Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

DBS hits above expectations while UOB disappoints - Michelle Martin and Ryan Huang unpack what’s driving profits at Southeast Asia’s top banks.

Over in the U.S., Disney doubles its earnings as theme parks and streaming shine, but TV headwinds remain.

Meanwhile, trade tensions escalate: Trump doubles tariffs on India and proposes a 100% levy on semiconductor chips.

What could this mean for Singapore-based chipmakers?

In our UP or DOWN segment: Uber, Yangzijiang Shipbuilding, Acrophyte Hospitality Trust, and Venture Corp take the spotlight.

Hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3730)

Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

The market looks strong - but only a handful of stocks are doing the lifting. As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally startin...

21 Jan 17min

Money and Me: Asia at the Crossroads - AI, Valuations and What Really Matters in 2026

Money and Me: Asia at the Crossroads - AI, Valuations and What Really Matters in 2026

Asia’s markets are flashing mixed signals - so how is a smart investor to think through where to really place money? Michelle Martin unpacks Morningstar’s Q1 2026 Asia Investment Outlook with Lorraine...

20 Jan 22min

Market View: Tariffs, Tensions and the Rush to Gold

Market View: Tariffs, Tensions and the Rush to Gold

Markets are wobbling as geopolitics heats up - and investors are heading for cover. Asia-Pacific stocks slide as US–Europe tensions flare over Greenland and fresh tariff threats. European equities ret...

20 Jan 25min

Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Asia’s tech story may be entering a very different growth phase - and it’s not all about AI. Michelle Martin and Ryan Huang unpack Macquarie’s bullish call on Asia internet stocks driven by gaming, mu...

19 Jan 24min

Money and Me: Finding the Winners That Matter in 2026

Money and Me: Finding the Winners That Matter in 2026

Our company in focus list, zeroes in on companies we here know about in Singapore. In 2026, it’s no longer about whether markets rise - it’s about which companies truly deliver.Money and Me looks past...

16 Jan 18min

Market View: Is the AI trade back on?

Market View: Is the AI trade back on?

The discussion looks at chips surging and banks cashing in. Asia-Pacific markets trade mixed as investors weigh TSMC’s blockbuster earnings against fresh US-Taiwan trade developments. We unpack what T...

16 Jan 21min

Money and Me: The S-REIT Comeback - Income, Upgrades and What to Buy in 2026

Money and Me: The S-REIT Comeback - Income, Upgrades and What to Buy in 2026

Singapore REITs may finally be turning the corner. Singapore REITs enter 2026 at a pivotal moment say's Kenny Loh, as interest-rate cuts revive sentiment and valuations remain below historical average...

15 Jan 20min

Market View: Banks Beat, Markets Blink and K-Pop Breaks the Rules

Market View: Banks Beat, Markets Blink and K-Pop Breaks the Rules

US bank earnings take centrestage as Citigroup, Bank of America and Wells Fargo open their books, revealing a split between headline beats and sharp market reactions. Citigroup posts stronger-than-exp...

15 Jan 21min

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