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(3676)

Money and Me: How is Tokenization taking off in Asia?

Money and Me: How is Tokenization taking off in Asia?

Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there with news that the Monetary Authority of Singapore announced that it will introduce new measures to advance tokenization in financial services. So what do you need to understand about the concept of real-world assets and their tokenization on the blockchain? And what are the most promising opportunities for real-world asset tokenization in the current market? Find out with Michelle Martin as she speaks with Looi Qin En, Partner, Saison Capital.See omnystudio.com/listener for privacy information.

26 Nov 202425min

Read: What Went Wrong with Capitalism by Ruchir Sharma

Read: What Went Wrong with Capitalism by Ruchir Sharma

Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts, and easy money have created "socialized risk," distorting markets and alienating the public. Explore his fixes to rebalance state support and free markets. Discover insights into capitalism’s struggles in the US and Europe and the transformative role of AI in reshaping labour and productivity. Sharma also highlights lessons from Asia’s economic models and their varying degrees of state intervention. The conversation begins with Sharma sharing how Singapore's influence on his formative years growing up also shaped the book. See omnystudio.com/listener for privacy information.

26 Nov 202419min

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Join Michelle Martin as she deftly tours world markets. Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets’ decline despite Wall Street’s record highs. Hear fresh Brokers’ Takes on Nio, SingPost, and Singapore’s banks, alongside updates on Huawei’s OS ambitions and Procter & Gamble’s sales in China. Discover the latest corporate moves from Bath & Body Works, Zoom, Macy's, and SATS. Michelle and Ryan also take a quick look at movers on the Straits Times Index.See omnystudio.com/listener for privacy information.

26 Nov 202422min

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar, Southern Alliance Mining, and ABR Holdings. They explore the challenges and opportunities in the US markets with updates on Nvidia's growth, Samsung's patent woes, and insights on retail earnings. Michelle and Ryan also analyze moves by CapitaLand Ascott Trust, Paragon REIT, and SGX before diving into Zomato’s unconventional hiring strategy. See omnystudio.com/listener for privacy information.

25 Nov 202424min

Money and Me: Best air miles credit card you’d want today

Money and Me: Best air miles credit card you’d want today

The holiday season is upon us and that means a ton of spending is about to take place for those travelling or shopping for the festivities! But as you spend responsibly, how can you take advantage of the miles game and get the most out of this season’s credit card promotions? Join Dan Koh as he invites Tim Phillips, Founder, TimTalksMoney to discuss the key factors to consider when choosing the ideal miles credit card for your spending. From Citi Rewards card to UOB Visa Signature card, learn about some of the best cards to choose from today!  See omnystudio.com/listener for privacy information.

22 Nov 202424min

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Why does Morgan Stanley think that the US economy is set to outperform in 2025? What do you need to understand about Gautam Adani’s latest US fraud charges and its implications on the broader Indian economy? And how are Chinese tech companies faring lately? Join Dan Koh and Ryan Huang as they take you through the latest market movements and headlines influencing global economies today!  See omnystudio.com/listener for privacy information.

22 Nov 202427min

Money and Me: Data Centred S-REITs; here is what you need to know 

Money and Me: Data Centred S-REITs; here is what you need to know 

Join Michelle Martin as she explores the buzzing S-REITs sector with a focus on data centres! Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, who starts with a surprising answer on who he sees as top performers in the  among S-REITs over the past month - he has none in his sights! After parsing the laggards, Michelle and Kenny discuss Keppel DC REIT's landmark $1.38 billion acquisition of AI-ready data centres and its implications for the regional investment landscape. Discover the driving trends behind data centre demand and their investment potential in a shifting interest rate environment. Plus, hear insights on how to position your portfolio as 2024 wraps up. It's a deep dive into the present and possible future performance of a segment of the market that is powering the AI wave you don't want to miss!See omnystudio.com/listener for privacy information.

21 Nov 202424min

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Nvidia's stellar growth and its new AI chip, Blackwell, alongside insights into its earnings and Wall Street response. Discover why Target struggles as Walmart thrives, analyze Adani Enterprises' latest allegations, and dive into the ups and downs of Nio, Comcast, Snowflake, and MTR. Local market movers like SingTel and DFI Retail are in focus, alongside a celebration of Hello Kitty's 50th birthday. Get the full scoop on global market action, corporate news, and investor insights!See omnystudio.com/listener for privacy information.

21 Nov 202421min

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