Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Alethia Capital Equity Research. Both explore the implications of record-high gold prices for investors. Together, they dive into industries and stocks set to benefit from the bullion surge, including insights on jewelry companies in Hong Kong and Singapore.

Discover key growth drivers and potential risks, along with Nirgunan's perspective on stocks listed on Singapore and Hong Kong's stock exchanges that could offer value and round of the discussion with what's sparkling in investors eyes on the back of the rising middle class and consumer trends like Asians taking to courtiship rituals traditionally associate with the West.

See omnystudio.com/listener for privacy information.

Episoder(3798)

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Feb 29min

Market View: Banks, Planes & Political Signals

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...

25 Feb 23min

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

From a pop-up in London to a 10-brand international group - how do you scale in F&B without losing soul? In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality G...

24 Feb 21min

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns? In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing...

24 Feb 19min

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting...

24 Feb 18min

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge? In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 mar...

23 Feb 16min

Market View: US Tariff whiplash, Data Centre Power Plays, and Earnings in Focus

Market View: US Tariff whiplash, Data Centre Power Plays, and Earnings in Focus

Markets are anything but sleepy this morning as we come to grips with US global tariff hikes to 15%. US President Donald Trump is reimposing temporary 15% tariffs after a Supreme Court setback - Mich...

23 Feb 19min

Money and Me: Property on the Blockchain in SG?

Money and Me: Property on the Blockchain in SG?

What if you could own a slice of a prime building in Singapore for the price of a holiday - and trade it like a stock? In this episode, hosted by Michelle Martin, we unpack whether real estate tokenis...

20 Feb 17min

Populært innen Business og økonomi

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