Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

Episoder(3692)

Market View: Meta, CapitaLand India Trust, CapitaLand China Trust, Digital Core REIT, OUE REIT, Heineken,  Hilton, Biogen

Market View: Meta, CapitaLand India Trust, CapitaLand China Trust, Digital Core REIT, OUE REIT, Heineken, Hilton, Biogen

What is driving Meta’s profit surge and why are shares down 15% this morning? WE look at a host of reits, what share buybacks appear to be put on hold and the STI constituent that has not been receiving much investor love.Blitz through markets with Michelle Martin and Willie Keng, founder The DIvidend Titan.See omnystudio.com/listener for privacy information.

25 Apr 202423min

Little Luxury : Why you need to watch Hamilton

Little Luxury : Why you need to watch Hamilton

Michelle Martin reviews Hamilton the musical.See omnystudio.com/listener for privacy information.

25 Apr 20244min

Market View : Tesla, Kering, Spotify, Visa

Market View : Tesla, Kering, Spotify, Visa

Tesla: what’s behind its 55% drop in profits? Markets: US vs London vs Hong Kong which would are Chinese investors choosing? HK Land’s business and more are discussed in this conversation between Michelle Martin and Dividend Titan’s Willie Keng.See omnystudio.com/listener for privacy information.

24 Apr 202420min

Money and Me: How much would you need to move you and your family to Australia?

Money and Me: How much would you need to move you and your family to Australia?

Have you been thinking of picking up your family and moving internationally? International broadcaster Jason Dasey who lived in Singapore but now calls Brisbane home, fills us in on property prices and the life adjustments needed for a successful move.See omnystudio.com/listener for privacy information.

24 Apr 202422min

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Will Bitcoin's price rise now that the fourth halving has occurred? Hassan Ahmed, Country Director, Singapore, at Coinbase  joins Michelle Martin to discuss Bitcoin ETF dynamics, price movements post-halving, and expectations moving forwardSee omnystudio.com/listener for privacy information.

24 Apr 20245min

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

What can we see from the latest chip stock earnings? Are we seeing a reality check on the AI growth story? Which of your cards will give you less bonus airmiles for your spend? How can you as a beginner investor ride on the boom in India and Japan's stock markets? And why is this theme a really compelling adjunct to the AI story? Michelle Martin finds out with Tim Phillips, founder timtalksmoney.comSee omnystudio.com/listener for privacy information.

23 Apr 202426min

Market View:CapitaLand Ascendas REIT and Nanofilm Technologies, the Singapore market, Tesla's earnings, Tencent, Gold, Starhub, Seatrium

Market View:CapitaLand Ascendas REIT and Nanofilm Technologies, the Singapore market, Tesla's earnings, Tencent, Gold, Starhub, Seatrium

What’s driving Nanofilm’s business?How is CapitaLand Ascendas REIT able to charge higher rents on 17% of it's leases? Why does SGX want to make it easier for shareholders to cal special meetings? What are expectations ahead of Tesla's earnings? Michelle Martin finds out in conversation with WIllie Keng, founder the Dividend Titan finance blog.See omnystudio.com/listener for privacy information.

23 Apr 202421min

Market View:  Nvidia, Super Micro Computer, Tik Tok, Bytedance in the US, Lululemon, P&G, DBS

Market View: Nvidia, Super Micro Computer, Tik Tok, Bytedance in the US, Lululemon, P&G, DBS

Why have investors been dumping shares of two of the hottest performing tech AI companies this year? Should you buy Nvidia today? If Bytedance sells its US operations, what could that mean for its business?  Are there further signs of liquidity issues in China's property markets? Get a tour of the latest earnings of Lululemon, Procter & Gamble , Ibotta and more companies in this edition of market view, where Michelle Martin invites Willie Keng, founder of the Dividend Titan, to share his views.See omnystudio.com/listener for privacy information.

22 Apr 202420min

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