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(3686)

Market View: Rolls-Royce, City Developments, Nvidia, Dell, WPP, Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, APAC Realty, CapitaLand Investment, ST Engineering

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 202527min

READ: Father-son dynamics and the Kwek Leng Beng story

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 202515min

Money and Me: NVIDIA, AI Rivalry, Trump Tariffs, and Singapore’s Investment Landscape

Money and Me: NVIDIA, AI Rivalry, Trump Tariffs, and Singapore’s Investment Landscape

Join Michelle Martin as she explores the AI trade. Hosted by Michelle Martin with Thomas Rupf, Co-Head Singapore & CIO Asia, VP Bank, the discussion covers DeepSeek’s AI breakthrough and its impact on Singapore-listed tech and semiconductor firms. Should Singaporean investors increase exposure to Chinese tech, or does US regulation pose risks? The conversation then shifts to Trump’s tariffs - how might they affect ASEAN banks, Singapore’s economy, and global trade? Plus, a view on gold and industrial metals and China's stock market momentum.See omnystudio.com/listener for privacy information.

27 Feb 202511min

Market View: City Developments, Nvidia, CapitaLand, Sembcorp, ST Engineering, GM, Stellantis, Anheuser-Busch InBev, Mixue, Yangzijiang, Centurion, Ho Bee Land, Seatrium, Hongkong Land

Market View: City Developments, Nvidia, CapitaLand, Sembcorp, ST Engineering, GM, Stellantis, Anheuser-Busch InBev, Mixue, Yangzijiang, Centurion, Ho Bee Land, Seatrium, Hongkong Land

Join Michelle Martin on her tour of markets! Michelle Martin and Ryan Huang, unpacks the family feud shaking City Developments and its empire. Sherman Kwek and Kwek Leng Beng are in the centre of allegations of a "power grab"and the possible circumvention of corporate governance. The crisis at CDL, and the succession battle of a family empire that spans 18 billion dollars worth of property development, is examined. Then, Nvidia’s blockbuster earnings take center stage - has the AI-chipmaker quelled investor concerns? Local giants CapitaLand, Sembcorp, and ST Engineering report solid numbers - what’s fueling their growth? Plus, corporate movers: GM vs. Stellantis, a bubbly IPO from Mixue, and property plays Centurion and Ho Bee Land. All this and a check-in on the Straits Times Index - can it break its losing streak?See omnystudio.com/listener for privacy information.

27 Feb 202523min

Money and Me: The biggest single digital theft in history happened just last week, what do founders need to know about cyber resilience in 2025?

Money and Me: The biggest single digital theft in history happened just last week, what do founders need to know about cyber resilience in 2025?

Just last week, major cryptocurrency exchange Bybit's cold wallet of etherium was compromised triggering a rush of withdrawals from users fearing potential insolvency. Here in Singapore in late 2024, Singapore’s regulator unveiled new measures meant to ring-fence Singapore customers’ assets to avoid the huge losses that can occur when cryptocurrency firms went bust - among them requiring customers assets from those of the digital asset firm's own assets. Against this backdrop of increasing complexity and opportunity in digital finance, what do start-up founders in this space need to understand about how digital custody infrastructure is evolving? Michelle Martin finds out in conversion with Arthit Sriumporn, Founder & CEO, Rakkar Digital. See omnystudio.com/listener for privacy information.

26 Feb 202520min

Market View: OCBC, DBS, UOB, Yangzijiang Shipbuilding, City Developments, Tesla, Krispy Kreme, Home Depot, First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, UOL

Market View: OCBC, DBS, UOB, Yangzijiang Shipbuilding, City Developments, Tesla, Krispy Kreme, Home Depot, First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, UOL

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into OCBC's record 2024 profits and its first special dividend in 20 years, while comparing it to DBS and UOB. Explore how US-China trade tensions hit Yangzijiang Shipbuilding and why City Developments saw profits drop 33%. Michelle and Ryan also analyze Tesla's European sales plunge, Krispy Kreme’s 20% stock tumble, and Home Depot’s surprise earnings beat. Plus, they spotlight Singapore counters like First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, and UOL.See omnystudio.com/listener for privacy information.

26 Feb 202521min

READ: Surrounded by Liars (Part 1)

READ: Surrounded by Liars (Part 1)

If you are surrounded by bad bosses, narcissists and idiots, Thomas Erikson's books speak to your experience. In his 7th book, Erikson looks at the universal experience of having been lied to or lying. Can you spot a liar? What can you do if the liar in your life is someone at the office? Is technology making the lie harder to catch? Michelle Martin speaks with author Thomas Erikson to find out. See omnystudio.com/listener for privacy information.

25 Feb 202523min

READ: Surrounded by Liars (Part 2)

READ: Surrounded by Liars (Part 2)

What role does self-deception play in lying? What do leaders and organisations need to understand about liars? Michelle Martin speaks with author Thomas Erikson to fInd out.See omnystudio.com/listener for privacy information.

25 Feb 202516min

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