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(3723)

Market View Minutes: Automakers making headlines

Market View Minutes: Automakers making headlines

Today in Market View Minutes, we take a look at 3 automakers: GM, Ford and Nio.  All three companies are making news — but it is a mixed bag. So, which automakers are UP and which are DOWN? Michelle M...

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Market View: Yangzijiang shipbuilding LNG orders, Ford supply chain costs, Meta, Apple. Beyond Meat, Take Two Interactive, September bear market

Market View: Yangzijiang shipbuilding LNG orders, Ford supply chain costs, Meta, Apple. Beyond Meat, Take Two Interactive, September bear market

Could Yangzijiang shipbuilding's LNG orders become a growth catalyst for the company? Meanwhile, how much more 'pain' are stocks expecting in the second half of September given its historically bearis...

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Market View Minutes: When it is difficult to hire which companies benefit?

Market View Minutes: When it is difficult to hire which companies benefit?

On a day-to-day basis, markets are turbulent. But sometimes, it’s good to zoom out and look at some of the underlying industry trends. For example, companies across the globe — and particularly in the...

20 Sep 20222min

Money and Me: Where are funds with a mandate to invest in Asia moving?

Money and Me: Where are funds with a mandate to invest in Asia moving?

Where are the Asian and global funds moving towards in Asia? As investors search for great companies today in Asia, what data points worth considering? Michelle Martin speaks with Herald van der Linde...

20 Sep 202216min

Market View: Lian Beng Group, OCBC & Yangzijiang share buybacks, Meta, ByteDance, Ethereum after The Merge, Do Kwon's location, HRnetGroup

Market View: Lian Beng Group, OCBC & Yangzijiang share buybacks, Meta, ByteDance, Ethereum after The Merge, Do Kwon's location, HRnetGroup

Michelle Martin and Ryan Huang survey the latest corporate buybacks here in Singapore, discuss what FedEx's warning last week may mean for the economy, expectations for the Feds hike and where crypto ...

19 Sep 202220min

Money and Me: How ETF investors navigate the long shadow of recessionary times

Money and Me: How ETF investors navigate the long shadow of recessionary times

For investors searching for income and stability amidst expectations of the Fed clocking another big rate hike this Wednesday, are there hidden places of value to be found within the galaxy of ETF"s o...

19 Sep 202228min

Market View Minutes: Why investors are abuzz  after US stocks depressed week

Market View Minutes: Why investors are abuzz  after US stocks depressed week

US stocks are coming off one of their worst trading weeks of the year. The Dow, NASDAQ and S&P 500 all fell 4 to 6 percent last week. A stark warning from FedEx about its earnings and global economic ...

19 Sep 20223min

Market View: Adobe acquires Figma, FedEx profits miss, H&M, Sea, SGX, Chinese Yuan, US retail sales & stocks results, Biden's new order against China

Market View: Adobe acquires Figma, FedEx profits miss, H&M, Sea, SGX, Chinese Yuan, US retail sales & stocks results, Biden's new order against China

Why is Adobe paying $20 billion to acquire design platform Figma? What does FedEx's disappointing first-quarter shipments results suggest about the future of the worldwide economy? And what are the po...

16 Sep 202222min

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