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 debt ceiling deal, Rolls-Royce, JP Morgan Chase, Mapletree S-REITs, Dasin Retail Trust, Temasek Holdings, Marvell earnings results, Nvidia and AI stock bubble

Market View: US debt ceiling deal, Rolls-Royce, JP Morgan Chase, Mapletree S-REITs, Dasin Retail Trust, Temasek Holdings, Marvell earnings results, Nvidia and AI stock bubble

What were some of the key takeaways of the US debt ceiling deal discussed between US President Joe Biden and House Speaker Kevin McCarthy? And did Nvidia just help create an AI-fueled stock bubble? Find out with Dan Koh and Ryan Huang as they analyze the details. See omnystudio.com/listener for privacy information.

29 Mai 202316min

Market View: SGD, AI chip boom, Costco, Chanel, Armani, Ralph Lauren, Palantir, Sembcorp, BYD, Great Wall Motor

Market View: SGD, AI chip boom, Costco, Chanel, Armani, Ralph Lauren, Palantir, Sembcorp, BYD, Great Wall Motor

Why has the Singapore Dollar strengthened against  the Malaysian Ringgit? Why is Intel’s stock falling? Why has Bill Ackman resurrected the billionaire feud with Carl Icahn and what is at stake? Michelle Martin dives into the issues details Ryan Huang. See omnystudio.com/listener for privacy information.

27 Mai 202320min

Money and Me: The Money Mindset of GenZ

Money and Me: The Money Mindset of GenZ

What does GenZ want from their banks? How are they saving when they don’t necessarily earn that much? Are they concerned about the economy? What language should you speak to best get through to this generation?  Michelle Martin speaks to Aditi Kohli, Senior Vice President, APAC, GWI to find out more about the Gen Z approach to work life, their personal financial health and what institutions can do better to engage this group of people.See omnystudio.com/listener for privacy information.

26 Mai 202317min

Market View: Singtel, US Markets, Fed minutes, Sony, Meta, Snowflake, Nvidia, Netflix

Market View: Singtel, US Markets, Fed minutes, Sony, Meta, Snowflake, Nvidia, Netflix

Why are investors selling off luxury goods companies? Why should investors put more money in gold? Why is it a good time to invest in the chipmaking space?Michelle Martin speaks with Yeap Jun Rong, Market Strategist with IG.See omnystudio.com/listener for privacy information.

25 Mai 202320min

Money and Me : Your options for investing with your CPF have expanded

Money and Me : Your options for investing with your CPF have expanded

Michelle Martin finds out more about two new Amundi index funds with expense ratios at 0.1% and 0.05% offered by Endowus, available as standalone funds, and as part of  their “CPF core allocation portfolios”. What do the funds track? How have they performed to date? What should you weigh before buying a passive index fund with your CPF? Guests: Sunny Leung, Head of ETF, Indexing and Smart Beta for South Asia, Amundi and Samuel Rhee, Chairman & Chief Investment Officer at EndowusSee omnystudio.com/listener for privacy information.

25 Mai 202315min

Money and Me: Why Singapore is now second most expensive destination for business travellers within Asia

Money and Me: Why Singapore is now second most expensive destination for business travellers within Asia

Michelle Martin speaks to Lee Quane, Regional Director, Asia, ECA International to unpack what is driving daily rates for business travellers to Singapore, the locations for  relatively lower costs, and how Singapore ranks in terms of expenses compared to global business destinations.See omnystudio.com/listener for privacy information.

24 Mai 202316min

Market View: Apple, AI, SGX, Adani Group, Qantas, Halcyon, Pasta prices on the rise

Market View: Apple, AI, SGX, Adani Group, Qantas, Halcyon, Pasta prices on the rise

Which sectors should investors be looking at to bank on AI’s development? Will Apple’s $3000 headset be successful? What is a Singapore Depositary Receipt and can anyone buy one? Michelle Martin unwraps these details with Yeap Jun Rong, Market Strategist with IG.See omnystudio.com/listener for privacy information.

24 Mai 202322min

Market View: DBS, OCBC, S-REITS, Thai stocks, Adani, Meta, Ford Motors, China chip makers

Market View: DBS, OCBC, S-REITS, Thai stocks, Adani, Meta, Ford Motors, China chip makers

Why is India so important to DBS? Why is OCBC betting on Greater China? Are S-Reits on a buying spree? Why is India pulling the 2000 rupee note? Michelle Martin unwraps these details with Yeap Jun Rong, Market Strategist with IG.See omnystudio.com/listener for privacy information.

23 Mai 202323min

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