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(3743)

Market View: Nickel, Tsingshan, Vale, London Metal Exchange, Moscow bans exports, Zhenkunhang IPO, Alphabet buys Mandiant, HDB ethnic quota buyback scheme, Lego

Market View: Nickel, Tsingshan, Vale, London Metal Exchange, Moscow bans exports, Zhenkunhang IPO, Alphabet buys Mandiant, HDB ethnic quota buyback scheme, Lego

Join Michelle Martin and Ryan Huang as they break down news from the nickel market, and who stands to benefit from the current price surge. Also on the agenda: China lifting a homegrown company for an...

9 Mar 202218min

Market View Minutes with Michelle: Which companies have a good Free Cash Flow for a stock buy?

Market View Minutes with Michelle: Which companies have a good Free Cash Flow for a stock buy?

Goldman Sachs has highlighted an automaker and a shoemaker that have reported healthy free cash flows, which are a signal of a good stock buy. Michelle Martin dissects the two names. See omnystudio.co...

9 Mar 20222min

Read: The Stories Women Journalists Tell by Reta Lee

Read: The Stories Women Journalists Tell by Reta Lee

There's no better way to commemorate International Women's Day than with stories and narrated experiences told by women journalists around Asia. Michelle Martin reads Stories Women Journalists Tell by...

8 Mar 202212min

Money and Me: What's an investor to do when oil spikes, indices fall and inflation is on the run? Is it time to optimise your precious metals portfolio?

Money and Me: What's an investor to do when oil spikes, indices fall and inflation is on the run? Is it time to optimise your precious metals portfolio?

How can investors leverage the rising prices of commodities with their precious metals portfolio? And how can they safeguard their assets in the face of rising interest rates and inflation? Michelle M...

8 Mar 202211min

Market View: Oil prices stay above US$100, tech stocks bleed, Rex International, Sembcorp Marine, RH Petrogas, GSS Energy, Apple's cheaper iPhone, India stock exchange, Bed, Bath and Beyond, Uber, Samsung, Mandiant, Q&M Dental CEO buys stake in No Signboard

Market View: Oil prices stay above US$100, tech stocks bleed, Rex International, Sembcorp Marine, RH Petrogas, GSS Energy, Apple's cheaper iPhone, India stock exchange, Bed, Bath and Beyond, Uber, Samsung, Mandiant, Q&M Dental CEO buys stake in No Signboard

In this edition of Market View, Michelle Martin and Ryan Huang take an in-depth look at soaring oil prices amid the Ukraine war, its victims -- and winners -- on the stock market. Then, a preview of A...

8 Mar 202220min

Market View Minutes with Michelle: Which stocks stand to benefit from surging oil prices?

Market View Minutes with Michelle: Which stocks stand to benefit from surging oil prices?

As Russia's invasion of Ukraine enters its 11th day, oil prices are continuing to climb amid fears of tight energy supply. Which stocks stand to gain an upper hand and have room to grow even more as e...

8 Mar 20222min

Money and Me: Getting started on a fine wine portfolio

Money and Me: Getting started on a fine wine portfolio

Fine wine produced better returns than either gold or the Dow Jones in 2021. If you're looking at investing in fine wine, Sam Mudie, Director of South East Asia, Cult Wine Investment tells Michelle Ma...

7 Mar 202219min

Market View Minutes with Michelle: Which stocks can The Batman's box office success prop up?

Market View Minutes with Michelle: Which stocks can The Batman's box office success prop up?

The box office success of DC Comics' The Batman could rescue cinema brand and meme stock darling AMC in the markets, but can upcoming releases from Marvel rise to the challenge? Michelle Martin has so...

7 Mar 20222min

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