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(3726)

Market View: Can the airline sector cope? European Central Bank's jumbo rate hike, Snap, Barbie, Didi

Market View: Can the airline sector cope? European Central Bank's jumbo rate hike, Snap, Barbie, Didi

With United Airline's 2nd quarter, record-high earnings being unable to stop its shares from plummeting due to high costs, what does this mean for the airline sector now? Are Asian carriers coping bet...

22 Jul 202220min

Market View Minutes: Stocks to 'flip the script'

Market View Minutes: Stocks to 'flip the script'

Michelle Martin is back from a 2-week holiday to find that market sentiment is just as bearish, if not more so, than when she left. Even in this gloomy mood however, some analysts think that Earnings ...

22 Jul 20222min

Market View: Is the worst behind us for equity markets? Tesla's turn-around & EU gas woes

Market View: Is the worst behind us for equity markets? Tesla's turn-around & EU gas woes

Melissa Hyak speaks to Tina Teng, Market Analyst, CMC Markets APAC & Canada for her take on the volatile market performance in Western Markets overnight and looking forward, on whether the worst is be...

21 Jul 20228min

Money and Me: Investing in Asia's first-ever Whisky Cask Fund

Money and Me: Investing in Asia's first-ever Whisky Cask Fund

To those looking to dabble in whisky investments, you’re in luck as Whisky Cask Club has launched Asia’s first-ever Whisky Cask Fund here in Singapore! It offers accredited investors an alternative in...

20 Jul 202216min

Market View: MAS S$7.4 billion loss, Didi Global US$1 billion fine, China's loan prime rate, US earnings season

Market View: MAS S$7.4 billion loss, Didi Global US$1 billion fine, China's loan prime rate, US earnings season

With the Monetary Authority of Singapore recording a loss of S$7.4 billion for FY2021/22, what does this suggest about how core inflation is evolving in the country? And is China's latest move to fine...

20 Jul 20227min

Money and Me: Revolutionizing the home rental experience in Southeast Asia

Money and Me: Revolutionizing the home rental experience in Southeast Asia

With short-term options that allow renters to experience the space before committing to it and a platform that streamlines the process for renters and landlords alike, it's no surprise that Cove is re...

19 Jul 202217min

Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil

Market View: Bank Indonesia sells government bond holdings, AAPL, China's liquidity injection, Brent Crude Oil

With Bank Indonesia having sold 390 billion rupiah worth of government bond holdings in the secondary market, what can we expect from the pace of increase in rate hike in the near term? And given Appl...

19 Jul 20229min

Money and Me: REIT picking in an inflationary environment

Money and Me: REIT picking in an inflationary environment

For the first half of 2022, the iEdge S-Reit Index has displayed strong resilience, generating flat total returns. In fact during the period, the S-Reits and property trusts sector in Singapore saw S$...

18 Jul 202216min

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