Market View: Microsoft will stop bundling teams, US stocks under pressure, Walt Disney, Country Garden, UBS, Intel, Lego, Tesla
Big Tech and Microsoft are in focus. Why have US stocks came under significant selling pressure overnight? How could the battle for the board impact Disney's share price? Lego, Tesla Intel and a look ...
3 Apr 202419min
Money and Me: Manulife US REIT where could it be heading? Are we at the tail end of the down cycle for S-Reits?
Who are the S-REITs winners and losers of Q1 2024? How should investors be reading Manulife US REIT's management change? And where can we find attractive opportunities in Japan-exposed S-REITs? Michel...
2 Apr 202419min
Market View: Emerging markets inflows, Golds record rates, Markets and rate cuts, UPS, FedEx, PVH, Xiaomi
Where are funds flows for cheap developing stocks heading towards? Why has gold hit new highs? Will markets continue the march up if there are no rate cuts soon? Will the F1 owner step up to greater h...
2 Apr 202414min
Money and Me: Rental prices are falling
What is pushing down rental prices in Singapore? Which sectors are seeing the most significant falls? How much can tenants be bargaining off their rent? What is an investor of a rental property to do ...
1 Apr 202423min
Market View : Upside potential of UPS, NASDAQ, Arcos Dorados, Reddit, the 5 companies it is easier to now buy on the Singapore Stock Exchange
Happy Easter Monday! Michelle Martin looks at bullish sentiment in Asia and the US and the companies that could have good upside in months ahead. How Alibaba is planning for faster deliveries? How are...
1 Apr 202413min
Market View: US stocks first quarter win, Japan & India markets, Short-sellers target Reddit, Japanese Yen, US Regional Banks, Coinbase
Even as inflation remained stubbornly high, how are markets breaking records and defying the odds? Why does Goldman Sachs Asset Management believe that U.S. stocks have “limited upside” from here? And...
28 Mars 202424min
Money and Me: Should you still invest in SSBs and T-bills?
With interest rates widely expected to be cut some time this year, how relevant and viable are Singapore Treasury bills, fixed deposits, and Singapore Savings Bonds in 2024? And how should you prepare...
28 Mars 202426min
Money and Me: Are we in a tech bubble?
With strong gains from mega technology companies pushing the main US equity benchmarks to record highs, does this reflect a tech bubble like the one in 1999? What is the likely direction of the US Fed...
27 Mars 202418min
