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)

Money and Me: Why Singapore’s first active ETF is looking to Japan

Money and Me: Why Singapore’s first active ETF is looking to Japan

Michelle Martin takes a closer look at the Lion-Nomura Japan Active ETF. How does it integrate with an AI model and what’s under the wrapper? Michelle finds out with Ong Ai Ling, Head, Artificial Intelligence of Investments (AIOI), Senior Director, Portfolio Manager Lion Global Investors.See omnystudio.com/listener for privacy information.

16 Jan 202420min

Market View: Investors bullish on Indian Tech stocks, Japan markets multi-decade highs, Baidu, China Everbright, Keppel DC REIT, Japan’s transportation stocks

Market View: Investors bullish on Indian Tech stocks, Japan markets multi-decade highs, Baidu, China Everbright, Keppel DC REIT, Japan’s transportation stocks

Why are investors bullish in Indian Tech stocks? What’s driving the rally in Japan markets? And how likely is it to continue this trend through 2024? Michelle Martin and Ryan Huang find out. See omnystudio.com/listener for privacy information.

16 Jan 202416min

Money and Me: Why S-REIT investors are focused on valuations in 2024?

Money and Me: Why S-REIT investors are focused on valuations in 2024?

Will the  S-REIT sector be net outperformers in 2024? Which sub-sectors can contrarian investors hunting for value look towards? Michelle Martin speaks with Kenny Loh, REIT Specialist and Independent Financial Advisor to find out what’s been fuelling the optimism in the S-REIT sector, where can investors find ‘value’ amid this growing interest in the sector.See omnystudio.com/listener for privacy information.

15 Jan 202416min

Market View: BlackRock buys GIP for $12.5 billion, JPMorgan record net interest income, Microsoft v Apple, Burberry, Singapore ports, Bank of America lower fourth-quarter profit, MicroStrategy’s co-founder sold shares leading up to Bitcoin ETF Launch

Market View: BlackRock buys GIP for $12.5 billion, JPMorgan record net interest income, Microsoft v Apple, Burberry, Singapore ports, Bank of America lower fourth-quarter profit, MicroStrategy’s co-founder sold shares leading up to Bitcoin ETF Launch

Why is BlackRock investing in infrastructure firm GIP for $12.5 billion? What’s behind JPMorgan’s record profit numbers last year? And what’s pushing the Bank of America’s fourth-quarter profit lower? Michelle Martin and Ryan Huang give the details. See omnystudio.com/listener for privacy information.

15 Jan 202421min

Market View: Bitcoin, Uniqlo, TCS, Citigroup, Fujitsu, Apple, Microsoft, US Markets, Google, Reliance, Thomson Medical

Market View: Bitcoin, Uniqlo, TCS, Citigroup, Fujitsu, Apple, Microsoft, US Markets, Google, Reliance, Thomson Medical

What are the major headlines making news on the first day of trading from the newly approved bitcoin spot ETF? What are the major factors leading to mass tech layoffs in the US? Why is Citigroup at risk of a quarterly loss? What's next for Fujitsu? Michelle Martin speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

12 Jan 202422min

Money and Me:  US Spot Bitcoin ETF approval 3 months before anticipated halving

Money and Me: US Spot Bitcoin ETF approval 3 months before anticipated halving

Gemini's co-founders were early movers in the race to create the first US bitcoin ETF.  Marshall Beard, Chief Strategy Officer, Gemini joins Michelle Martin to look at the significance of the first day of trading of the newly approved bitcoin spot ETF. They also discuss key themes that could move the crypto market.See omnystudio.com/listener for privacy information.

12 Jan 202413min

Money and Me : Bitcoin ETF first day of trade,  no sell-off seen

Money and Me : Bitcoin ETF first day of trade,  no sell-off seen

Michelle Martin and Nirgunan Tiruchelvam Head of Consumer and Internet , Alethia Capital Equity Research look at interesting highlights after the  first day of trade for US Bitcoin ETF's See omnystudio.com/listener for privacy information.

12 Jan 20246min

Money and Me: What is next for the spot Bitcoin ETF space? Why are healthcare stocks are gaining interest and the health of Japan’s stock market.

Money and Me: What is next for the spot Bitcoin ETF space? Why are healthcare stocks are gaining interest and the health of Japan’s stock market.

What could the SEC’s decision of the spot bitcoin ETF mean for the crypto market and Bitcoin’s trajectory? Why are healthcare stocks back in focus after lagging in 2023? And how should you be reading Japan’s Nikkei 225 recent 3 decade highs? Michelle Martin puts these questions to Arun Pai, Investments Team, Monk’s Hill Ventures. See omnystudio.com/listener for privacy information.

11 Jan 202419min

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