Market View: US June Inflation data, Magnificent 7 stocks tumble, Small cap stocks recovery, Apple, Tesla, Japanese Yen, Global EV Sales, Singapore Q2 Results
What does the recent US inflation data signal about the potential roadmap of interest rate cuts this year? Why are megatech stocks beaten down after 7 consecutives of rally? And why are investors shifting to riskier corners of the market at this juncture? Dan Koh and Ryan Huang investigate.See omnystudio.com/listener for privacy information.
12 Jul 202421min
Market View: S&P 500 breaks 5600, US broadening market rally, Best & Worst performing Asia stock market, Citigroup, WD40, Costco, Singapore stock market rally
Semiconductor stocks are pushing markets to higher records, breaking above 5,600 for the first time! But can the US stock market rally broaden beyond these AI players in the second half of 2024? Meanwhile, what are markets expecting from June's key inflation data, and how do options traders think the stock market will move during this volatility? Find out with Dan Koh and Ryan Huang as they unpack it all. They also explore the best and worst performing stock markets of Asia and what's driving price movements within this region. See omnystudio.com/listener for privacy information.
11 Jul 202420min
Market View: Alphabet, Meta, Amazon, Netflix, Nvidia, JPMorgan Chase, Wells Fargo, Tencent, Baidu, Disney, Novo Nordisk, Corning, BP, and Nayuki Holdings
Michelle Martin delves into the mixed performance of US stocks, discussing the latest analyst calls on Alphabet, Meta, Amazon, and Netflix. She explores the gold market and silver's impressive rise, alongside other commodities like cocoa and copper. In Asian markets, Michelle examines the rally in Japanese stocks and the mixed outlook on Chinese equities from major Singapore institutions. Plus, a game of UP or DOWN featuring Disney, Novo Nordisk, Corning, and BP. Listen in, as Michelle Martin chats with guest Yeap Jun Rong, market strategist with IG. See omnystudio.com/listener for privacy information.
10 Jul 202432min
Money and Me: Parents say real-time update on their kids spending would motivate them to use a financial app
Parents want to monitor and manage the child's real-time spending, while 17-year-olds may want the autonomy as they tap to spend, so can one app balance those needs? We find out more about Revolut's new and free <18 app to find out how it is encouraging better spending and saving habits among the young. Join Michelle Martin in this chat with Ashley Thomas, Head of Strategy & Operations at Revolut. See omnystudio.com/listener for privacy information.
10 Jul 202416min
Money and Me: Market Outlook, AI Rally, and Emerging Opportunities
Join Michelle Martin as we explore the outlook for global markets in the second half of 2024 with Rahul Ghosh, Portfolio Specialist in the Equity Division, T. Rowe Price. Despite a strong first half driven by resilient economies and the AI boom, could this rally be sustainable? We delve into emerging market opportunities in Asia and discuss strategies for navigating the uncertain economic landscape. Discover insights on the sustainability of the current market rally, potential AI-driven investment bubbles, and the future of value stocks. Join Michelle as she uncovers the factors influencing global market movements and investment opportunities ahead. See omnystudio.com/listener for privacy information.
9 Jul 202420min
Market View: Eli Lilly, Morphic, TSMC, Paramount, Boeing, Nvidia, Intel, AMD, Mapletree Logistics Trust, Genting Singapore, Sembcorp Industries, Venture Corp, Sweetgreen, SAM Holding, YuuZoo Networks, OCBC, Great Eastern, Isetan, Microsoft, Apple
Michelle Martin dissects markets with Ryan Huang. Both begin this morning with an IPO watch — where are companies going public, how have they performed? Our journey today begins in Hong Kong, where 6 companies are set to start trading this week. In Southeast Asia, the IPO market has been sluggish, with only 67 companies going public, including SAM Holding in Singapore. Shifting focus, we discuss notable delistings and moves by companies like YuuZoo Networks, OCBC, and Great Eastern. Lastly, Michelle covers significant corporate news, including acquisitions by Eli Lilly, market moves by TSMC and Paramount, and the tech sector with Nvidia, Intel, and AMD.See omnystudio.com/listener for privacy information.
9 Jul 202422min
Money and Me: If women changed the world of work, what would be different?
What is a specific "ask" that more women should feel as comfortable as men do putting to their sponsors? Why should companies focus on women over 50 as prime candidates? How do working mothers enhance the workforce? Michelle Martin and her guest Jingjin Liu, Founder of Elevate explore the workplace that women would shape, if they had more key decision-making power. JingJin shares insights from her journey as a serial entrepreneur, angel investor and mentor. Learn about Elevate's mission and why female-led companies might be the smarter investment.See omnystudio.com/listener for privacy information.
8 Jul 202426min
Market View: UOL Group, Wee Investments, CapitaLand Investment, UOB, First Resources, Carnival, Block, Palantir, Nvidia, Foxconn, Tesla, DBS, SGX
Join Michelle Martin in her tour of markets with Ryan Huang. We begin this Monday morning down on Shenton Way with Director Deals and institutional trading. Who’s buying, who’s selling, and what might this mean for retail investors? Wee Investments’ recent purchase of UOL shares, share buyback stats, and top companies involved, including CapitaLand Investment, UOB, and First Resources. Bank of America's bullish stance on Carnival, Block, and Palantir, along with a deep dive into Nvidia. Tune in for a round of UP or DOWN with Foxconn, Tesla, DBS, and SGX.See omnystudio.com/listener for privacy information.
8 Jul 202421min
