Money and Me: Are S-REITs Still Worth the Risk in 2025?

Money and Me: Are S-REITs Still Worth the Risk in 2025?

Singapore’s REIT market is shifting—do you know where the real yields are?

Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh.

From the mixed debut of NTT DC REIT to Centurion’s upcoming Accommodation REIT, we assess IPO appetite and the rising appeal of niche sectors.

What impact will looming U.S. tariffs have on industrial REITs?

Are cold storage and warehouse assets under threat?

And should investors rotate out or double down?

Tune in for deep analysis and smart guidance on navigating macro headwinds in search of yield.

See omnystudio.com/listener for privacy information.

Episoder(3678)

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with Ryan Huang, the duo explores Micron’s surge, Apple’s AI shake-up, Tesla’s recall woes, and Top Glove’s return to profit. Singapore’s STI edges up, with ST Engineering shining while DFI Retail and Jardine-linked stocks falter. Plus - how happy is Taiwan, and what does food have to do with it?See omnystudio.com/listener for privacy information.

21 Mar 202524min

Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Join the lively chat between Michelle Martin and Arun Pai, Investments Team, Monk’s Hill Ventures. Is the US economy as strong as advertised, or is a recession looming under Trump? Then, a deep dive into CK Hutchison’s controversial Panama Canal port sale to a BlackRock-led consortium. Does this shift give the US leverage over China’s trade routes? Plus, is China on the brink of human-level AI? A closer look at Manus AI and the new world of AI agents.See omnystudio.com/listener for privacy information.

20 Mar 202523min

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Founder & CEO Walter de Oude joins Michelle to discuss the state of customer requests, customer funds safety and what's been taken from this episode on strengthening customer sentiment.See omnystudio.com/listener for privacy information.

20 Mar 202515min

Market View: CK Hutchison, BlackRock, Xiaomi, Baidu, Didi, BYD, Tesla, Nvidia, Alphabet, Nio, Grab, GoTo, ST Engineering, Seatrium, Genting Singapore, Hong Kong Land, CapitaLand Integrated Commercial Trust, Frasers Centrepoint Trust

Market View: CK Hutchison, BlackRock, Xiaomi, Baidu, Didi, BYD, Tesla, Nvidia, Alphabet, Nio, Grab, GoTo, ST Engineering, Seatrium, Genting Singapore, Hong Kong Land, CapitaLand Integrated Commercial Trust, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks a political storm surrounding CK Hutchison’s $19B port sale to BlackRock and China’s regulatory pushback. Xiaomi’s revenue jumps 50%, while Baidu surges on AI breakthroughs. BYD’s rapid charging tech sends Tesla lower, and Nvidia investors react to its latest AI chip announcements. Plus, a major cybersecurity deal for Alphabet, Nio’s battery-swapping network, and Grab’s potential GoTo acquisition. In local markets, STI gains, led by Seatrium and Genting Singapore, while CapitaLand Integrated Commercial Trust lags.See omnystudio.com/listener for privacy information.

20 Mar 202519min

Influence: What do US tariffs mean for the EU?

Influence: What do US tariffs mean for the EU?

Join Michelle Martin on Influence as she sits down with Iwona Piorko, the European Union Ambassador to Singapore, to explore tariffs, trade the intersection of women and leadership and more! From navigating male-dominated spaces in diplomacy to strengthening EU-Asia economic ties, Ambassador Piorko shares her personal journey and insights on women’s empowerment, leadership, and international policy. What’s next for the EU’s trade strategy? And how can women shape the future of finance and diplomacy? And finally, what keeps this Ambassador going?See omnystudio.com/listener for privacy information.

19 Mar 202519min

Market View: Alphabet, Wiz, BlackRock, Xiaomi, Baidu, BYD, Tesla, Nvidia & More!

Market View: Alphabet, Wiz, BlackRock, Xiaomi, Baidu, BYD, Tesla, Nvidia & More!

Join Michelle Martin on her tour of markets! Today’s episode dives into Alphabet’s historic $32 billion Wiz acquisition and BlackRock’s controversial port deal with CK Hutchison. Xiaomi, Baidu, and BYD soar, while Tesla and Nvidia stumble. Jakarta’s markets crash amid political uncertainty, and Grab eyes GoTo in a major ride-hailing shake-up. Hosted by Michelle Martin with Ryan Huang, we also play “UP or DOWN” and check in on the STI’s latest moves.See omnystudio.com/listener for privacy information.

19 Mar 202511min

Money and Me: Diversification - does 60/40 still hold?

Money and Me: Diversification - does 60/40 still hold?

Join Michelle Martin on Money and Me as she dives into the evolving world of diversification with Christopher Tan, CEO of Providend. With US stock markets facing uncertainty and traditional diversification tools like bonds losing effectiveness, investors need smarter strategies. Is the classic 60/40 portfolio still relevant? What alternative assets should investors consider? And how can you truly protect your wealth in today’s volatile market? Tune in as we break down practical, risk-managed approaches to diversification in the tech-driven era.See omnystudio.com/listener for privacy information.

19 Mar 202520min

Influence: Are you maximising your child' s human skills in this digital age?

Influence: Are you maximising your child' s human skills in this digital age?

Heard of Crackerjack? As AI continues to develop, there are a clutch of core skills that will keep human's ahead. Michelle Martin meets Sunita Venkataraman and Faeza Sirajudin, co-founders of Crackerjack to find out what those skills are and how parents can help their child acquire them. Pass this episode on to a parent who needs help managing their kid's screen time vs quality time IRL.See omnystudio.com/listener for privacy information.

18 Mar 202525min

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