Market View: Wall Street 2023 forecast goes wrong, US Markets Santa Claus rally, Nvidia, X, S-REITs and Tourism related stocks, Japan's economy, Xiaomi entry into EV space, China's 2024 economy forecast

Market View: Wall Street 2023 forecast goes wrong, US Markets Santa Claus rally, Nvidia, X, S-REITs and Tourism related stocks, Japan's economy, Xiaomi entry into EV space, China's 2024 economy forecast

Why was the consensus by Wall Street strategists so wrong in 2023? What does the recent 'Santa Claus' rally indicate about what's to come in 2024? And does Xiaomi have what it takes to take on the likes of Tesla and Porsche? Dan Koh and Ryan Huang find out.

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Episoder(3739)

Money and Me: Nvidia and AI, US fixed income allocation, Worldcoin cryptocurrency

Money and Me: Nvidia and AI, US fixed income allocation, Worldcoin cryptocurrency

Could AI do to Nvidia what the dot-com boom did to Sun Microsystems? How much risk should one take while investing in AI? And should the dominant allocation for investors still be fixed income even af...

10 Aug 202322min

Market View: Country Garden in crisis, China slides into deflation, Disney, Roblox, DBS, Singapore Land, ThaiBev, SGX, BHG Retail REIT, Prime US REIT, Wegovy’s landmark trial

Market View: Country Garden in crisis, China slides into deflation, Disney, Roblox, DBS, Singapore Land, ThaiBev, SGX, BHG Retail REIT, Prime US REIT, Wegovy’s landmark trial

Worries about China’s real estate sector are coming to the forefront again… Could Country Garden be a repeat of China Evergrande’s default? And with obesity drugs helping people eat less, which food c...

10 Aug 202318min

Money and Me: Which 3 banks could benefit from Asia’s growth story?

Money and Me: Which 3 banks could benefit from Asia’s growth story?

Which 3 banks owned by Singapore’s sovereign wealth fund stand out?  Will UOB’s exclusive Taylor Swift ticket sales bump up their stock? Michelle Martin speaks to Tim Phillips, Head of Content & Inves...

8 Aug 202323min

Market View: REITs, SIA, US Markets, OUE Saudi Aramco, Tesla, Palantir

Market View: REITs, SIA, US Markets, OUE Saudi Aramco, Tesla, Palantir

What will be the hardest part of the Sabana REIT transition? Why are Elite Commercial REIT and Paragon REIT reporting big drops in DPU? What does the US Treasury volatility mean for the economy? Miche...

8 Aug 202321min

Money and Me: Where are interest rates going and what are the implication of Fitch downgrading US credit?

Money and Me: Where are interest rates going and what are the implication of Fitch downgrading US credit?

Why did Fitch decide to cut the US credit rating and what should an investor think about before investing in China given the current economic situation? Michelle Martin speaks to Cheng Chye Hsern, Hea...

7 Aug 202318min

Market View: Berkshire Hathaway, US Markets, Chinese stocks, Sabana Reit, Toyota, X, Vibrant Group

Market View: Berkshire Hathaway, US Markets, Chinese stocks, Sabana Reit, Toyota, X, Vibrant Group

What are the driving factors behind the slowdown of Berkshire Hathaway’s share buybacks? What’s on the radar for the week ahead? How are Chinese Markets shaping up? Michelle Martin unwraps these detai...

7 Aug 202321min

Read: "LIVE" with novelist Tan Twan Eng

Read: "LIVE" with novelist Tan Twan Eng

Literary supernova Tan Twan Eng talks about how he works and his latest book "The House of Doors" which has been nominated for the Booker Prize in this live conversation with his superfan Michelle Mar...

7 Aug 202323min

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

What stands out from OCBC’s earnings? Which Singapore Bank - DBS, UOB or OCBC is performing the best? Apple or Amazon, which company is reporting better profits and why? Michelle Martin and Ryan Huang...

4 Aug 202320min

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