Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

US stocks have been swan diving in the run up to new US tariffs on Canada, Mexico, and China.

Set to take effect this afternoon (Singapore time), what could the tariffs mean for global stock markets?

Nvidia has tumbled 7% year to date despite strong earnings and guidance - what’s behind the drop?

We also analyze shifting Fed rate expectations and the impact on investors.

Singapore’s 6-month T-bill yield has hit its lowest since 2022 - what’s driving the decline, and are there better cash alternatives?

inally, we discuss China’s tech stocks following President Xi’s meeting with Jack Ma.

Join Michelle Martin as she chats with Cheng Chye Hsern, Head of Investment at Providend.

See omnystudio.com/listener for privacy information.

Episoder(3782)

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors. ...

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Market View: Is the AI trade unravelling? 

Market View: Is the AI trade unravelling? 

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as th...

19 Nov 202524min

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

What risks may be hiding behind the “democratisation of PE” narrative? Tim Phillips of TimTalksMoney breaks down liquidity traps, private-credit ETFs, and the red flags every investor should spot. The...

18 Nov 202525min

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

We start with a blockbuster IPO. Pinkfong’s Baby Shark empire makes waves with it's debut, stirring questions about Korea’s content boom. U.S. markets wobble as Nvidia, Tesla, and crypto-linked stocks...

18 Nov 202517min

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

The global automotive industry is undergoing its greatest transformation in a century - electrification, digital ownership and self-driving technology. In this episode, we explore how Borneo Motors Si...

17 Nov 202521min

Money and Me: Are S-REITs Still Worth the Climb?

Money and Me: Are S-REITs Still Worth the Climb?

Industrial REITs are steady, yields are juicy, and rates are falling - so is now the moment to move? Hosted by Michelle Martin, this episode breaks down why industrial S-REITs have held firm with stro...

17 Nov 202516min

Market View: Buffett’s Quiet Accumulation & the Luxury Shake-Up

Market View: Buffett’s Quiet Accumulation & the Luxury Shake-Up

The Oracle of Omaha makes a surprise tech bet - what does Warren Buffett know that the rest of the market doesn’t? Hosted by Michelle Martin with Ryan Huang, we break down the Berkshire Hathaway portf...

17 Nov 202522min

Money and Me: Bubble Signs or Smart Moves?

Money and Me: Bubble Signs or Smart Moves?

SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals,...

13 Nov 202523min

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