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(3688)

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest updates on Mapletree Industrial Trust and Frasers Centrepoint Trust, covering REIT trends and retail prospects. Explore Wall Street's reaction to Netflix earnings and the StarGate AI project. Get insights on TikTok’s potential suitors, including Oracle, Elon Musk, and Kevin O’Leary. Discover why Apple, Nvidia, and Electronic Arts are making headlines, and check out Ley Choon’s upward trajectory. Plus, a look at LVMH's Olympic medal fiasco.See omnystudio.com/listener for privacy information.

23 Jan 202522min

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Join Michelle Martin on Money and Me as she dives into the upcoming changes to MediShield Life with Jake Lim, book author and Founder of Money Mindfulness Ltd. This episode unpacks the new claim limits, expanded coverage, and premium hikes set to roll out from April 2025. Jake shares insights into how these changes impact seniors, vulnerable groups, and policyholders with Integrated Shield Plans. Discover strategies for managing healthcare expenses amidst rising costs and learn how to align your financial portfolio with these updates. Gain clarity on making informed decisions about your insurance and financial planning in this evolving healthcare landscape.See omnystudio.com/listener for privacy information.

22 Jan 202524min

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Join Michelle Martin on her tour of markets! Michelle Martin and Ryan Huang,look into Asia-Pacific market gains and the latest on Singapore REITs, with Mapletree Logistics Trust and Sabana REIT painting contrasting earnings pictures. Discover the impact of Trump-era policies on space-related stocks like Redwire, Rocket Lab USA, and Intuitive Machines, as well as AI infrastructure giants Oracle, SoftBank, and Nvidia. Explore Netflix's record-breaking subscriptions, strong showings from United Airlines and Charles Schwab, and challenges for Hong Kong's New World Development. Finally, Ryan dissects LVMH’s PR woes over crumbling Olympic medals.See omnystudio.com/listener for privacy information.

22 Jan 202523min

Money and Me: Gig Workers, CPF Changes, and Financial Planning

Money and Me: Gig Workers, CPF Changes, and Financial Planning

Heard of the landmark CPF changes for Singapore's gig workers? The law allows for legal protections in the areas of injury compensation and retirement benefits. It also includes CPF deductions starting January 2025. Explore strategies for money management amidst rising expense-to-income ratios, especially for platform workers with variable incomes. Uncover investment opportunities, from ETFs to dividend stocks, and how to balance short-term cash flow with long-term goals. Guest Daphne Tan, Head of Business Development, CMC Markets Singapore.See omnystudio.com/listener for privacy information.

21 Jan 202517min

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Asia-Pacific markets' bullish momentum, led by Sydney's ASX-200 and Seoul's KOSPI. Dive into Donald Trump's sweeping executive orders, their market implications, and the US-China tariff saga. Discover TikTok's role at Trump's inauguration, Xiaohongshu's market impact, and Chinese stocks like Hangzhou Onechance Tech and Yantai China Pet Foods. Analyze Singapore’s marine stocks, CDL's New Zealand deal, and the Hong Kong IPO of soda maker Dayao. Plus, insights on Costco, the Straits Times Index, and Japanese author Uketsu. See omnystudio.com/listener for privacy information.

21 Jan 202521min

Money and Me: Son sues father for maintenance

Money and Me: Son sues father for maintenance

On what grounds can a child sue his parent for maintenance? When does financial support from a parent to a child end in the eyes of the law? We dive into the details with Justin Chan, Managing Partner, Justin Chan Chambers LLP.See omnystudio.com/listener for privacy information.

20 Jan 202519min

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets rallying on Wall Street gains. Discover why TikTok's temporary shutdown in the US sparked global conversations and how Centurion, Tuan Sing, and XMH Holdings are navigating Director Deals. Explore updates on Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, and US office REITs like Keppel Pacific Oak and Prime US REIT. Ryan also shares insights into REIT earnings and $Trump, the cryptocurrency launched by Donald Trump's family.See omnystudio.com/listener for privacy information.

20 Jan 202524min

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dissects corporate earnings, including Bank of America, Morgan Stanley, TSMC, and Richemont. Discover insights into Blue Origin's successful mission, Infosys's AI-driven growth, and TikTok's controversies. Get updates on Singapore's market movers like CDL, DBS, and Singapore Airlines, alongside the Straits Times Index's performance. Tune in for essential market updates and the stories driving investor sentiment!See omnystudio.com/listener for privacy information.

17 Jan 202520min

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