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(3702)

Money and Me: Are ILPs an affordable way to accumulate wealth?

Money and Me: Are ILPs an affordable way to accumulate wealth?

Should you buy an ILP if you already have an insurance plan? Is an ILP a practical way to save for retirement? Michelle Martin breaks down the crucial questions that you need to know about ILPs with Christopher Tan, CEO, Providend.See omnystudio.com/listener for privacy information.

5 Sep 202321min

Market View: Bullish case of Lithium, Data centre S-Reits in spotlight, SM Entertainment, Diamond Prices, City Developments, Mapletree Logistics Trust, China property stocks rallies

Market View: Bullish case of Lithium, Data centre S-Reits in spotlight, SM Entertainment, Diamond Prices, City Developments, Mapletree Logistics Trust, China property stocks rallies

What’s the bullish and bearish case of Lithium? Why are data centre S-Reits under investors’ spotlight? And what is pushing China’s property stocks higher today? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.

5 Sep 202320min

Money and Me: Investing in climate adaptation

Money and Me: Investing in climate adaptation

In a fractious ESG environment, how can investors capitalize on climate risk?  Michelle Martin and Founder and CEO of Climate Alpha, Parag Khanna discuss real-estate investing and resilient geographic regions. The noted futurist who will speak at COP28, also shares how his soon to be launched fund, will approach investing in climate adaptation.See omnystudio.com/listener for privacy information.

4 Sep 202324min

Market View: YTD Market narrative, S&P 500 Index & Euro Stoxx 50 index rebalancing, Dell, Netflix, City Developments, Mapletree Logistics Trust, Keppel REIT replaces Olam, Country Garden Ringgit Bond Coupon

Market View: YTD Market narrative, S&P 500 Index & Euro Stoxx 50 index rebalancing, Dell, Netflix, City Developments, Mapletree Logistics Trust, Keppel REIT replaces Olam, Country Garden Ringgit Bond Coupon

Moving into the last 4 months of 2023, what does the market narrative currently look like? What are the key changes to the S&P 500 indices and Euro Stoxx 50 during this period of index rebalancing? And will Country Garden Holdings’ wired ringgit bond coupon be enough to steer the company away from a possible default? Michelle Martin and Ryan Huang find out.See omnystudio.com/listener for privacy information.

4 Sep 202320min

Market View: Nvidia, Bitcoin, Sembcorp, Frasers Centrepoint Trust, Guocoland, Tiong Seng, IHH

Market View: Nvidia, Bitcoin, Sembcorp, Frasers Centrepoint Trust, Guocoland, Tiong Seng, IHH

Is there anything stopping Nvidia's dominance? Why is labour demand cooling in the US? What’s driving the price surge of Bitcoin?  What can we expect from Apple’s new iPhone? Adrian Abraham speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

30 Aug 202315min

Market View: ChatGPT Enterprise, Bitcoin, Thomson Medical, Apple, Oxley Holdings

Market View: ChatGPT Enterprise, Bitcoin, Thomson Medical, Apple, Oxley Holdings

What can we expect from OpenAI’s ChatGPT Enterprise, which is the company’s biggest announcement since ChatGPT’s debut? What are the reasons that have led Bitcoin trading volume to be at its lowest in more than four years?  Adrian Abraham speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

29 Aug 202312min

Market View: Jackson Hole, BYD, Silverlake Axis, SinoPac, IHH Healthcare

Market View: Jackson Hole, BYD, Silverlake Axis, SinoPac, IHH Healthcare

What were some of the major talking points from Jerome Powell’s speech at the Jackson Hole Symposium and what are its implications? What can we expect from BYD’s upcoming earnings? Adrian Abraham speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

28 Aug 202312min

ETF Insights: The ABF Singapore Bond Index Fund

ETF Insights: The ABF Singapore Bond Index Fund

Michelle Martin goes beyond the wrapper to find out what investors need to know about the ABF Singapore Bond Index Fund with U-Jin Lim, Senior ETF Business Development Manager Nikko Asset Management Asia Limited.   This podcast is purely for informational purposes only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. It should not be relied upon as financial advice. You should seek advice from a financial adviser before making any investment. In the event that you choose not to do so, you should consider whether the investment selected is suitable for you. Past performance or any prediction, projection or forecast is not indicative of future performance. The value of units and income from them may fall or rise. Investments in the Fund are subject to investment risks, including the possible loss of principal amount invested. You should read the relevant prospectus (including the risk warnings) and product highlights sheet of the Fund, which are available and may be obtained from appointed distributors of Nikko AM Asia or our website (www.nikkoam.com.sg) before deciding whether to invest in the Fund. This advertisement has not been reviewed by the Monetary Authority of Singapore. Listing of the units does not guarantee a liquid market for the units. Investors should note that the ETF differs from a typical unit trust and units may only be created or redeemed.See omnystudio.com/listener for privacy information.

28 Aug 202318min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
pengesnakk
pengepodden-2
okonomiamatorene
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-kantsonen
rss-investering-gjort-enkelt
lydartikler-fra-aftenposten
stockup