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?

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Episoder(3716)

Market View: UMS Holdings, Centurion Corporation, Suntec REIT, DBS, SingTel, Keppel, Qualcomm, Intel, Physics Wallah, Synergy Marine Group, Constellation Energy, YTL Corporation, Frasers Centrepoint Trust

Market View: UMS Holdings, Centurion Corporation, Suntec REIT, DBS, SingTel, Keppel, Qualcomm, Intel, Physics Wallah, Synergy Marine Group, Constellation Energy, YTL Corporation, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers UMS Holdings, Centurion Corporation, and Suntec REIT as directors make notable moves. Discov...

23 Sep 202423min

Money and Me: Navigating Rate Cuts with ETFs and Tim Phillips

Money and Me: Navigating Rate Cuts with ETFs and Tim Phillips

As the US Federal Reserve initiates rate cuts, how should investors adjust their portfolios? Discover how interest rate cuts impact broad market ETFs, and which sectors historically benefit from lower...

20 Sep 202415min

Influence: The F1 and a turbocharged Singapore Market

Influence: The F1 and a turbocharged Singapore Market

Michelle Martin chats with Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research to determine the confluence of positive market developments here and how that could impa...

20 Sep 20247min

Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Markets across Asia rallied, driven by a 50-basis-point rate cut in the US. Key sectors benefiting include REITs...

20 Sep 202418min

Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses

Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Join Michelle Martin as she explores the US Federal Reserve’s aggressive interest rate cut and its impact on global markets. Ar...

19 Sep 202425min

Market View: US Federal Reserve, Apple, ST Engineering, Intuitive Machines, Chinese Chipmakers, Google, 23andMe, CapitaLand Ascendas REIT, CapitaLand Investment, Mapletree PanAsia Commercial Trust, Sembcorp Industries

Market View: US Federal Reserve, Apple, ST Engineering, Intuitive Machines, Chinese Chipmakers, Google, 23andMe, CapitaLand Ascendas REIT, CapitaLand Investment, Mapletree PanAsia Commercial Trust, Sembcorp Industries

Join Michelle Martin on her tour of markets! Michelle and Ryan explore the US Federal Reserve’s recent rate cut and its impact on stocks like Apple and ST Engineering. They also discuss major developm...

19 Sep 202419min

Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Join Michelle Martin on her tour of markets! Shares in Tokyo rise as Japan digests trade figures, while Sydney waits for the U.S. interest rate decision. Hosted by Michelle Martin with Ryan Huang, the...

18 Sep 202419min

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Join Michelle Martin as she explores the ongoing rally in Singapore’s S-REIT sector and the impact of potential Fed rate cuts. Michelle with guest Kenny Loh, REIT Specialist and Independent Financial ...

18 Sep 202426min

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