Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies
This investor needs more convincing that China's stimulus efforts will reignite growth. On the morning of the high-level rare Chinese PBOC briefing, Michelle Martin and Swapnil Mishra, Founder of WealthZen and Adjunct Mentor at Singapore Management University, discuss the potential impact of the newly unveiled stimulus measures. Explore how India's stock market has surpassed China in global benchmarks and what this dynamic shift means for investors. Discover insights into key sectors to watch in India and strategies for navigating China's evolving economy. They also analyze market valuations and potential investment opportunities for investors to keep at the front of mind.See omnystudio.com/listener for privacy information.
24 Sep 202415min
Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know
Michelle Martin dives into real estate debt investing with BigFundr. Michelle is joined by Quah Kay Beng, CEO and Founder of BigFundr and they discuss the risks, benefits, and key considerations of real estate debt investments. Learn more about BigFundr’s global focus and pipeline plans.See omnystudio.com/listener for privacy information.
23 Sep 202415min
Market View: UMS Holdings, Centurion Corporation, Suntec REIT, DBS, SingTel, Keppel, Qualcomm, Intel, Physics Wallah, Synergy Marine Group, Constellation Energy, YTL Corporation, Frasers Centrepoint Trust
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers UMS Holdings, Centurion Corporation, and Suntec REIT as directors make notable moves. Discover why institutional money is flowing into DBS, SingTel, and Keppel. Plus, a deep dive into Qualcomm’s possible Intel acquisition and the rise of Physics Wallah in India’s pre-IPO market. Michelle and Ryan also discuss the latest updates from Synergy Marine, Constellation Energy, and YTL Corporation's KL-Singapore high-speed rail project. Finally, catch up on Singapore's STI movers like DFI Retail, Keppel, and Frasers Centrepoint Trust.See omnystudio.com/listener for privacy information.
23 Sep 202423min
Money and Me: Navigating Rate Cuts with ETFs and Tim Phillips
As the US Federal Reserve initiates rate cuts, how should investors adjust their portfolios? Discover how interest rate cuts impact broad market ETFs, and which sectors historically benefit from lower rates. Tim shares strategies for identifying sector-specific ETFs, the importance of growth versus value, and key metrics to evaluate ETF performance. Plus, learn best practices for rebalancing your portfolio in response to shifting interest rates. Find out with Michelle Martin and her guest Tim Phillips, Founder of TimTalksMoney. See omnystudio.com/listener for privacy information.
20 Sep 202415min
Influence: The F1 and a turbocharged Singapore Market
Michelle Martin chats with Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research to determine the confluence of positive market developments here and how that could impact Singapore's stock market.See omnystudio.com/listener for privacy information.
20 Sep 20247min
Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Markets across Asia rallied, driven by a 50-basis-point rate cut in the US. Key sectors benefiting include REITs and Singapore’s banks. In the US, the S&P 500, Dow, and NASDAQ hit record highs. Plus, insights into corporate news for Amazon, Alibaba, Salesforce, and Nike, as well as updates on the Dali ship incident and your daily roundup of the Singapore’s Straits Times Index.See omnystudio.com/listener for privacy information.
20 Sep 202418min
Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses
Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Join Michelle Martin as she explores the US Federal Reserve’s aggressive interest rate cut and its impact on global markets. Arun Pai shares insights on China’s economic slowdown and Ray Dalio’s concerns about China’s long-term outlook. They also dive into Snap’s new augmented-reality glasses and the evolving AR market. Are such devices the next frontier of what will change the way we interact with the world? Find out on today’s episode!See omnystudio.com/listener for privacy information.
19 Sep 202425min
Market View: US Federal Reserve, Apple, ST Engineering, Intuitive Machines, Chinese Chipmakers, Google, 23andMe, CapitaLand Ascendas REIT, CapitaLand Investment, Mapletree PanAsia Commercial Trust, Sembcorp Industries
Join Michelle Martin on her tour of markets! Michelle and Ryan explore the US Federal Reserve’s recent rate cut and its impact on stocks like Apple and ST Engineering. They also discuss major developments in tech, including Google’s AI innovations, and Chinese chipmakers' breakthroughs. Plus, don’t miss the latest on corporate news from Intuitive Machines and 23andMe, and a check-in on Singapore’s STI performance.See omnystudio.com/listener for privacy information.
19 Sep 202419min
