaba, Jardine Cycle & Carriage, Innotek

Market View: NFT Marketplace Opensea cuts staff, New multiple profiles feature for Facebook, Inquiry into Alibaba, Jardine Cycle & Carriage, Innotek

Ryan Huang and Dan Koh discuss the latest headlines in Tech markets, evaluating the potential impacts of the new feature introduced by Meta which allows Facebook users to create up to 5 separate profi...

15 Jul 202212min

Market View: Responding to unexpectedly high US inflation - MAS, FOMC & major US stocks

Market View: Responding to unexpectedly high US inflation - MAS, FOMC & major US stocks

With US inflation rates hitting an unexpected high of 9.1% this month, Ryan Huang takes stock of price hikes in various sectors in the US and evaluates the responses to this worrying situation by the ...

14 Jul 20228min

Market View: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

Market View: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

With Boris Johnson on his way out, who are potential successors that can replace him and how are markets reacting to such news? Separately, how much are higher profit margins likely to add to Shell's ...

14 Jul 202218min

Market View: Bucking the trend - Airline Stocks, PepsiCo & Expected interest rate hikes

Market View: Bucking the trend - Airline Stocks, PepsiCo & Expected interest rate hikes

Ryan Huang discusses various stocks and sectors bucking the overall negative handover from Wall Street and the general gloomy outlook of US markets. He also discuss the expected aggressive interest ra...

13 Jul 20227min

Market View: Covid Jitters in China & US earnings sap risk appetite among investors

Market View: Covid Jitters in China & US earnings sap risk appetite among investors

Ryan Huang evaluates the gloomy start to the week as China's covid restrictions look to be tightening and US earnings take a hit, particularly among major tech stocks. Ryan also discusses the various ...

12 Jul 20226min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
finansredaksjonen
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-impressions-2
rss-andelige-tanker-med-camillo