Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take on the greatest investing lessons from Charlie Munger. Then, Michelle and Arun discuss the outlook for US Fed cut interest rates in 2024 and which country's stock markets show reason to cheer in 2024?

See omnystudio.com/listener for privacy information.

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Money and Me: Why Singapore investors could be interested in the Earth Fund

Money and Me: Why Singapore investors could be interested in the Earth Fund

We take a closer look at the Earth Fund raised by the Twynam group which invests in decarbonisation-related companies with a strong focus on technology. Joining Michelle Martin is Johnny Kahlbetzer, C...

6 Feb 202414min

Market View: McDonald’s misses revenue estimates, Estée Lauder’s share surge, Palantir, Huawei, Novo Nordisk, Boeing, US Treasury Yields, Keppel Infrastructure Trust, IndiGo’s profit surges 53%

Market View: McDonald’s misses revenue estimates, Estée Lauder’s share surge, Palantir, Huawei, Novo Nordisk, Boeing, US Treasury Yields, Keppel Infrastructure Trust, IndiGo’s profit surges 53%

Which region is responsible for McDonald’s revenue miss? Why did Estée Lauder’s share surge even as the company announced its plan for a job cut? And what other companies are making headlines on the e...

6 Feb 202421min

Money and Me: 3 mid-cap S-REITs flashing potential

Money and Me: 3 mid-cap S-REITs flashing potential

From “bombed out valuations” to a big gap between digital penetration rates and demand. If 2024 is the year for inflection for S-Reits, where can we dig into for opportunities? Michelle Martin and Wil...

5 Feb 202419min

Market View: Jeff Bezos cashing out, Silchester increase stake in CDG, Tata Motors, Tesla, Exxon Mobil, NYSE vs NASDAQ, Hong Kong market, 3 stocks for solid upside

Market View: Jeff Bezos cashing out, Silchester increase stake in CDG, Tata Motors, Tesla, Exxon Mobil, NYSE vs NASDAQ, Hong Kong market, 3 stocks for solid upside

How should investors be reading Jeff Bezos’ plan to sell up to 50 million Amazon shares? Why is Silchester increasing its stake in ComfortDelGro? And what are 3 stocks that top Wall Street analysts re...

5 Feb 202423min

Market View: Amazon earnings results, Meta shares surge 14%, Apple earnings takeaways, Keppel, Digital Core REIT, CapitaLand Ascendas REIT, SGX v Bursa Malaysia

Market View: Amazon earnings results, Meta shares surge 14%, Apple earnings takeaways, Keppel, Digital Core REIT, CapitaLand Ascendas REIT, SGX v Bursa Malaysia

What's driving Amazon's earnings? Why did Meta shares jump 14%? And what are 3 takeaways from Apple's earnings? Find out with Michelle Martin and Ryan Huang.See omnystudio.com/listener for privacy inf...

2 Feb 202420min

Money and Me: Red Sea Chaos and Commodity Prices

Money and Me: Red Sea Chaos and Commodity Prices

To what extent will chaos in the Red Sea impact commodity counters? Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, Equity Research.See omnystudi...

1 Feb 20244min

Market View: Qualcomm rides AI trend, Mastercard Earnings, Aramco Share sale, GuocoLand, Keppel Pacific Oak US Reit, Keppel Infrastructure Trust, Venture Corp, Boeing, Novo Nordisk, Tech stocks overview, February stock market performance

Market View: Qualcomm rides AI trend, Mastercard Earnings, Aramco Share sale, GuocoLand, Keppel Pacific Oak US Reit, Keppel Infrastructure Trust, Venture Corp, Boeing, Novo Nordisk, Tech stocks overview, February stock market performance

Find out What's Hot, What's Not with Michelle Martin and Ryan Huang as they look at Qualcomm, Mastercard, Novo Nordisk, and Boeing. They also discuss what were some of the highlights coming out of the...

1 Feb 202422min

Money and Me: What the wealthiest here, prioritize when investing

Money and Me: What the wealthiest here, prioritize when investing

To what extent are Singaporean wealthy investors in the long game with ESG investing? How are fund houses responding? Michelle Martin finds out with Oliver Wickham, Asia Partnership Director, St. Jame...

1 Feb 202411min

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