Money and Me: Hot stocks to watch as the mercury rises
Michelle Martin and Nirgunan Tiruchelvam Head of Consumer and Internet, Alethia Capital Equity Research, discuss stocks that could benefit from us all trying to cool off.See omnystudio.com/listener for privacy information.
4 Apr 20248min
Money and Me: TSMC, the unwinding of a popular equity strategy and the debate over slowing EV sales and implications for Tesla
How will Taiwan's earthquake rock semiconductor supply chains? Is the "buy India sell China" trade unwinding? Are global EV sales falling? What could make this investor want to hang with sheep in New Zealand? Michelle Martin finds out with Arun Pai from the Investments team of Monk’s Hill Ventures.See omnystudio.com/listener for privacy information.
4 Apr 202425min
Market View: Semiconductor supply chains and the quake in Taiwan, Disney, Amazon, Levi's, Dell, Apple, Samsung, AEM, OCBC, Singtel, Tesla
Apart from the human impact, Taiwan is the world's largest producer of semiconductors. How could the quake impact the world's epicentre of the chip development? Have activist investors lost the battle for Disney's future? Is a $14 price tag for Tesla possible? Michelle Martin finds out with Yeap Jun Rong, Market Strategist, IG. See omnystudio.com/listener for privacy information.
4 Apr 202424min
Read: Will this book help you get "Lighter"?
What's precision health coaching? What do kindness and acceptance have to do with weight loss? Why does fasting work well for some but not for others? Karen Foote and Michele Scherr, co-authors of Lighter, chat with Michelle Martin about their new book. See omnystudio.com/listener for privacy information.
3 Apr 202421min
Money and Me: More than 5% yield? Why are money market funds popular?
What is a money market fund? Should you keep your emergency fund in one one? How safe are these instruments? Michelle Martin finds out with Christopher Tan, CEO, Providend.See omnystudio.com/listener for privacy information.
3 Apr 202418min
Market View: Microsoft will stop bundling teams, US stocks under pressure, Walt Disney, Country Garden, UBS, Intel, Lego, Tesla
Big Tech and Microsoft are in focus. Why have US stocks came under significant selling pressure overnight? How could the battle for the board impact Disney's share price? Lego, Tesla Intel and a look at Singapore stocks are in view today in this edition of the show where Michelle Martin invites Yeap Jun Rong, Market Strategist with IG to share his views.See omnystudio.com/listener for privacy information.
3 Apr 202419min
Money and Me: Manulife US REIT where could it be heading? Are we at the tail end of the down cycle for S-Reits?
Who are the S-REITs winners and losers of Q1 2024? How should investors be reading Manulife US REIT's management change? And where can we find attractive opportunities in Japan-exposed S-REITs? Michelle Martin finds out with Kenny Loh, REIT Specialist and Independent Financial Advisor. See omnystudio.com/listener for privacy information.
2 Apr 202419min
Market View: Emerging markets inflows, Golds record rates, Markets and rate cuts, UPS, FedEx, PVH, Xiaomi
Where are funds flows for cheap developing stocks heading towards? Why has gold hit new highs? Will markets continue the march up if there are no rate cuts soon? Will the F1 owner step up to greater highs? Michelle Martin finds out in conversation with Hebe Chen, Market Strategist with IG.See omnystudio.com/listener for privacy information.
2 Apr 202414min
