Money and Me: Is your portfolio positioned to capiltalise on a lower-rate environment?
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
Market View: Nvidia Bets on Intel
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
Influence: Jeep Kline on Deep Tech, Climate Innovation, and VC in SEA
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
Money and Me: Transnational Divorce- the costly intricacies
What happens when a borderless career meets a cross-border divorce? Hosted by Michelle Martin, this episode explores the financial and legal pitfalls facing globally-mobile professionals when marriages break down. Guest Foo Soon Yien, Senior Director at BR Law Corporation, breaks down jurisdictional rules, domicile requirements, and the risks of assuming Singapore’s courts will hear your case. We discuss how frequent travel, long-term PR status, and dual citizenship affect eligibility to file. Hear about “forum shopping,” landmark cases, and key differences between divorce laws across countries. Plus, practical advice to protect your assets before crisis strikes. See omnystudio.com/listener for privacy information.
18 Sep 17min
Market View: Fed Cuts and Investor Moves
Fed cuts rates - but what does it mean for investors? Markets are reacting to the first rate cut of the year, with retail investors watching closely. Hosted by Michelle Martin with Ryan Huang, this episode dives into sector winners and losers as the Fed balances unemployment and inflation. Companies in focus include PayPal, Alphabet, Nvidia, Netskope, Jardine Matheson, and Hong Kong Land. We explore how tech stocks, property counters, and blue chips are shifting amid mixed market signals. Plus, we play our daily game of UP or DOWN on Palantir, Puma, Gucci, Baidu, and more.See omnystudio.com/listener for privacy information.
18 Sep 25min
Money and Me: Gain exposure to the STI or look further away?
The STI has smashed past 4,300 – should you be looking to gain exposure to it? Tim Phillips, Founder of TimTalksMoney, joins the conversation to explore what investors should make of this milestone. We break down valuation risks, macro drivers, and whether DBS Group still has room to run. ETFs tracking the STI come under review for those eyeing a diversified route. Beyond Singapore, we scan Asia for markets and sectors that look compelling. Hosted by Michelle Martin with guest Tim Phillips, Founder of TimTalksMoney.See omnystudio.com/listener for privacy information.
17 Sep 23min
Market View: Disney’s Comics Deal, TikTok’s Buyer & IPO Fever
A big deal for Disney and Webtoon sparks excitement across digital comics. US President Donald Trump says TikTok finally has a U.S. buyer lined up. Global IPO fever heats up with Hesai, Chery Automobile, MMC Ports, and StubHub making moves. Hollywood giants including Disney, Universal, and Warner Bros sue AI startup MiniMax. Local counters in focus include ComfortDelGro, Metro, CapitaLand Investment, Keppel DC REIT, and DFI Retail. Don’t miss the STI check-in and today’s Up or Down calls—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
17 Sep 24min
Influence: Professor Alfred Schipke on opportunities and risks of a fractured global order
Global order is shifting - how can Southeast Asia seize opportunity amid uncertainty? Hosted by Michelle Martin with Prof Alfred Schipke, Professor of the Practice of International Finance at the Lee Kuan Yew School of Public Policy and Director of the East Asian Institute at NUS. Ahead of the FutureChina Global Forum’s Opening Plenary, Prof Schipke shares insights on China’s economic balancing act, weak demand, and property overhang. He explores ASEAN’s role as a neutral investment harbour in a fractured global landscape. From tariffs reshaping supply chains to China’s AI and digital ambitions, what lies ahead for policy and business leaders? Hear what 600 delegates at FCGF 2025 will be asking as the world in flux redraws opportunities and risks.See omnystudio.com/listener for privacy information.
15 Sep 18min
