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(3694)

Little Luxuries

Little Luxuries

After Valentines day, a happy marriage happened right here in Singapore  - Hokkaido's finest produce and Peruvian cooking flair have come together. But they will stay together for a limited time. Michelle Martin finds out more about this limited edition experience that brings seafood from once of Japan's best known regions together with the colour and vibrancy of Peruvian cuisine. See omnystudio.com/listener for privacy information.

20 Feb 20244min

Money and Me: Doing away with the CPF Special Account - Your options now

Money and Me: Doing away with the CPF Special Account - Your options now

One of the most talked about decisions unveiled in Budget 2024 is the closure of the Special Account of members aged 55 and above from early 2025. If you were “shielding” what can you do now? What does this mean for those of us who still want to maximize our retirement savings? Michelle Martin finds out with Loo Cheng Chuan, Founder, 1M65 Movement.See omnystudio.com/listener for privacy information.

19 Feb 202419min

Market View: Retail investors buy Singapore stocks, 10 S-REITs topping retail net inflows YTD, Lendlease, Sri Trang Agro-Industry, Singapore Institute of Advanced Medicine, Cosco Shipping, Dasin Retail Trust fires CEO of trustee-manager

Market View: Retail investors buy Singapore stocks, 10 S-REITs topping retail net inflows YTD, Lendlease, Sri Trang Agro-Industry, Singapore Institute of Advanced Medicine, Cosco Shipping, Dasin Retail Trust fires CEO of trustee-manager

Of the $1 billion of Singapore stocks that retail investors bought in early 2024, which companies stood out? Meanwhile, which S-REITs are attracting the most interest so far this year? And why did Dasin Retail Trust fire the CEO of its trustee-manager? Michelle Martin and Ryan Huang unpack it all.See omnystudio.com/listener for privacy information.

19 Feb 202421min

Money and Me: US Office Reits - the immediate outlook is bleak but there are opportunities for investors

Money and Me: US Office Reits - the immediate outlook is bleak but there are opportunities for investors

We take a closer look at the deterioration of the pure play US office Reit sector. With the US Fed interest rate path as vague as ever, which companies are likely to struggle and can investors find attractive opportunities? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.See omnystudio.com/listener for privacy information.

16 Feb 202418min

Market View: Keppel Pacific Oak US Reit 40% plunge, Shake Shack earnings, Airbus, BHP, TripAdvisor, Coinbase, SIA Engineering, Coca-Cola dividend, TSMC powering Taiwan’ stock index, Japan’s economy

Market View: Keppel Pacific Oak US Reit 40% plunge, Shake Shack earnings, Airbus, BHP, TripAdvisor, Coinbase, SIA Engineering, Coca-Cola dividend, TSMC powering Taiwan’ stock index, Japan’s economy

What’s the latest sentiment on pure play US Office S-REITs today? How did Shake Shack perform in 2023? And what  is Nvidia buying? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.

16 Feb 202419min

Money and Me: The Singapore Budget "Property" wishlist

Money and Me: The Singapore Budget "Property" wishlist

Cut the 15-month waiting period, rethink ABSD for Singaporeans to be able to afford a second property and reintroduce Singapore's estate tax for some.  Dr Lee Nai Jia from the PropertyGuru Group and Michelle Martin discuss why Property Guru is recommending a rethink of what the Singapore property market in 2024 needs to balance affordable housing, social equity and Singapore's positioning as a financial hub that welcomes the wealthy.See omnystudio.com/listener for privacy information.

15 Feb 202423min

Money and Me:Not the Magnificent 7, meet the Glorious Global 10 stocks

Money and Me:Not the Magnificent 7, meet the Glorious Global 10 stocks

We all know that the US stock market is the largest and most liquid stock market in the world, so what incentive is there to look beyond US markets? Michelle Martin speaks with Adam Reynolds, APAC CEO, Saxo to discuss how to build a globally diversified portfolio.See omnystudio.com/listener for privacy information.

15 Feb 202410min

Market View: Far East Hospitality Trust higher DPS, Nvidia, Uber, Cisco Systems, ABN Amro, MGM beats fourth-quarter estimates, Thai Bev Q1 Ebitda up 1.9%

Market View: Far East Hospitality Trust higher DPS, Nvidia, Uber, Cisco Systems, ABN Amro, MGM beats fourth-quarter estimates, Thai Bev Q1 Ebitda up 1.9%

Michelle Martin and Ryan Huang find out what’s driving Far East Hospitality Trust’s higher distribution per stapled security, the impact of ex-General Prabowo’s victory on the rupiah, and how Casino operator MGM managed to beat fourth-quarter estimates.See omnystudio.com/listener for privacy information.

15 Feb 202417min

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