Money and Me: Data Centred S-REITs; here is what you need to know 

Money and Me: Data Centred S-REITs; here is what you need to know 

Join Michelle Martin as she explores the buzzing S-REITs sector with a focus on data centres! Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, who starts with a surprising answer on who he sees as top performers in the among S-REITs over the past month - he has none in his sights! After parsing the laggards, Michelle and Kenny discuss Keppel DC REIT's landmark $1.38 billion acquisition of AI-ready data centres and its implications for the regional investment landscape. Discover the driving trends behind data centre demand and their investment potential in a shifting interest rate environment. Plus, hear insights on how to position your portfolio as 2024 wraps up. It's a deep dive into the present and possible future performance of a segment of the market that is powering the AI wave you don't want to miss!

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Episoder(3839)

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

A silent gas is shaking global markets - and most investors didn’t see it coming. Michelle Martin breaks down how a supply shock tied to Middle East tensions is rippling through semiconductors, health...

20 Mar 25min

Money and Me: Why are markets still climbing if oil prices are rising?

Money and Me: Why are markets still climbing if oil prices are rising?

Oil above $110, war risks rising - yet markets are climbing… what’s really going on? Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and ...

19 Mar 23min

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stoc...

19 Mar 23min

Money and Me: The AI Capex Spend - who are the current winners?

Money and Me: The AI Capex Spend - who are the current winners?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. Investors have been piling into semiconductors but what if you wanted to look beyon...

18 Mar 25min

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI. Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robot...

18 Mar 23min

Money and Me:  Why Active ETFs Are Surging in 2026

Money and Me:  Why Active ETFs Are Surging in 2026

The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough? Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitativ...

17 Mar 21min

Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

AI demand is exploding - but can Nvidia really deliver a trillion-dollar future? Michelle Martin and Ryan Huang unpack Nvidia’s bold $1 trillion AI forecast driven by Blackwell chips, Vera Rubin syste...

17 Mar 21min

Money and Me: The MOP Wave - Property Opportunity or Warning Sign?

Money and Me: The MOP Wave - Property Opportunity or Warning Sign?

Cheap mortgages, a flood of resale flats, and a widening condo price gap - is 2026 the year to buy, sell, or refinance your property? Michelle Martin explores Singapore’s unusual property moment and w...

16 Mar 23min

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