Market View: Pop Mart Panic & Icahn’s Latest Play  

Market View: Pop Mart Panic & Icahn’s Latest Play  

A toy titan stumbles - is the Labubu craze losing its bite?

Pop Mart gets smashed by a livestream backlash while collector demand cools.

Carl Icahn revs engines with a big bet on Monro’s struggling auto-service business.

Wall Street slips despite solid earnings; investors weigh labour softness & shutdown risks.

UP or DOWN: Ikea, Pfizer, Sri Trang, Boustead.

Local highlights, STI movers - hosted by Michelle Martin

See omnystudio.com/listener for privacy information.

Episoder(3663)

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulife US REIT. We break down why U.S. markets slipped after a shock move from the Bank of Japan, and whether investor nerves will persist. In UP or DOWN today: Shopify, China Vanke, Nvidia, ASX and Marco Polo Marine. We check in on the STI, with movers including Hongkong Land, Yangzijiang Shipbuilding and Keppel DC REIT. And in the Last Word - the booming global “kidult” economy where Lego, Jellycat, Hot Wheels and Pop Mart are rewriting the future of play.See omnystudio.com/listener for privacy information.

2 Des 21min

Money and Me: Smart Single Planning for retirement

Money and Me: Smart Single Planning for retirement

Money and Me dives into the latest AIA Live Better Study to uncover why singles — especially single women — face a uniquely challenging retirement landscape. Discover why optimism is lower for singles, even as aspirations for purpose-filled later years rise. We break down the biggest worries: rising living costs, lack of caregiving support, and the risk of social isolation. Unpack practical strategies for financial security, emotional well-being, and building strong support networks. How can shingles start to design a connected, empowered future by acting today? — hosted by Michelle Martin with guest Lam Hui Min, Head of Customer Propositions & Insights Strategy, AIA SingaporeSee omnystudio.com/listener for privacy information.

1 Des 17min

Market View: Cyberflop & December Market Bulls

Market View: Cyberflop & December Market Bulls

Tesla’s Cybertruck flops on its second birthday, with sales plunging over 40% as delays, recalls and a sky-high price tag derail the hype. US markets head into December on bullish momentum, with Broadcom, JPMorgan and Russell-2000 standouts to watch. Ryan breaks down Wall Street’s December track record and the stocks CNBC Pro says could rally into year-end. DBS, SGX and OCBC enter the spotlight as JPMorgan’s overweight call turns heads in Singapore. Our UP or DOWN game covers Airbus, Palantir, Straco and SingTel after a week of share buybacks and corporate moves. A fast, fiery sprint through the biggest global and Singapore market movers—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

1 Des 23min

Money and Me: Agentic AI and the New CFO Playbook

Money and Me: Agentic AI and the New CFO Playbook

Money and Me, hosted by Michelle Martin, dives into how Agentic AI is transforming the finance function from back-office engine to strategic command center pathways. Michelle unpacks the growing tension between rapid deployment and the trust, governance, and talent needed to keep up. Join Michelle and BlackLine’s Nikhil Parambath as they explore how APAC leaders can think through a theme expected to dominate CFO future roadmaps to capturing long-term value through implementing autonomous finance.See omnystudio.com/listener for privacy information.

28 Nov 20min

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

A takeover battle, a surging underdog, and China stepping onto the pitch — this story has everything. In today’s episode, Michelle and Ryan unpack Puma’s sudden leap into acquisition headlines, with potential buyers including Anta, Li Ning, and Asics — alongside sector giants Nike and Adidas. We also break down CNBC’s list of US stocks that are outperforming and still look cheap, plus a packed UP or DOWN lineup featuring Alibaba, Digital Realty Trust, OCBC and MetaOptics.Hosted by Michelle Martin with Ryan Huang. The Straits Times Index, DFI Retail, Mapletree Industrial Trust and UOL also make an appearance as we wrap the local market picture. A fast, fiery six-line sprint through the biggest global and Singapore market movers today.See omnystudio.com/listener for privacy information.

28 Nov 19min

Market View: China’s Vanke Shock & KIT’s Big Buy Call

Market View: China’s Vanke Shock & KIT’s Big Buy Call

A major tremor hits China’s property market — and investors didn’t see it coming. China Vanke’s sudden bond-payment delay rattles confidence in a sector already stretched thin.We break down if the stress could spill over to its peers. RHB issues a bullish call on Keppel Infrastructure Trust, as we examine its diverse assets across energy, environment and distribution. Plus, an STI check-in with movers like Seatrium, City Developments, Genting Singapore and Keppel DC REIT. And Hollywood is entering the culture wars, as Trump reportedly nudges Skydance and Paramount to revive Rush Hour 4. What on earth for? Find out. Market View — hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

27 Nov 20min

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

The AI chip cold war has officially gone hot — and markets are moving fast. In today’s episode, hosted by Michelle Martin with Ryan Huang, we unpack why Meta’s talks with Google’s AI chips have shaken Nvidia’s dominance and sent shockwaves through tech stocks. We break down what Meta, Google and Nvidia each stand to gain — or lose — as hyperscalers race to control more of the silicon stack. Plus we run through the UP-or-DOWN moves across global names such as Alibaba, Nvidia, Google, Meta, Xiaomi, HP, Best Buy, Nio, Apple, Samsung, ThaiBev. We also check in on the Straits Times Index as Hongkong Land, Jardine Matheson and Genting Singapore steer the morning’s action.See omnystudio.com/listener for privacy information.

26 Nov 16min

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Singapore’s markets are transforming faster than at any time in the past decade. In today’s episode, hosted by Michelle Martin, we unpack MAS and SGX’s sweeping reforms and take a closer look at the Fullerton Singapore Value-Up (FSGV), the first retail fund under the Equity Market Development Programme (EQDP), Fullerton’s Shawn Ang joins us to discuss what you'd be investing in with this fund and what benchmark it aims to beat. We explore overlooked mid- and small-cap opportunities in Singapore and how markets have reacted so far. See omnystudio.com/listener for privacy information.

26 Nov 15min

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