Market View: Buffett, BYD, and the Bulls

Market View: Buffett, BYD, and the Bulls

Warren Buffett’s Berkshire Hathaway is doubling down on Japan’s trading houses — but what does the Oracle of Omaha see that others might miss?

Tech stocks continue to power Wall Street, lifting indices to fresh highs.

It’s our daily game of UP or DOWN: Meituan, Didi, Tesla vs BYD, Geo Energy, GuocoLand, and Pop Mart.

Plus, a check on the Straits Times Index, with Thai Bev leading and Genting Singapore dragging.
And for our Last Word: Cadillac speeds into Formula 1 with Sergio Pérez and Valtteri Bottas at the wheel.

All this and more, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3676)

Market View: A Taste for Change in the US, Delisting Dramas & Debt Deals — What's Cooking in Markets?

Market View: A Taste for Change in the US, Delisting Dramas & Debt Deals — What's Cooking in Markets?

Could a burrito boom say more about the US economy than the bond market? Hosted by Michelle Martin — we unwrap the sizzling rise of fast-casual Mexican food in the U.S. and what it means for Yum Brands and Chipotle. SIAS calls Singapore Paincare’s privatization bid “deeply undervalued” as more firms exit the SGX, but could Chinese IPOs offer hope for the exchange? CDL sheds its South Beach stake in a billion-dollar move to cut debt — will investors bite? Weak U.S. jobs data spooks Wall Street, and CrowdStrike takes a hit after an $11B outage-linked quarter. Plus, a look at STI movers like UOL, CapitaLand Ascendas REIT, and Jardine Matheson.Yum Brands, Chipotle, Singapore Paincare, Paragon REIT, Japfa, CDL, IOI Properties, CrowdStrike, CapitaLand Ascendas REIT, Jardine Matheson, UOL, Meta are discussed.See omnystudio.com/listener for privacy information.

5 Jun 12min

Read: The Purple Book of Coaching

Read: The Purple Book of Coaching

Who are you being? Michelle explores the idea that to truly transform, you need to look at who you are "being" which shows up in your use of language, how you hold your body and your moods.See omnystudio.com/listener for privacy information.

4 Jun 7min

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Why have investors been talking about recession risks? Hosted by Michelle Martin, this episode explores how to brace your investments for a potential recession with Elijah Lee, Senior Financial Services Manager at Phillip Securities from a uniquely Singaporean perspective. As Nobel laureates and hedge fund legends warn of global instability and deepening economic fractures, we ask: how can you shift your portfolio? From bonds to dividend stocks, gold to cash reserves - discover smart strategies to weather a downturn and position for long-term security amidst chaos.See omnystudio.com/listener for privacy information.

4 Jun 19min

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Is nuclear energy the future of AI—and can Singapore’s stock market survive another delisting? Hosted by Michelle Martin, this edition dives into Meta’s massive 20-year nuclear deal to fuel its AI ambitions. We explore the implications of yet another SGX delisting, this time from Singapore Paincare. Dollar General defies tariff pressure with an earnings surge, while Frencken plans a high-tech facility in Kaki Bukit. Temasek-backed Mapletree Investments hits new highs, and Yangzijiang Shipbuilding leads STI gainers. Companies featured: Meta, Constellation Energy, Singapore Paincare, Frencken, Dollar General, Mapletree, Yangzijiang, ST Engineering, UOL, DFI Retail, Thai Bev.See omnystudio.com/listener for privacy information.

4 Jun 8min

Money and Me: Crypto and the Fentanyl Pipeline

Money and Me: Crypto and the Fentanyl Pipeline

How is cryptocurrency powering one of the world’s deadliest underground economies? Hosted by Michelle Martin, this episode unpacks how digital currencies are entwined with the global fentanyl trade. Michelle speaks with Eric Jardine, Cybercrimes Research Lead at Chainalysis, about how crypto payments oil the rails of illicit supply chains stretching worldwide. We examine preferred cryptocurrencies, shifting payment tactics, and the economic logic behind underground digital commerce. What’s the role of blockchain analytics in tracing and disrupting these flows? How are darknet markets adapting to tighter scrutiny and regulation? And could the next pro-crypto policy wave unintentionally strengthen trafficking networks?See omnystudio.com/listener for privacy information.

3 Jun 15min

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

What do billion-dollar biotech deals and Stephen Curry’s impostor syndrome have in common? Hosted by Michelle Martin with Ryan Huang, today’s Market View kicks off with two major cancer-fighting pharmaceutical deals—Bristol Myers Squibb teams up with BioNTech while Sanofi acquires Blueprint Medicines. We dive into why Tung Lok’s profits have halved, despite Singapore’s food scene buzzing with new openings and closings. We look at Grab entering the motor insurance industry and later, Nio, CK Hutchison, and Stamford Land take center stage in our corporate UP or DOWN round-up. Plus, we look at STI movers like DFI Retail, Jardine Matheson, and SGX. And in a surprising twist, NBA star Stephen Curry reveals he still battles impostor syndrome—yes, even champions have doubts. Companies mentioned: Bristol Myers Squibb, BioNTech, Sanofi, Blueprint Medicines, Tung Lok, Nio, Stamford Land, CK Hutchison, Vodafone, Jardine Matheson, SGX, DFI Retail. See omnystudio.com/listener for privacy information.

3 Jun 24min

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

A billion-dollar bet on the future of clean energy is taking shape on Jurong Island. PacificLight’s upcoming hydrogen-compatible power plant, the most efficient of its kind in Singapore, is set to come online in 2029. Hear more about the bold choices behind the project, how hydrogen-ready infrastructure supports Singapore’s net-zero ambitions, and why smart grids could be the silent powerhouse of our energy future as Michelle Martin speaks with Mr Yu Tat Ming, CEO of PacificLight Power. We also look ahead to SIEW 2024 and how Singapore LNG's vision aligns with the event's theme. This SIEWCast series is brought to you by Singapore International Energy Week and Money FM 89.3See omnystudio.com/listener for privacy information.

3 Jun 15min

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

When did you first feel the weight—and thrill—of managing your own money? Hosted by Michelle Martin, this episode explores the personal financial journeys that begin in university and National Service. Daphne Tan of CMC Markets shares her own early budgeting stories and hard-won lessons. What do today’s students need to know about saving, peer pressure, and planning for the future? Find out how digital tools could’ve transformed our financial starts—and how parents can help without hovering. This is essential listening for anyone stepping into financial independence for the first time.See omnystudio.com/listener for privacy information.

2 Jun 20min

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