Market View: From Data Centres to Director Deals — Is SGX Back in the Game?
Can Singapore’s stock market reclaim its shine with a billion-dollar REIT? NTT is launching the biggest S-REIT listing in a decade with its data centre assets, while Info-Tech Systems and China Medical aim to go public on SGX. Meanwhile, Dell and Nvidia insiders are cashing out, and Apple hits box office gold with F1. Hosted by Michelle Martin with Ryan Huang, this episode dives into SGX’s IPO revival, data centre REITs, US-China trade vibes, and insider moves. We also spotlight Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, and Q & M Dental in the STI wrap. Discussed companies NTT, Info-Tech Systems, China Medical, SGX, Dell, Nvidia, Apple, Q & M Dental, Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, Sembcorp IndustriesSee omnystudio.com/listener for privacy information.
30 Jun 202524min
Uncertainty, and Opportunity: Middle East Tensions & Singapore Markets
How has the Singapore market reacted to rising geopolitical tensions in the Middle East? Hosted by Michelle Martin, this episode unpacks how sectors within the Straits Times Index are reacting, and companies that may stand to gain. Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, shares insights on defensive plays.See omnystudio.com/listener for privacy information.
27 Jun 20256min
Money and Me: KL vs Johor. What this property investor from Singapore is looking at?
Thinking about investing up north but unsure about loan rates and long-term capital appreciation? Germaine Chow, Co-founder, I Quadrant talks about the macro -factors, regulations, taxes and must have questions in mind for the general property investor looking at Malaysia's powerhouse cities of KL and Johor.See omnystudio.com/listener for privacy information.
27 Jun 202518min
Market View: The S&P 500 is flirting with new highs — is it time to lean in?
US markets surged overnight, with the S&P 500 brushing record territory and the Nasdaq jumping nearly 1%. But Nike's shocking plunge in profits raises questions about consumer demand and inventory strategy. Michelle and Ryan discuss what this could signal for global apparel and retail. Plus, corporate moves from Core Scientific and FWD, AEM’s guidance boost, and a Tesla vs Xiaomi EV showdown. Get the global cues that could shape your Singapore portfolio next. Market View, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
27 Jun 202526min
Money and Me: Million-Dollar HDBs – How High Can Prices Go?
Singapore’s million-dollar HDB club is growing fast. From just 0.3% of the market five years ago to nearly 6% today, the public housing landscape is shifting. Are we on the brink of seeing S$2 million flats? Or will policy curb the climb? Michelle Martin asks Mark Yip, CEO of Huttons Asia, whether this is a trend, tipping point or if there is a good argument to be made not to rush into buying into the resale market. They explore demand drivers, buyer profiles, and the hottest locations in resale. Hosted by Michelle Martin, this episode is for the property hound.See omnystudio.com/listener for privacy information.
26 Jun 202523min
Market View: Micron's Billions, Nvidia's Comeback & Why Singapore Inc. is Back in Focus
Micron's record US$9 billion quarter and Nvidia’s US$1.4 trillion rebound are setting the pace for tech stocks. Is Singapore Inc. the next market darling? Morgan Stanley seems to think so. From DBS and CapitaLand to SGX, we unpack the bullish call on Singapore equities. Plus, a closer look at AeroVironment, Keppel, ST Engineering, and Yangzijiang Shipbuilding. And in our final word: Can Cooper Flagg make New Balance a true Nike rival? Hosted by Michelle Martin with Ryan Huang, this episode dives into markets, brands, and billion-dollar momentum.See omnystudio.com/listener for privacy information.
26 Jun 202520min
Market View: Powell Pauses, Oil Simmers, and JD.com Reignites the Delivery Wars
Operation Midnight Hammer provided limited damage to Iran's nuclear programme. Markets are weighing if an end to the 12 day war is in sight and Powell’s calm as geopolitical tensions and oil risks rise. Meanwhile, FedEx beats the street with bold cost cuts, while Carnival sails back to profitability. Apple and Tesla are back in analyst crosshairs as upgrades and rollouts shape sentiment. And JD.com’s founder sparks headlines with a viral food delivery run. Hosted by Michelle Martin with Ryan Huang, bringing you the global pulse of markets every morning.See omnystudio.com/listener for privacy information.
25 Jun 202526min
Money and Me: Positioning for a Multipolar World – Tariffs, Demographics, and Long-View Investing
How do global investors view a shift to a multipolar world? Michelle Martin speaks with Mark Ho of RealVantage to hear how the company views tariff risk, long-term demographic drivers, and how investors can view opportunistic positioning today. Hosted by Michelle Martin, this episode helps us understand how long-view investors frame what’s next.See omnystudio.com/listener for privacy information.
25 Jun 202516min
