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(3716)

Money and Me: Is 2023 the year of recovery for S-REITs?

Money and Me: Is 2023 the year of recovery for S-REITs?

As we wrap up 2022, who are the S-REITs winners and losers coming out of this year’s market turbulence? Find out the answers with Dan Koh and Zia-ul Raushan as they invite Kenny Loh, REIT Specialist a...

13 Des 202218min

Market View: US stocks claws back losses, SIA, Singapore Exchange, Keppel Corporation, Sam Bankman-Fried's arrest, Japan and Netherland's alliance

Market View: US stocks claws back losses, SIA, Singapore Exchange, Keppel Corporation, Sam Bankman-Fried's arrest, Japan and Netherland's alliance

Ahead of the highly anticipated Federal Reserve meeting, US stocks jumped higher overnight, clawing back some of the steep losses from the previous week. Dan Koh and Ryan Huang find out what's driving...

13 Des 202213min

Money and Me: The blueprint you need to build a recession-resistant portfolio

Money and Me: The blueprint you need to build a recession-resistant portfolio

Recession! It’s the big talk of the town that has darkened investors’ moods as signs of a weakening economy start to weigh heavily on markets. That being said, how can we stay invested while ensuring ...

12 Des 202223min

Market View: What to know ahead of US FOMC Meeting, Key takeaways from Xi’s meeting in Saudi Arabia, Yeo Hiap Seng, Healthcare S-REITs, Twitter Blue, China optimism

Market View: What to know ahead of US FOMC Meeting, Key takeaways from Xi’s meeting in Saudi Arabia, Yeo Hiap Seng, Healthcare S-REITs, Twitter Blue, China optimism

Dan Koh and Ryan Huang explore everything you need to know ahead of the US FOMC meeting this week, and find out why fund managers are increasingly being optimistic about the reopening of China’s econo...

12 Des 202218min

Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

Overnight on Wall Street, positive sentiments are starting to shine through as the S&P 500 snapped its longest losing streak since October. So what is it about the US jobless claims data that investor...

9 Des 202215min

Market View: S&P 500 longest down days to begin a month since 2011,  Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Market View: S&P 500 longest down days to begin a month since 2011, Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Unsettling… that’s the word to describe sentiments over on Wall Street. That being said, what does the economic trajectory for the upcoming year ahead look like? And if a recession were to happen, are...

8 Des 202220min

Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

One of the biggest news making headlines this week is the price cap on Russian seaborne oil that came into force on Monday. But it raises the question, how effective will this be in dampening Russia’s...

7 Des 202213min

Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Today on Market View, Dan Koh analyses the sell off over on Wall Street and the various factors weighing on markets overnight. See omnystudio.com/listener for privacy information.

7 Des 20226min

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