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(3706)

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

Money and Me: S-Reits with an eye on dividends

Money and Me: S-Reits with an eye on dividends

Michelle Martin speaks to Willie Keng, Founder, Dividend Titan who shares what’s on his watch-list. They also discuss China labelling Micron a cybersecurity risk and what that could mean for Chinese and South Korean chip stocks.See omnystudio.com/listener for privacy information.

23 Mai 202324min

Money and Me: Do you need a rider for your IP to guard vs cancer costs?

Money and Me: Do you need a rider for your IP to guard vs cancer costs?

Some insurers are now offering additional coverage for cancer treatment and services through their rider policies. What are their implications for your long-term costs and care? Michelle Martin speaks to Elijah Lee, Senior Financial Services Manager, Phillip Securities to find out more. See omnystudio.com/listener for privacy information.

22 Mai 202325min

Market View: US debt ceiling, Disney, Micron, Frencken Group, Gold, Oil, Concert boom

Market View: US debt ceiling, Disney, Micron, Frencken Group, Gold, Oil, Concert boom

How are financial institutions/banks preparing for a possible US default? What’s the current market narrative for Singapore stocks? Are concerts and events gearing up and who could benefit? Michelle Martin unwraps these details with Yeap Jun Rong, Market Strategist with IG.  See omnystudio.com/listener for privacy information.

22 Mai 202324min

Money and Me:  Could 2023 be the year of fixed income?

Money and Me:  Could 2023 be the year of fixed income?

After a difficult 2022 does 2023 offer a fresh start for Asian fixed income investors? Michelle Martin speaks to Alvin Ong, Head of Fixed Income, Singapore, Manulife Investment Management to find out more.See omnystudio.com/listener for privacy information.

19 Mai 202311min

Market View: Jardine Matheson, Grab, Alibaba, Walmart, Netflix, Meta, Ever Glory, Netlink

Market View: Jardine Matheson, Grab, Alibaba, Walmart, Netflix, Meta, Ever Glory, Netlink

Who is on the solid road to profitability? Michelle and Ryan discuss Jardine Matheson and Grab’s recent showings. Has the Grab sell off been overdone? How is the division of Alibaba into 6 business units proceeding? Why is Walmart doing better than other retailers? Michelle Martin unwraps these details with Ryan Huang. See omnystudio.com/listener for privacy information.

19 Mai 202322min

Market View: Tencent, China stocks, US earnings, Sony, Siemens, Warren Buffett, Nvidea, Micron, Charge+

Market View: Tencent, China stocks, US earnings, Sony, Siemens, Warren Buffett, Nvidea, Micron, Charge+

What’s fuelling Tencent’s rapid performance? What’s driving US earnings? Why has Warren Buffett’s Berkshire Hathaway switched stakes in two banks? Michelle Martin unwraps these details with Ryan Huang.See omnystudio.com/listener for privacy information.

18 Mai 202322min

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