
Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge
A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer. Hosted by Michelle Martin with Ryan Huang, this episode unpacks the impact on rivals StarHub, SingTel, and Simba, and whether market share shifts are coming. In the US, Intel’s CEO Lip-Bu Tan goes from “conflicted” to “success” overnight after meeting President Trump, sending shares up. We also discuss analyst downgrades for Sembcorp Industries and UOB, Ford’s EV push, lithium stock spikes from CATL’s mine halt, Paramount’s billion-dollar UFC rights deal, and Straco’s profit plunge. Plus, a check on the Straits Times Index movers, from Venture Corp to Sembcorp.See omnystudio.com/listener for privacy information.
12 Aug 22min

Money and Me: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?
Chinese companies are eyeing the region to expand their markets amid this trade war. Today on Money and Me, Michelle Martin takes you to a story quietly gathering momentum — one that could redefine Asia’s capital markets. Deal-making is back, with IPOs, dual listings, and share placements surging across Southeast Asia as Chinese and Hong Kong companies look to internationalise. Hosted by Michelle Martin, this episode features Jason Saw, Group Head of Investment Banking at CGS International Securities, who unpacks the forces driving this trend, from “China Plus One” evolving into “Plus Two or Plus Three,” to the hot sectors likely to benefit. Hear why Yangzijiang and Food Empire are part of the conversation, which SEA markets are emerging as the biggest winners, and how investors can position for the next wave of capital flows reshaping the region’s growth story. See omnystudio.com/listener for privacy information.
11 Aug 22min

Market View: Goldman’s Diverse Stock Picks, US Valuations, and Hyflux Trial
Will Shake Shack serve up more gains or get grilled by the market? Hosted by Michelle Martin with Ryan Huang, today’s Market View takes you inside Goldman Sachs’ latest “buy” list, featuring Shake Shack, Woodward, Tyson Foods, FMC, and Match Group. We examine whether US equities are overvalued as the S&P 500 trades well above its long-term average, preview the inflation data and Trump–Putin meeting, and track major earnings from City Developments to CapitaLand Investment. In Singapore, we revisit the high-profile Hyflux trial, play our UP or DOWN game with Nvidia, SGX, Sri Triang Gloves, and APAC Realty, and check STI movers like Sembcorp Industries and Yangzijiang Shipbuilding. Plus, the latest on how markets in Seoul, Sydney, and Singapore are starting the week. See omnystudio.com/listener for privacy information.
11 Aug 24min

Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?
Tighter rules are reshaping the property game in Singapore. From the High Court ruling that 99-1 ownership splits can be deemed tax evasion, to the Housing Development Board’s new Prime and Plus flat classifications with stricter resale conditions, today’s buyers face a whole new set of constraints. Add in the long-term implications for downgrading or cashing out, and the decision matrix has never been more complex. Hosted by Michelle Martin, this episode unpacks what these changes mean for investors and first-time buyers alike, and asks the big question: with rising restrictions at home, could overseas property be the smarter play? Daniel Sim, Founder of Golden Goose Properties chats with Michelle Martin to share his thoughts.See omnystudio.com/listener for privacy information.
8 Aug 19min

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play
A geopolitical jolt, corporate earnings swings, and a moonshot in energy — this Market View has it all. US President Donald Trump is calling for Intel CEO Lip-Bu Tan’s resignation, stoking US-China tech tensions and hitting drone maker DJI. Genting Singapore’s profits slide 34% despite higher theme park attendance, while Restaurant Brands’ earnings drop even as sales grow. In UP or DOWN, Eli Lilly, TSMC, Singapore Land, and DBS take the spotlight. The STI gains on Yangzijiang’s strong results, and in our Last Word, the US plans a nuclear power plant on the moon. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.
8 Aug 26min

Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum
Will your favourite pharma players suffer greatly because of Trumps' proposed massive pharma tariffs? Will embodied AI bring China ahead in the AI race vs the West? Can Palantir's monster results continue or is the market already pricing in perfection with this company? Michelle Martin and Arun Pai discuss geopolitics, innovation, and valuations. From Trump’s jaw-dropping plan to slap 250% tariffs on pharmaceutical imports, to the growing rift in AI strategy with open vs closed models. Michelle Martin and Arun Pai from Monk’s Hill Ventures connect the dots; Will Trump’s pharma gamble squeeze margins—or spark opportunity? Is the AI Cold War creating investible divergence? And is Palantir’s AI-fueled surge still worth chasing after a record-breaking quarter? Plus, how Mark Cuban’s Cost Plus Drugs is rewriting the pharma playbook with radical price transparency.See omnystudio.com/listener for privacy information.
7 Aug 24min

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise
DBS hits above expectations while UOB disappoints - Michelle Martin and Ryan Huang unpack what’s driving profits at Southeast Asia’s top banks. Over in the U.S., Disney doubles its earnings as theme parks and streaming shine, but TV headwinds remain. Meanwhile, trade tensions escalate: Trump doubles tariffs on India and proposes a 100% levy on semiconductor chips. What could this mean for Singapore-based chipmakers? In our UP or DOWN segment: Uber, Yangzijiang Shipbuilding, Acrophyte Hospitality Trust, and Venture Corp take the spotlight. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
7 Aug 27min

Money and Me: From Pharmacist to Property Investor Earning USD$17K/Month in Student Rentals
Ryan Chaw ate many Subway 5-foot long sandwiches and worked two jobs as he built his property empire. Now retired at age 31, he went from working as a pharmacist to real estate millionaire through student housing in just 7 1/2 short years. Michelle Martin finds out how Ryan saved and strategized his way to building a property empire of properties across the USA. Hear which parts of his model would work for property investors in Singapore who want to replicate his rent-by-room model and discover how to start building your property portfolio that supports the lifestyle you want, no matter your market.See omnystudio.com/listener for privacy information.
6 Aug 24min