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: Markets are down, where are the opportunities?

Market View: Markets are down, where are the opportunities?

What a sea of red! There is a duality in in crisis - a time of danger is when opportunity arises. Asia-Pacific markets are trading sharply lower following one of the worst two-day routs in S&P 500 history. Hosted by Michelle Martin, this episode breaks down how global economies and companies like Tesla, Foxconn, and Berkshire Hathaway are responding to escalating trade tensions. We spotlight Oceanus, Uni-Asia, DBS, and UOB on institutional trading activity.Corporate earnings from Levi Strauss to JPMorgan are on the radar this week. See omnystudio.com/listener for privacy information.

7 Apr 16min

Read: The Lee Ek Tieng Story – A Quiet Force in Contrast to Strongman Leadership

Read: The Lee Ek Tieng Story – A Quiet Force in Contrast to Strongman Leadership

His is a story of quiet power in the strongman era. Who was the Singapore civil servant with a human touch who led Singapore's GIC for 18 years? Michelle Martin reads Lee Ek Tieng: The Green General of Lee Kuan Yew, and together with author Pearl Lee, explores how Mr. Lee, an engineer, led GIC without a finance background for 18 years. How did Mr Lee prioritize people over processes? How did this extraordinary civil servant empower his teams, transform organisational culture and help transform Singapore from squalid to clean and green? Discover the quiet power of relationships and leadership from one of Singapore’s unsung giants.See omnystudio.com/listener for privacy information.

4 Apr 25min

Money and Me: Families that do this fight less over money

Money and Me: Families that do this fight less over money

Prompted by her own painful experience of a family left with considerable wealth but without forethought of legacy planning, Sissi Goh is on a mission. Hosted by Michelle Martin finds out how the Singaporean legacy planner and author of Wealth Management Isn’t Just for the Rich brings new perspectives and why she believes legacy planning is not about money but values. Discover why legacy planning is for everyone - no matter your net worth. Explore how personality, values, and emotional well-being can help guide your own legacy conversation, meaningfully.See omnystudio.com/listener for privacy information.

4 Apr 24min

Market View: Tariff Tempest! Trump Roils Markets, BYD Rises, Kia Falters

Market View: Tariff Tempest! Trump Roils Markets, BYD Rises, Kia Falters

Join Michelle Martin on her tour of markets! Host Michelle Martin and Ryan Huang discuss Trump’s sweeping tariffs sparking global sell-offs. We track the fallout from Wall Street to Seoul — and why BYD is climbing as Kia feels the heat. We dive into the steep losses suffered by Nasdaq, S&P 500, Dow, and fintech names like Affirm and PayPal. Plus, a look at new IPOs in Singapore and Gulf Development’s rocky debut. We also explore winners like Frasers Centrepoint Trust and CapitaLand Integrated Commercial Trust - and wrap with a delicious debate on the great croissant boom. Plus: new IPOs on SGX, Exxon’s outlook, and the croissant takeover of NYC! See omnystudio.com/listener for privacy information.

4 Apr 25min

Money and Me: What today's asset managers are taking from Ray Dalio’s lens on big picture investing with Dr. Anser Aftab

Money and Me: What today's asset managers are taking from Ray Dalio’s lens on big picture investing with Dr. Anser Aftab

Join Michelle Martin on Money and Me, hosted by Michelle Martin with guest Dr. Anser Aftab, the Principal Program Director for Wealth Management Institute’s Dalio Market Principles Program. As volatility rocks global markets and U.S. recession fears grow, investors are asking: what really matters? Dr. Aftab, formerly of Bridgewater Associates, unpacks Ray Dalio’s macro principles how to distinguish signal from noise and why stability matters more than ever. They explore whether now is the time to go defensive, and what Trump-era policies could mean for investor positioning.See omnystudio.com/listener for privacy information.

3 Apr 26min

Market View: Worse than worst-case scenario for stock markets as Trump tariffs are unveiled, Grab the disrupter has turned taxi operator, the countdown to the Tik Tok Ban on Saturday and BYD's blockbuster quarter

Market View: Worse than worst-case scenario for stock markets as Trump tariffs are unveiled, Grab the disrupter has turned taxi operator, the countdown to the Tik Tok Ban on Saturday and BYD's blockbuster quarter

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode unpacks the fallout from a fresh round of Trump tariffs affecting China, Vietnam, Taiwan, Canada, and the EU. They break down the latest on Tesla’s struggles against BYD, Grab’s surprising move into the taxi space, and TikTok’s uncertain US future. Also on the radar: Sembcorp’s growth moves, OCBC’s UK ambitions, Centurion’s bullish rating, and Volkswagen’s best-selling... sausages? Plus, a market check on the STI, with Frasers Centrepoint Trust and ST Engineering leading the laggards.See omnystudio.com/listener for privacy information.

3 Apr 22min

READ: Living the Asian Century, with Kishore Mahbubani

READ: Living the Asian Century, with Kishore Mahbubani

Do Singaporeans have a strong sense of pride in our founding personalities? Kishore Mahbubani tells Michelle Martin why he thinks Singaporeans are disconnected from the movers and shakers of our history, and that this is worrying. How could his memoir bridge this disconnect? Why was he taken to task by Lee Kuan Yew? Is the noted diplomat's own success replicable in today's Singapore? How does he think Asia can respond to a US that is redefining its place in the world order? Join Michelle Martin as she speaks with one of Singapore’s most respected thinkers -Professor Kishore Mahbubani. Mahbubani’s message is clear: Asia’s moment is here - are you ready?See omnystudio.com/listener for privacy information.

2 Apr 26min

Money and Me: Retrenchment-Proof Your Finances

Money and Me: Retrenchment-Proof Your Finances

Join Michelle Martin on Money and Me, hosted by Michelle Martin with guest Shen Hao, Financial Services Manager at PhillipCapital. Retrenchments ticked up in Q4 2024 even as annual numbers declined—reminding us that job security remains fragile. Shen Hao shares practical, real-world strategies to future-proof your finances and build resilience through emergency funds, portfolio diversification, and contingency planning. He breaks down how much you really need to save, whether to pause investments, and how to juggle short-term needs with long-term goals. Gain tools from his financial literacy courses and hear how his team guides over 500 families through turbulent times. If you’re a mid-career professional with financial obligations, this episode is packed with actionable insights. See omnystudio.com/listener for privacy information.

2 Apr 21min

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