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(3704)

Market View: US jobs market data, Keurig Dr Pepper, Textron, Twitter lawsuit over Threads, Bank of America, Mullen Automotive, Qatar Airways, Bitcoin, SingPost

Market View: US jobs market data, Keurig Dr Pepper, Textron, Twitter lawsuit over Threads, Bank of America, Mullen Automotive, Qatar Airways, Bitcoin, SingPost

Michelle Martin and Ryan Huang break down the latest US labour market data which spooked stocks overnight on Wall Street, and analyse the performance of US Stocks, Keurig Dr Pepper and Textron. They also look into the rivalry between Elon Musk and Mark Zuckerberg and the latest developments behind the release of ‘Threads’.See omnystudio.com/listener for privacy information.

7 Jul 202321min

Money and Me: Should you be riding Japan’s market enthusiasm?

Money and Me: Should you be riding Japan’s market enthusiasm?

Which chipmakers are under pressure amid rising tensions between the US and China and how should that factor into how you think through chip producers? Are cruise stocks worth looking at even if a soft recession in the US pans out? And where can investors find attractive opportunities in Japan's markets? Michelle Martin puts these questions to Willie Keng, Founder, Dividend TitanSee omnystudio.com/listener for privacy information.

6 Jul 202317min

Market View: Japan’s Nagoya port under cyberattack, ThaiBev, Yangzijiang Shipbuilding, NetEase, Foxconn, PT Amman Mineral Internasional, K-pop stocks, China metal curbs

Market View: Japan’s Nagoya port under cyberattack, ThaiBev, Yangzijiang Shipbuilding, NetEase, Foxconn, PT Amman Mineral Internasional, K-pop stocks, China metal curbs

On this episode of Market View, Michelle Martin and Ryan Huang explore the details behind Russia’s ransomware attack on Japan’s largest port, China’s metal export curbs, and KGI Asia’s latest trading ideas to consider.See omnystudio.com/listener for privacy information.

6 Jul 202318min

Money and Me: Why wealthy families are looking at S-Reits

Money and Me: Why wealthy families are looking at S-Reits

What makes REITs funds an attractive alternative to physical properties for both Singaporean and global investors? How does the asset perform as a vehicle for estate plannning? Can it safeguard a child’s inheritance? Michelle Martin finds out with Jovin Yeo, Senior Director, Manulife Financial Advisers.See omnystudio.com/listener for privacy information.

5 Jul 202314min

Market View: China 1H2023 market performance review, Baidu, Samsung Biologics, SATS, Reliance Jio, Barbie, One China stock to buy, Twitter daily view limit

Market View: China 1H2023 market performance review, Baidu, Samsung Biologics, SATS, Reliance Jio, Barbie, One China stock to buy, Twitter daily view limit

On this episode of Market View, Michelle Martin and Ryan Huang find out the likelihood of Beijing introducing a new stimulus package, the one China stock to buy before it rebounds, and why Elon Musk is limiting the number of tweets that users can read. See omnystudio.com/listener for privacy information.

5 Jul 202322min

Money and Me: Rocky recovery or opportunities ahead amidst credit clouds?

Money and Me: Rocky recovery or opportunities ahead amidst credit clouds?

Which are the riskiest sectors as central banks hold interest rates near unprecedented levels and tighter lending conditions weigh on borrowers? Hugues Rialan is Chief Investment Officer and Head of Discretionary Portfolio Management for Asia at Pictet Wealth Management, shares his insights with Michelle Martin.See omnystudio.com/listener for privacy information.

4 Jul 202330min

Market View: Singapore 1H2023 market performance review, OCBC, SEA, OUE Healthcare & Healthway Medical, BYD, Turkish Lira, Singapore Hospitality REITs, Japan Prime 150 index

Market View: Singapore 1H2023 market performance review, OCBC, SEA, OUE Healthcare & Healthway Medical, BYD, Turkish Lira, Singapore Hospitality REITs, Japan Prime 150 index

What are some Singapore REITs with distribution yields that can beat the CPF interest rates? What do you need to know about Japan’s recent launch of the Prime 150 index? Michelle Martin and Ryan Huang break down the details.See omnystudio.com/listener for privacy information.

4 Jul 202320min

Money and Me: How to save, spend and pass on wealth when costs are rising

Money and Me: How to save, spend and pass on wealth when costs are rising

80% of young Singaporeans don’t feel they are on the right track to meet their long-term financial goals. Do your money habits need to change now that coffee prices seem to have doubled in some neighbourhoods?How much of your OA should you use for your mortgage? Which annuities continue to provide an income for your children after you’ve passed? Michelle Martin puts these questions to Elijah Lee, Senior Financial Services Manager, Phillip SecuritiesSee omnystudio.com/listener for privacy information.

3 Jul 202325min

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