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)

Little Luxuries: The 9 new establishments awarded the Bib Gourmand

Little Luxuries: The 9 new establishments awarded the Bib Gourmand

Michelle Martin tours the new additions to the 2022 edition of the Bib Gourmand Selection for the Michelin Guide Singapore and the mouth-watering selections on their menu.See omnystudio.com/listener f...

5 Jul 20222min

Money and Me: Should investors consider Singapore Savings Bonds as part of their portfolio now?

Money and Me: Should investors consider Singapore Savings Bonds as part of their portfolio now?

Just recently, it was reported that the 10-year average return for the August issue of the Singapore Savings Bond (SSB) has climbed to 3 per cent – the highest level recorded since its inception in Oc...

5 Jul 202215min

Market View Minutes: Wall Street's 'must-own' picks

Market View Minutes: Wall Street's 'must-own' picks

Wall Street analysts have named a handful of ‘must-own’ stocks for the second half of the year.   They are in a broad range of industries, but the common theme is that they are strong enough to weathe...

5 Jul 20222min

Market View: India stocks expecting a rebound, End of Hong Kong's dry spell for IPOs, Boeing, Kellogg, Credit Suisse

Market View: India stocks expecting a rebound, End of Hong Kong's dry spell for IPOs, Boeing, Kellogg, Credit Suisse

Why are analysts bullish about Indian stocks now? And what can we expect from the big China deals that is set to end Hong Kong's dry spell for IPOs? Michelle Martin and Ryan Huang have the answers. Th...

5 Jul 202217min

Market View: Local share buybacks, Shimao fails to pay $1 Billion Bond, Voyager Digital Halt, Meta, Tesla

Market View: Local share buybacks, Shimao fails to pay $1 Billion Bond, Voyager Digital Halt, Meta, Tesla

Michelle Martin and Ryan Huang discuss share buybacks by OCBC, Willmar and United Hampshire US REIT, and what this means for the companies and the prospects for REITs and the retail tech industry more...

4 Jul 202221min

Market View Minutes:  Chili crab or employee uniforms?

Market View Minutes:  Chili crab or employee uniforms?

It might seem like an odd choice, but in today’s Market View Minutes, we look at 2 companies, one here in Singapore, another in the US, one which is famous for — yes, you got it, chili crab! — and ano...

4 Jul 20222min

Money and Me: Strategies in a confused market

Money and Me: Strategies in a confused market

What are efficient strategies in a confused market? Is another 10% percent drop warranted? When equities are beaten down, how do investors position for the future? Are there recession "star" sectors i...

4 Jul 202217min

Market View Minutes: Chinese stocks as Hong Kong celebrates

Market View Minutes: Chinese stocks as Hong Kong celebrates

Twenty-five years ago today, Prince Charles set sail from Hong Kong’s Victoria Harbour, marking the end of more than a century and a half of British rule over the territory.  As China celebrates today...

1 Jul 20222min

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