Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks
US stocks have been swan diving in the run up to new US tariffs on Canada, Mexico, and China. Set to take effect this afternoon (Singapore time), what could the tariffs mean for global stock markets? Nvidia has tumbled 7% year to date despite strong earnings and guidance - what’s behind the drop? We also analyze shifting Fed rate expectations and the impact on investors. Singapore’s 6-month T-bill yield has hit its lowest since 2022 - what’s driving the decline, and are there better cash alternatives? inally, we discuss China’s tech stocks following President Xi’s meeting with Jack Ma. Join Michelle Martin as she chats with Cheng Chye Hsern, Head of Investment at Providend. See omnystudio.com/listener for privacy information.
4 Mar 23min
Market View: Mixue IPO pop, Tata Capital, BYD, Yakin Medic, City Developments, UOL, Nvidia, TSMC, ST Engineering, First Resources, United Overseas Insurance
Join Michelle Martin on her tour of markets! Asia-Pacific markets have taken a hit as Wall Street reels from fears of a North American trade war. Join Michelle Martin as she chats with Ryan Huang, about Mixue’s blockbuster IPO, Tata Capital’s potential record listing, and BYD’s billion-dollar fundraising. Discover the latest twist in the Kwek family feud is shaking up City Developments - how could the cousins in the family shift alliances? Also, hear about UOL’s market position. Plus, insights on Nvidia’s sharp drop, TSMC’s $100 billion investment, and analyst upgrades for ST Engineering and First Resources.See omnystudio.com/listener for privacy information.
4 Mar 22min
Money and Me: From DJ to Brazil Nut Mogul – The Truly Nuts Story
Michelle Martin meets Gareth Lloyd, international entrepreneur and founder of Truly Nuts. Discover how he transitioned from DJing to building businesses worth over $250 million. Learn how Truly Nuts pioneered the world's first savory Brazil nut, overcoming industry skepticism. Gareth shares insights into innovative funding methods, including profit-participating notes and equity deals. Hear about Truly Nuts' expansion strategy and its commitment to sustainability, allocating 25% of profits to global causes. Plus, what’s next for the brand disrupting the healthy snack market?See omnystudio.com/listener for privacy information.
3 Mar 25min
Market View: Wilmar, Hong Leong Asia, SingTel, City Developments, Genting, Xiaomi, Microsoft
Join Michelle Martin on her tour of markets! Asia-Pacific stocks are rallying after a strong Wall Street session. Hosted by Michelle Martin with Ryan Huang, this episode dives into director deals at Wilmar, Hong Leong Asia, and SingTel. Hear about the turmoil at City Developments, Genting’s leadership change, and Xiaomi’s latest product launch. Plus, insights on US tariffs, the crypto market reaction to Trump’s policy, and what’s ahead for the STI. Don’t miss the corporate winners and losers in today’s market wrap!See omnystudio.com/listener for privacy information.
3 Mar 28min
Read: Dealing with toxic people? Here's a great book to pick up
It's challenging to think about flourishing when one is battling discrimination of any kind. From a young age, the message that she wasn't good enough simply because she was a "daughter" and not a "son" was telegraphed her way. Michelle Martin invites author of "Fearless:: A Guide to Freedom and Fulfilling Your Fullest Potential,” Sylvia Yu Friedman to share how she found her way to freedom and insights on thriving amidst challenging environments that we can all use.See omnystudio.com/listener for privacy information.
28 Feb 26min
Money and Me: Moving? Here is how to build your wealth across borders
Join Michelle Martin as she invites Christopher Forbes, Head of Asia at CMC, to unpack the financial playbook for anyone choosing to live or work abroad. Learn how to navigate currency risks, taxation, and financial systems when investing globally. Discover strategies for asset allocation, hedging against volatility, and leveraging ETFs. Explore why Singapore is a prime destination for expat investors and which industries offer the most promise for long-term growth. When would an S-REIT or Bali villa make sense within a global citizen's portfolio? And if you were not planning on a short-stint but to retire, what would make sense in the financial calculations for how to manage your wealth? Find out in this episode.See omnystudio.com/listener for privacy information.
28 Feb 20min
Market View: Rolls-Royce, City Developments, Nvidia, Dell, WPP, Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, APAC Realty, CapitaLand Investment, ST Engineering
Join Michelle Martin on her tour of markets! It’s red across the screen as Asia-Pacific markets tumble following a Wall Street sell-off. Listen in as Michelle Martin with Ryan Huang, dive into Rolls-Royce’s soaring stock, the Kwek family saga shaking City Developments. Hear about Nvidia’s sharp drop from the $3 trillion club. Plus, Dell’s $9 billion backlog, WPP’s advertising struggles, and a look at Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, and APAC Realty. Finally, local markets move as CapitaLand Investment and ST Engineering rally.See omnystudio.com/listener for privacy information.
28 Feb 27min
READ: Father-son dynamics and the Kwek Leng Beng story
How has life shaped the enigmatic CDL Group Executive Chairman, Mr Kwek Leng Beng? How does he describe his relationship with his father, what are his views on employee-employer relationships? Michelle Martin dives into the billionaire's biography "Strictly Business" with author Peh Shing Huei.See omnystudio.com/listener for privacy information.
27 Feb 15min
