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?

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Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Why do investors remain super skeptical about the pace of China’s consumer rebound? What can we expect from Arm’s US initial public offering? What’s driving Zoom’s better than expected fiscal second-q...

22 Aug 202314min

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

What are the main factors contributing to Singtel’s first-quarter net profit decline? What can we expect from the Jackson Hole Symposium? Will the AI trade face its first major test with the upcoming ...

21 Aug 202310min

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

How should an investor think about trading on leverage? Can algorithms today help you minimise your risk? Michelle Martin discusses using leverage in today's market with Swapnil Mishra, Founder, Wealt...

18 Aug 202322min

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Even after a disappointing annual revenue forecast, why are investors still positive on Cisco? Which banks may be involved in the Anti-money laundering bust that seized S$1 billion and what implicatio...

18 Aug 202321min

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust  Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michell...

17 Aug 202319min

Money and Me: How to build a global dividend portfolio

Money and Me: How to build a global dividend portfolio

What factors do we need to consider to ensure we’re getting consistent healthy portfolio returns?  How do you minimise risk, which regions could you consider, what’s a 30 second balance sheet test?  M...

17 Aug 202321min

Money and Me: Investing in UK properties as a source of income.

Money and Me: Investing in UK properties as a source of income.

What does this seasoned investor in UK properties think about scooping up more properties given current interest rates? When looking for the "golden goose" that keeps laying the financial "eggs" what ...

16 Aug 202328min

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

As Beijing has stopped releasing  unemployment figures, we take a comparative tour of China, US and Japanese markets. Michelle also looks at earnings of  Singapore-listed tech companies in this editio...

16 Aug 20238min

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