
Market View: Buffett’s New Bet, China’s E-Commerce Clash, and Intel’s Surprise Lift
Big names are making bold moves, and markets are reacting. Hosted by Michelle Martin with Ryan Huang, today’s episode breaks down Berkshire Hathaway’s latest portfolio addition — UnitedHealth Group — and why Michael Burry’s joining the party. We dive into the fierce e-commerce battle between JD.com, Alibaba, and Meituan, plus CK Hutchison’s profit drop and Jollibee’s surprising growth. Intel’s shares jump on talk of a potential U.S. government stake, while a new listing hits Singapore’s Catalist Board. We wrap with how inflation pressures in the U.S. could shape the Fed’s next move. Companies mentioned: Berkshire Hathaway, UnitedHealth Group, JD.com, Alibaba, Meituan, CK Hutchison, Jollibee, Intel, Dezign See omnystudio.com/listener for privacy information.
15 Aug 23min

Money and Me: 3 different ways of using CPF Nomination and is the cherished idea behind 1M65 still attainable?
Lump sum cash or a drip approach to your CPF funds? After you pass, have you decided how you would like your CPF funds disbursed? Michelle Martin walks you through the myths, strategies and considerations to make the most of Singapore’s CPF system. There is a new free resource to help you get the most out of it—The CPF Playbook by Pang Zhe Liang. Hear Christopher Tan, CEO of Providend, tackle whether your savings are ‘locked-in’ to what happens to your CPF after you pass on. Chris shares strategies to grow your retirement nest egg, key considerations before investing your CPF, and how to decide whether to use it for your mortgage. We also dive into CPF LIFE, the 1M65 strategy, and lesser-known ways to maximise your CPF for a secure future.See omnystudio.com/listener for privacy information.
14 Aug 22min

Market View: Tencent’s AI Push, GoTo’s Turnaround, and Singapore Earnings in Focus
Earnings season heats up in Asia as Tencent posts double-digit profit growth, fuelled by its AI-powered advertising, gaming, and Weixin upgrades, while GoTo marks its fourth straight profitable quarter thanks to a TikTok tie-up. In Singapore, we run an UP or DOWN check on CapitaLand Investment, AEM, Food Empire, and EC World REIT to see how results match market moves. The Straits Times Index pushes into record territory led by City Developments and Singtel, while Taylor Swift makes podcast history and announces her new album. Hosted by Michelle Martin with Ryan Huang, this episode tracks the market movers across Asia and ends with a pop-culture twist.See omnystudio.com/listener for privacy information.
14 Aug 22min

Money and Me: S-REITs vs Banks – Is It Time to Rotate?
S-REITs are on a winning streak — how early in the cycle are we? Is the run sustainable? Hosted by Michelle Martin, this episode features Kenny Loh, Wealth Advisory Director and one of Singapore’s leading REIT specialists, to unpack July’s standout performers and the key drivers behind their double-digit returns. We dive into why the S-REIT Index hit record highs in early July, and whether the ambitious 12-month target of 1,159 points is realistic. Could rate cuts, yield spread changes, and macro shifts open the door for investors to rotate out of local banks and into REITs? Kenny weighs the pros and cons of such a move, and outlines allocation strategies for income seekers. We also explore the REIT sub-sectors that may prove most resilient in H2 2025. Recorded ahead of Kenny’s 2H 2025 S-REIT Market Outlook session at SGX, this is your insider’s guide to the evolving REIT landscape.See omnystudio.com/listener for privacy information.
13 Aug 19min

Market View: Sea’s 400% Surge, Yangzijiang’s Big Sale, and StarHub’s Broadband Bet
Sea Limited stuns with a 400% earnings surge — is Shopee’s dominance and Monee’s rapid growth setting up more gains ahead? Hosted by Michelle Martin with Ryan Huang, this episode unpacks the drivers behind Sea’s blowout quarter and Yangzijiang Financial’s move to sell its maritime investment arm. We explore StarHub’s pivot into broadband via MyRepublic, and what it signals for Singapore’s telco race. Over in the US, inflation surprises and the Trump Tariffs stir fresh Fed speculation — plus, Trump threatens a lawsuit against Jerome Powell. In UP or DOWN, we size up On, Elon Musk v Apple, PropNex, and Valuemax. We also check in on the STI’s morning moves.See omnystudio.com/listener for privacy information.
13 Aug 27min

Money and Me: Which of the 3 Singapore Banks is a future thriver?
Three banks, three sets of earnings — but only one clear standout. DBS defied expectations with stronger Q2 profits, while UOB and OCBC faced headwinds. Hosted by Michelle Martin, this episode with Tim Phillips, Founder of TimTalksMoney, unpacks what drove each bank’s performance, from shifting interest income to tariff impacts. We explore how leadership changes could redefine strategic priorities for the next decade. Plus, we switch gears to dissect position sizing and country diversification through ETFs, and how investors can balance concentration with broad exposure. The conversation closes with when to let winners run, when to take profits, and how to ensure your portfolio is truly diversified. See omnystudio.com/listener for privacy information.
12 Aug 26min

Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge
A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer. Hosted by Michelle Martin with Ryan Huang, this episode unpacks the impact on rivals StarHub, SingTel, and Simba, and whether market share shifts are coming. In the US, Intel’s CEO Lip-Bu Tan goes from “conflicted” to “success” overnight after meeting President Trump, sending shares up. We also discuss analyst downgrades for Sembcorp Industries and UOB, Ford’s EV push, lithium stock spikes from CATL’s mine halt, Paramount’s billion-dollar UFC rights deal, and Straco’s profit plunge. Plus, a check on the Straits Times Index movers, from Venture Corp to Sembcorp.See omnystudio.com/listener for privacy information.
12 Aug 22min

Money and Me: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?
Chinese companies are eyeing the region to expand their markets amid this trade war. Today on Money and Me, Michelle Martin takes you to a story quietly gathering momentum — one that could redefine Asia’s capital markets. Deal-making is back, with IPOs, dual listings, and share placements surging across Southeast Asia as Chinese and Hong Kong companies look to internationalise. Hosted by Michelle Martin, this episode features Jason Saw, Group Head of Investment Banking at CGS International Securities, who unpacks the forces driving this trend, from “China Plus One” evolving into “Plus Two or Plus Three,” to the hot sectors likely to benefit. Hear why Yangzijiang and Food Empire are part of the conversation, which SEA markets are emerging as the biggest winners, and how investors can position for the next wave of capital flows reshaping the region’s growth story. See omnystudio.com/listener for privacy information.
11 Aug 22min