Market View: Berkshire Hathaway, Apple, Bank of America, Intel, Alphabet, BYD, ComfortDelGro, Creative Technology, Sembcorp, Genting Singapore, SingTel, DFI Retail, Sea Limited

Martine Shin, founder of Timo & Farmers, joins Influence to share how her family’s organic blueberry farm in South Korea inspired a business bringing Korea’s best seasonal produce to Singaporean doorsteps in just 48 hours. Hosted by Michelle Martin, this episode explores the leap from corporate life to mission-driven entrepreneurship, the realities of building a farm-to-table supply chain, Tune in for insights on sustainability, entrepreneurship, and the big goals shaping Timo & Farmers over the next five years.See omnystudio.com/listener for privacy information.

23 Sep 22min

How could the new iEdge Singapore Next 50 Indices reshape valuations, visibility, and investor opportunities. Hosted by Michelle Martin, this episode dives into how the Next 50 indices could unlock liquidity, ETF flows, and future growth for S-REITs within a context of falling rates. REIT specialist and Wealth Advisory Director, Kenny Loh breaks down the impact of falling borrowing costs and where income-focused investors should be looking now. From Centurion Accommodation REIT’s IPO to data centres, retail, and healthcare REITs - find out which sub-sectors are set to shine.See omnystudio.com/listener for privacy information.

23 Sep 21min

Gold at record highs, silver at a 14-year peak - are we in a new commodities supercycle? Hosted by Michelle Martin with Ryan Huang, we break down what’s driving the surge in gold, silver, and even copper prices. We also dissect insider selling at high-flying companies like Nvidia, Macy’s, Motorola Solutions, Oklo, and NetApp amid Wall Street’s rally. Plus, we debate UP or DOWN calls on Netflix, Adani Power, Pfizer, Nvidia, Oracle, and Mapletree Investments. How did the Straits Times Index perform after testing support at the 4,300 level? And for our Last Word: Fat Bear Week 2025 in Alaska - why investors and bears alike are bulking up.See omnystudio.com/listener for privacy information.

23 Sep 24min

Are there moves you should make now with your portfolio? The US central bank slashes rates by 25 basis points to 4 - 4.25%, with cautious guidance pointing to only a handful of cuts ahead. Standard Chartered’s Global Market Outlook calls this a “delicate balancing act,” with investors urged to rotate from US to Asia ex-Japan equities. EM local currency bonds and locking in yields on high-quality debt emerge as key strategies. Audrey Goh, Head of Asset Allocation at Standard Chartered Bank’s Wealth Solutions Chief Investment Office, joins us to map out opportunities amid volatility. Hosted by Michelle Martin, this episode unpacks the Fed’s move and its global portfolio implications.See omnystudio.com/listener for privacy information.

22 Sep 13min

Buffett cashes out, markets rally, and anime slays Hollywood! Asia-Pacific markets surge as Berkshire Hathaway ends its legendary 17-year run with BYD. SGX launches two mid-cap indices spotlighting names like CapitaLand Ascott Trust, ComfortDelGro, and Sheng Siong. In the U.S., Seagate and Micron ride the AI wave as “boring tech” takes center stage. RTX battles cyberattacks, Singtel’s Optus faces scrutiny, and Demon Slayer conquers the box office. Hosted by Michelle Martin with Ryan Huang, uncover the week’s market movers and money-making trends shaping global portfolios.See omnystudio.com/listener for privacy information.

22 Sep 24min

Given this mix of lower rates, a strong stock market, and lingering uncertainties, how should investors balance risk and return in their portfolios for the rest of the year? And if you wanted to skip complicated products like ILP's, what would alternative options be? Michelle Martin finds out with Cheng Chye Hsern, Head of Investment, Providend.See omnystudio.com/listener for privacy information.

19 Sep 22min

Nvidia’s $5B bet on Intel has Wall Street buzzing. Hosted by Michelle Martin with Ryan Huang, this episode unpacks what the deal means for the chip industry, markets, and investors. We explore the small-cap rally, IPO action with Netskope and Zijin Gold, and the latest moves from CrowdStrike, FedEx, ComfortDelGro, and Hong Kong Land. Discover why tech giants are teaming up and what it signals for AI and data centers. Plus, we break down market highs, sector trends, and Singapore’s STI outlook. Get insights into what’s driving momentum - and where risks remain.See omnystudio.com/listener for privacy information.

19 Sep 20min

How can deep tech change the world for the better? Hosted by Michelle Martin, this episode of Influence welcomes Jeep Kline, Founder & Managing Partner of Raisewell Ventures who has launched 4 VC funds to explore impact-driven investing. We discuss why climate tech and advanced manufacturing sit at the heart of Raisewell’s portfolio, how academia can bridge research and entrepreneurship, and the realities of venture flows in Southeast Asia. Jeep shares her personal journey to launching Silicon Valley’s first impact VC fund led by a Thai woman. Gain insights into mission-driven investing, market opportunities, and shaping a better future through innovation.See omnystudio.com/listener for privacy information.

18 Sep 25min