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(3697)

Market View: Microsoft quick cloud growth, Alphabet's advertising rebound, GM, GE, Coca-Cola, Hermes, China's new debt issuance

Market View: Microsoft quick cloud growth, Alphabet's advertising rebound, GM, GE, Coca-Cola, Hermes, China's new debt issuance

On this episode of Market View, Michelle Martin and Ryan Huang find out what's powering Microsoft's cloud growth, what the demand for Google online advertising is like today, and if the new debt issuance in China is enough to revive the world's second largest economy. See omnystudio.com/listener for privacy information.

25 Okt 202321min

Read: Tales of an Eastern Port: The Singapore Novellas of Joseph Conrad

Read: Tales of an Eastern Port: The Singapore Novellas of Joseph Conrad

This one is for the Joseph Conrad fans. A new book brings two Conrad novellas that start in Singapore together for the first time  Editor of " Tales of an Eastern Port: The Singapore Novellas of Joseph Conrad" Kevin Riordan, shares more of Conrad’s imagined Singapore, with Michelle Martin.See omnystudio.com/listener for privacy information.

24 Okt 202314min

Money and Me: Crypto Myth Busting in 2023

Money and Me: Crypto Myth Busting in 2023

Addressing crypto misconceptions has undoubtedly become increasingly imperative, given the long list of unfortunate events that occurred over the past year. With that in mind, Michelle Martin invites Diederik Van Wersch, International Director, Crypto & Web3, Chainalysis to discuss Chainalysis’s crypto myth busting report which seeks to dispel 30 of the most common myths about cryptocurrency.See omnystudio.com/listener for privacy information.

24 Okt 202322min

Market View: Chevron $53 billion Hess Corp acquisition, Roche buys Telavant holdings, Hon Hai Precision Industry, Chinese yuan, Chinese equities, Stellanties, Intel, Microsoft $3.2 billion investment, Apple $1 billion AI catch up

Market View: Chevron $53 billion Hess Corp acquisition, Roche buys Telavant holdings, Hon Hai Precision Industry, Chinese yuan, Chinese equities, Stellanties, Intel, Microsoft $3.2 billion investment, Apple $1 billion AI catch up

It’s shopping season! Why is Chevron buying Hess Corporation for $53 billion? Why did Swiss pharma giant Roche agree to buy Telavant Holdings in a $7.1 billion deal? And where is Microsoft investing its $3.2 billion to boost AI and Tech? Michelle Martin and Ryan Huang crunch the numbers.See omnystudio.com/listener for privacy information.

24 Okt 202318min

Money and Me: Bond market, stocks, gold and challenges for the rest of 2023

Money and Me: Bond market, stocks, gold and challenges for the rest of 2023

Michelle Martin invites Cheng Chye Hsern, Head of Investment, Providend to discuss some of the challenges markets are expected to face at the tail end of 2023 and what the rise in long term interest rates for government bonds mean for stocks and gold prices. See omnystudio.com/listener for privacy information.

23 Okt 202315min

Market View: CapitaLand Investment, Venture Corporation, Yangzijiang Financial share buyback, American Express, Suntec REIT, Hong Kong Exchanges and clearing, Dropbox, GM & Ford earnings results, Big Tech report earnings

Market View: CapitaLand Investment, Venture Corporation, Yangzijiang Financial share buyback, American Express, Suntec REIT, Hong Kong Exchanges and clearing, Dropbox, GM & Ford earnings results, Big Tech report earnings

Who is topping the charts of institutional buying in Singapore's stock market, and whose lead should you follow? What's behind last week's negative sentiment over on Wall Street? And what key data should you be keeping an eye out on as Big Tech companies report their earnings results this week? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.

23 Okt 202323min

Money and Me: What could you do with $100,000 today?

Money and Me: What could you do with $100,000 today?

Here's the dilemma that many of us are faced with: Should you invest in a lump sum or in smaller increments over time, a strategy known as dollar-cost averaging? Find out the answer with Michelle Martin and Chrisopher Tan, CEO, Providend.See omnystudio.com/listener for privacy information.

20 Okt 202322min

Market View: MBS expansion plans, LVS restarts stock buybacks, TSMC, Nestle, Malaysian Ringgit, ST Engineering, Keppel Earnings overview, Fed Powell keeps future hike on table

Market View: MBS expansion plans, LVS restarts stock buybacks, TSMC, Nestle, Malaysian Ringgit, ST Engineering, Keppel Earnings overview, Fed Powell keeps future hike on table

On this episode of Market View, Michelle Martin and Ryan Huang find out what's the latest on MBS' expansion plans, highlights coming out of Keppel's earnings, and why stock-market investors are fixated on 5% as the 10-year Treasury yield nears its key threshold.See omnystudio.com/listener for privacy information.

20 Okt 202320min

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