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: SEC charges Coinbase, Binance restraining order, Subway, Challenger Technologies, Singtel, Keppel DC Reit, RBA hawkish stance, BYD's competitive edge

Market View: SEC charges Coinbase, Binance restraining order, Subway, Challenger Technologies, Singtel, Keppel DC Reit, RBA hawkish stance, BYD's competitive edge

Just a day after the US Securities and Exchange Commission sued Binance, it is now charging Coinbase, the biggest crypto trading platform in the US, with operating illegally. What implications will this have on crypto investors? Meanwhile, why did the Reserve Bank of Australia turn hawkish since a pause in April, even as jobs growth eases and consumer spending cools? Dan Koh and Ryan Huang investigate. See omnystudio.com/listener for privacy information.

7 Jun 202315min

Market View: Apple’s Vision Pro, Foxconn, Japanese Yen, Aspial Lifestyle, Digital Core Reit, Lendlease Global Commercial Reit, SEC’s allegations against Binance and Changpeng Zhao, China’s local government debt

Market View: Apple’s Vision Pro, Foxconn, Japanese Yen, Aspial Lifestyle, Digital Core Reit, Lendlease Global Commercial Reit, SEC’s allegations against Binance and Changpeng Zhao, China’s local government debt

Apple kicked off its 2023 Worldwide Developers Conference keynote last night, unveiling one of its long awaited products... The mixed-reality headset, the Vision Pro! But with a staggering price tag of $3,499, how well does it stack up against competition like Meta and Sony?  Meanwhile, what do you need to know about the U.S. Securities and Exchange Commission’s charge against Binance? Find out with Dan Koh as he breaks it all down with Ryan Huang and Sean Cheong.See omnystudio.com/listener for privacy information.

6 Jun 202323min

Market View: The Goldilocks economy, Airbus, US Dollar, India economic outlook, ARA H-Trust, Retail S-Reits, US avoids catastrophic economic default, Saudi Arabia cuts oil supply

Market View: The Goldilocks economy, Airbus, US Dollar, India economic outlook, ARA H-Trust, Retail S-Reits, US avoids catastrophic economic default, Saudi Arabia cuts oil supply

What does Goldilocks mean in the stock market? And why is Saudi Arabia surprisingly making an extra 1 million barrel-a-day oil supply cut in July? Dan Koh and Ryan Huang walk you through the details. See omnystudio.com/listener for privacy information.

5 Jun 202317min

Market View: BlackRock S&P 500 May performance review, Chewy, Salesforce, Tesla, Oppo, SIA, Seatrium, Singapore market cap falls, US job openings and labour turnover survey

Market View: BlackRock S&P 500 May performance review, Chewy, Salesforce, Tesla, Oppo, SIA, Seatrium, Singapore market cap falls, US job openings and labour turnover survey

The tech sector of the S&P 500 ended May with a bang, leaping 9.29% as semiconductor stocks like Nvidia rallied on the buzz about AI technology! But why does BlackRock still think that the US may already be in a recession?  Also, what are the factors contributing to the Singapore total market capitalization’s fall of 2.8% - the second month in a row in which Singapore stocks booked a decline in value? Dan Koh and Ryan Huang unravel these headlines and more.See omnystudio.com/listener for privacy information.

1 Jun 202318min

Money and Me: How is the regulatory landscape for crypto assets evolving in APAC

Money and Me: How is the regulatory landscape for crypto assets evolving in APAC

What do the recent headline events, from the likes of FTX’s fallout to the failure at Silicon Valley Bank, that have rocked the crypto landscape mean for crypto traders and the larger cryptocurrency ecosystem? Dan Koh investigates with Chengyi Ong, Head of Policy APAC at Chainalysis.  They also discuss how the issues of market integrity and investor protection are being addressed.See omnystudio.com/listener for privacy information.

31 Mai 202315min

Market View: Elon Musk visits China, Twitter valuation marked down, Nvidia, Goldman Sachs, HP, Challenger Technologies, BYD, Singapore depository receipts

Market View: Elon Musk visits China, Twitter valuation marked down, Nvidia, Goldman Sachs, HP, Challenger Technologies, BYD, Singapore depository receipts

On this episode of Market View, Dan Koh and Ryan Huang find out what went down during Elon Musk’s meeting with Foreign Minister Qin Gang during his visit to China, why Musk is looking to pick a fight with the EU over speech moderation and how Singaporean investors can start participating in the Thai economy. See omnystudio.com/listener for privacy information.

31 Mai 202320min

Market View: US Debt ceiling & market opportunity, Nvidia latest AI products, Baidu, General Motors, SIA Engineering, Old Chang Kee, Cortina, Trust Bank

Market View: US Debt ceiling & market opportunity, Nvidia latest AI products, Baidu, General Motors, SIA Engineering, Old Chang Kee, Cortina, Trust Bank

Amid the US debt ceiling turmoil, where can investors find a 'market opportunity'? What are the risks of a US credit rating being downgraded? And what AI product did Nvidia unveil? Dan Koh and Ryan Huang investigate. See omnystudio.com/listener for privacy information.

30 Mai 202316min

Money and Me: Are remote hiring and distributed workforce strategies among Asia Pacific companies here to stay?

Money and Me: Are remote hiring and distributed workforce strategies among Asia Pacific companies here to stay?

How receptive are companies when looking towards a model of having permanently distributed teams spread across multiple locations? Today on Money and Me, Dan Koh invites Christopher McNamara, Chief Revenue Officer, Remote to discuss the key highlights of the IDC AP SMB & Mid-Market Hiring Trends 2023 survey and the evolution of remote work adoption among Asia-Pacific companies. They also find out what else can be done to motivate companies to accept remote working in their workplace.See omnystudio.com/listener for privacy information.

29 Mai 202322min

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