Market View July 19
On Market View Minutes, Michelle Martin and Kyle Rodda ( IG analyst) discuss why bond yields are falling, if the rise in southeast Asia & Indonesia's Covid cases will impact markets and if China has s...
19 Juli 202119min
Singapore's luxury property market, Hyflux's restructuring plans, COVID-19, Morgan Stanley, AIG, US jobless claims and China’s economic growth
What is driving the luxury property market? Why are regulators looking into ‘unusual’ price movements of property agents? What’s the impact of COVID-19 likely to be on Southeast Asia’s economies? Mic...
16 Juli 202117min
Which Reits have seen limited impact during Covid on occupancy ?
Get an overview of the S-REIT space, find out if hospitality Reits could see an uptick in revenue and if data centres are likely to be a key investment focus for Asian Reits. Also what could be key dr...
16 Juli 202117min
Market View Minutes: The rippling effects of the global semiconductor chip shortage
On Market View Minute, Michelle Martin discusses the rippling effects of the global semiconductor chip shortage and whether Taiwan Semiconductor should be on your buy list. See omnystudio.com/listen...
16 Juli 20212min
Economic data from China, rising prices in the US, outlook in Singapore's economy, Japan's auxiliary budget, Netflix, Microsoft, Alibaba and Tencent, Singapore's floating solar farms, Mercurius Capital, Yong Nam Holdings, Fortress Minerals and the STI
What are investors looking out for from the slew of economic data from China today? What did Powell say about rising prices in the US? What is the outlook for Singapore's economy? Michelle Martin an...
16 Juli 202119min
Market View Minutes with Michelle: Microsoft, Apple and Netflix
On Market View Minutes, Michelle Martin discusses Microsoft's decision to roll out Windows 365, Apple to increase iPhone production and Netflix to offer video games on its streaming platform. See omny...
16 Juli 20212min
Apple's Buy Now Pay Later service, Cathie Woods warns of a valuation reset and Airbnb's buy rating
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss planning for the next generation, Apple's BNPL service, Ark Invest Cathie Wood's valuation reset in China, Alibaba and Tencent cons...
16 Juli 202124min
Goldman Sach and JP Morgan's revenue jumps, Temasek Holdings' banner report card, US-China tensions, Inflation in the US, China's latest economic figures, American Airlines, Pepsico, mm2 and the STI
How did Goldman Sachs and JP Morgan's fare in their earnings report? What is behind Temasek Holding's banner report card? What is the Biden's administration warning about business risks in China's Xin...
14 Juli 202117min
