Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors?

DBS’ Q4 earnings remind investors that even best-in-class banks aren’t immune to margin pressure as interest rate tailwinds fade, even as wealth and fee income show resilience.

Japan’s markets surge as Prime Minister Sanae Takaichi secures a decisive election victory, fuelling optimism around fiscal stimulus, tax cuts, and a renewed equity bull case.

Wall Street stages a powerful comeback, with the S&P 500 and Nasdaq jumping as chipmakers rebound and investors debate whether this is a genuine reset or a classic dead-cat bounce.

Goldman Sachs spotlights selective opportunities - from nuclear energy plays linked to Meta’s power needs to under-the-radar biotech bets after a bruising year.

Closer to home, Singapore stocks hold onto weekly gains, with Keppel Corp and Singapore Airlines leading, even as Yangzijiang Shipbuilding drags.

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

See omnystudio.com/listener for privacy information.

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Market View: Amazon to sell AI chips, Oil Shock & The Unexpected Winners

Market View: Amazon to sell AI chips, Oil Shock & The Unexpected Winners

Markets are rallying on peace hopes - but oil is telling a very different story. We unpack Amazon’s bold move against Nvidia and what it means for the future of AI economics. From GLP-1 weight loss dr...

10 Apr 24min

READ : Beyond Belief by Nir Eyal

READ : Beyond Belief by Nir Eyal

Bestselling author Nir Eyal shares how our beliefs shape our lives. Our beliefs can either hold us back or propel us toward our dreams. Sometimes we may not even be aware of the beliefs that are runni...

10 Apr 24min

Money and Me: Landlords are becoming co-living operators

Money and Me: Landlords are becoming co-living operators

What if your property could double its yield - without buying another one? We explore how Singapore landlords are transforming single-tenant homes into co-living cashflow machines. From landed propert...

10 Apr 25min

Money and Me: Are you insured for a specific illness or how a policy defines an illness and its treatment?

Money and Me: Are you insured for a specific illness or how a policy defines an illness and its treatment?

Even after life-saving surgery, a critical illness claim can be denied. What are you covered for and why? We explore how definitions influence payouts and highlight what consumers seeking "best" or "c...

9 Apr 26min

Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

Breached ceasefire? As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded. We unpack the market whiplash as Brent crude plunges then spikes, and wha...

9 Apr 25min

Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

The Straits of Hormuz is set to reopen for two week. What does that mean for markets? A fragile US-Iran ceasefire reopens the Strait of Hormuz, sending oil prices sharply lower and easing global sup...

8 Apr 23min

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

If the biggest thing holding you back from investing is just not knowing where to begin, we have got you covered today. We break down what really matters when choosing an investment platform - beyond ...

8 Apr 24min

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Veteran of the crypto market CEO of Morph, Colin Goltra is optimistic that the average person will comfortably let AI spend money on their behalf by the end of this year. A new wave of “agentic commer...

7 Apr 19min

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