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(3710)

Market View: First Republic shares sink, Petronas, Boustead Singapore, SembCorp, WeRide, United Airlines, ExxonMobil, HSBC rescues UK arm of SVB, KBW 11 stock recommendations

Market View: First Republic shares sink, Petronas, Boustead Singapore, SembCorp, WeRide, United Airlines, ExxonMobil, HSBC rescues UK arm of SVB, KBW 11 stock recommendations

The Silicon Valley Bank demise rages on, with First Republic Bank falling victim and possibly signalling a broadening of the SVB contagion. What does this mean for the Singapore banking system? Meanwh...

14 Mar 202320min

Money and Me: Can’t buy the dip? No worries, here is how to make smart financial decisions today

Money and Me: Can’t buy the dip? No worries, here is how to make smart financial decisions today

With growing anxieties around rising prices, how do we define what’s financially enough in this current economic climate? And what are some good ways to plan for that dream home and future family? Mic...

14 Mar 202317min

Money and Me: Could Asian banks face the same risks of collapse as SVB?

Money and Me: Could Asian banks face the same risks of collapse as SVB?

Bank stocks around the world have been taking a hit in the wake of Silicon Valley Bank’s collapse including the trio of local banks DBS, OCBC and UOB. Could what happened to SVB happen here? We also l...

13 Mar 202325min

Market View: Everything you need to know about SVB fallout, Saudi Aramco, Hospitality REITs, Sunright, Sysma Holdings, Sea, GoTo, US Jobs report, Circle & Stablecoin

Market View: Everything you need to know about SVB fallout, Saudi Aramco, Hospitality REITs, Sunright, Sysma Holdings, Sea, GoTo, US Jobs report, Circle & Stablecoin

Join Michelle Martin and Ryan Huang on this episode of Market View as they unpack everything you need to know about the fallout of Silicon Valley Bank, 3 lessons from this failure, how the latest US j...

13 Mar 202322min

Market View: Silicon Valley Bank’s record plunge, BMW, Oracle, JD.com, Rolex & Patek Watches, Sias and Golden Energy privatisation offer, 1MDB Task Force

Market View: Silicon Valley Bank’s record plunge, BMW, Oracle, JD.com, Rolex & Patek Watches, Sias and Golden Energy privatisation offer, 1MDB Task Force

In today’s episode of Market View, Michelle Martin and Ryan Huang investigate Silicon Valley Bank’s record stock plunge overnight, the latest build up of the Sias and Golden Energy’s privatisation off...

10 Mar 202318min

Money and Me: S-REITs that will hold up well in an increasing interest rate environment

Money and Me: S-REITs that will hold up well in an increasing interest rate environment

Singapore REITs have concluded their earnings season! Who were the winners and losers? And what does US Federal Reserve Jerome Powell’s hawkish stance on interest rates mean for REITs for the rest of ...

10 Mar 202318min

Money and Me: Fed Powell spook markets, China Capital Outflow headache, China’s whole nation strategy analysis

Money and Me: Fed Powell spook markets, China Capital Outflow headache, China’s whole nation strategy analysis

Why did US Federal Reserve Jerome Powell spook markets with his hawkish interest rate policy stance this week? How might Mark Mobius' capital outflow headache with China cast a shadow on Beijing’s eff...

9 Mar 202324min

Market View: Elon Musk back in the news, Cathay Pacific, Uber, Microsoft, Spotify, Apple, Cycle & Carriage, Adidas and Yeezy gears, Bond markets indications, US interest rate impact on Aussie dollar

Market View: Elon Musk back in the news, Cathay Pacific, Uber, Microsoft, Spotify, Apple, Cycle & Carriage, Adidas and Yeezy gears, Bond markets indications, US interest rate impact on Aussie dollar

Elon Musk is back in the news for the wrong reasons again, which sent his stocks plummeting to its lowest in a month… What happened here? Meanwhile, what is Adidas going to do with its €1.2 billion Ye...

9 Mar 202320min

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