Market View: AI Winners, Gold Fever & a Streaming Power Play

Are global markets taking an optimistic breather? Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investment at Providend, this episode examines the global economic impact of rising tariffs and the recession risks. We unpack how sticky U.S. inflation, unexpected treasury movements, and Singapore’s STI dip are shaping portfolio strategies.Hear whether history offers clues from past tariff wars and how today’s environment compares. We also explore if local stocks and Singapore’s big three banks could offer safer opportunities ahead.See omnystudio.com/listener for privacy information.

28 Apr 202515min

Big Tech, bold earnings, and billion-dollar resorts – it's a packed morning. Hosted by Michelle Martin with Ryan Huang, this episode dissects Alphabet’s 46% earnings jump and YouTube’s $500B valuation. We spotlight Keppel Corp’s profit surge and REITs like CapitaLand India Trust, OUE REIT, and Mapletree Industrial Trust. Singapore gainers include SGX, ST Engineering, and City Developments Limited. Meanwhile, Marina Bay Sands posts steady growth, and MGM bets big on Japan. Catch the last word on how a 19-second zoo clip helped build a media empire.See omnystudio.com/listener for privacy information.

25 Apr 202526min

What are tactical wealth moves to make from right here in Singapore amidst all this volatility? Investor hopes were dashed as the U.S. walked back on tariff cuts — sending Asian markets into a slide. Hosted by Michelle Martin with guest Christopher Tan, CEO of Providend. They unpack what Trump’s trade policies mean for markets and investor psychology. From JD.com’s 6.2% drop to UBS cutting global growth forecasts, volatility is front and center. Christopher shares how he's helping clients adjust fixed income, explore alternatives, and navigate emotional investing. Plus, smart strategies for legacy planning and preparing for a world of shifting risks and regulations.See omnystudio.com/listener for privacy information.

25 Apr 202523min

What are the opportunities and risks for investors looking to invest in the Middle East and North Africa region? Michelle Martin finds out more from Julien Plouzeau, Senior Partner, Oraseya Capital.See omnystudio.com/listener for privacy information.

25 Apr 202517min

Want to build wealth like the rich? Start by thinking like them. Hosted by Michelle Martin, this episode dives deep into how Singapore’s millionaires grow, protect, and sustain their fortunes. Michelle speaks with Liu Chunyen, Chief Investment Officer of AIA Singapore, who shares the core money habits of the wealthy, from disciplined goal-setting to resilient investing. Learn how to avoid common mistakes, balance today's lifestyle with tomorrow’s goals, and apply timeless wealth principles to your own journey.See omnystudio.com/listener for privacy information.

24 Apr 202514min

Four REITs, one key takeaway — which sector’s holding up in a jittery market? Hosted by Michelle Martin with Ryan Huang, this episode breaks down fresh data from Digital Core REIT, Mapletree Logistics Trust, Frasers Hospitality Trust, and Keppel REIT. We also unpack City Developments Limited’s family feud fallout and its AGM fireworks. In the U.S., Trump’s meme coin $TRUMP surges while SAP and SK Hynix post blockbuster earnings. Plus, we play UP or DOWN with Netflix and Nintendo amongst others See omnystudio.com/listener for privacy information.

24 Apr 202528min

Hosted by Michelle Martin, this episode explores how businesses can redefine prosperity by putting nature on the balance sheet. André Hoffmann, Vice-Chairman of Roche and author of The New Nature of Business, discusses how his father’s conservation legacy shaped his leadership. Learn why he believes the traditional “profit-first” model is broken and how values-based capitalism can be a path forward. Can AI accelerate this transformation—or derail it? And what lessons can Asia draw from Roche’s journey in sustainable healthcare? A powerful conversation on values, legacy, and the future of business. This conversation was taped live at the launch of the book at Insead's Singapore campus.See omnystudio.com/listener for privacy information.

23 Apr 202531min

Start your day understanding a historic courtroom drama that could shake up Big Tech. Join Michelle Martin on Money and Me, where we unpack Google’s antitrust battle and what it means for search, smartphones, and stock prices. This episode also dives into why the U.S. dollar is weakening, Trump’s attacks on the Fed, and what that spells for markets. We explore why traders are shifting from chasing trends to managing volatility and reversals. Plus, get Michelle and Ryan's take on Chipotle, JD.com, CATL, and the biggest local gainers on the STI. And yes — they take you to a marathon where humanoid robots have competed against flesh and bone only humans for the first time. See omnystudio.com/listener for privacy information.

22 Apr 202524min