Market View: US Fed cuts 25 bp, Airbnb, UOB, OCBC, Booking.com, Expedia, Ringgit, Japanese Yen, AppLovin, Block, Trump’s influence on Feds
All 3 major US indexes extended their gains in the wake of President-elect Donald Trump’s victory, fuelled further by news of the latest Federal Reserve decision to cut interest rates by a widely expe...
8 Nov 202425min
Money and Me: How to position your investment portfolio for a Trump administration?
In a whirlwind of action and suspension, Donald Trump has been elected as the new President of the United States, nearly 4 years after leaving office! And markets are fast to react, having witnessed a...
7 Nov 202423min
Market View: S&P 500 soar to all time highs, Trump trade, Amazon, Steel stocks, Qualcomm, Bitcoin, China’s economy, Toyota, DBS
Wild swings in the market is the best way to describe how it’s been overnight, with Donald Trump reined in as the new President of the United States. How are markets digesting news of America’s new Pr...
7 Nov 202421min
Money and Me: What economic opportunities EU businesses are seeing in ASEAN
In the recent release of the EU-ASEAN Business Council's 10th annual Business Sentiment Survey, nearly 90% of European firms revealed plans to increase their trade and investment in Southeast Asia ove...
6 Nov 202415min
Market View: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering
With the US officially kicking off their election season, what do we understand about how markets are positioning themselves? And what are some areas of the market that can potentially move big on eit...
6 Nov 202415min
Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks
Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Alethia Capital Equity Research. Both explore the implications of record-high gold prices for in...
5 Nov 202413min
Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode examines mixed trading in Asia-Pacific markets as Tokyo, Seoul, and Sydney react to local and globa...
5 Nov 202416min
Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific market movements, analyzing institutional transactions in Beng Kuang Marine...
4 Nov 202423min
