Market View: Xiaomi Surges, PDD Stumbles & AI Stock Picks for China

Is Trump stoking the economic furnace ahead of the midterms—and what does that mean for your portfolio? Hosted by Michelle Martin, this episode of Money and Me features veteran trader Simon Ree, founder of The Tao of Trading. With U.S. job numbers weakening, earnings from the Magnificent 7 in full swing, and the traditionally bearish August-September season upon us, Simon shares how he’s trading through macro uncertainty. rom the bond market’s heat signals to the dollar’s potential comeback, find out what setups to watch, what to avoid, and how to cut through the noise with precision and clarity.See omnystudio.com/listener for privacy information.

4 Aug 202513min

What’s going on with Warren Buffett’s Berkshire Hathaway — and is its golden era fading? Hosted by Michelle Martin with Ryan Huang, this episode of Market View dives into underwhelming earnings, Kraft Heinz woes, and the stock's recent slide post-retirement news. Plus, we break down Apple’s AI ambitions after Tim Cook’s rare pep talk, the latest Wall Street dip sparked by poor jobs data and Trump’s new tariffs, and a closer look at Palantir’s $10B US Army deal. Also on the docket: Singapore Airlines downgraded, Thai Airways’ comeback, CDL’s hotel ambition, and Amazon’s “Netflix of AI” idea shaking up entertainment.See omnystudio.com/listener for privacy information.

4 Aug 202524min

Is China uninvestible—or a misunderstood giant in your portfolio strategy? Michelle Martin dives deep with Seow Kek Wee, CIO of Unicorn, to uncover the real story behind China’s markets. Despite headlines of crackdowns and trade wars, China just posted 5.2% growth and booming Belt and Road flows. Are there still pockets of value in Chinese stocks? How does China stack up against India? Plus: alternative safe havens—gold, copper, real estate—and whether crypto belongs in long-term wealth plans. This is Unicorn's first interview in two decades, don't miss this rare conversation! See omnystudio.com/listener for privacy information.

1 Aug 202524min

Apple surprises Wall Street, but Amazon stumbles—what’s behind the market mood swing? Michelle Martin and Ryan Huang dive into Apple’s $24B quarter, Amazon’s cloudy outlook, and Singapore earnings from OCBC, Keppel, and Jardine Matheson. Get the breakdown on how Donald Trump's sweeping new tariffs are rattling Asia-Pacific markets. Plus, Moderna vs BioNTech—whose post-Covid pivot is paying off? Markets in Seoul, Sydney, and Tokyo are in the red—find out why. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

1 Aug 202526min

Is cash still king—or just an underperforming subject? Cash offers safety and flexibility, but it also risks being eroded by inflation and market opportunity costs. Michelle Martin explores how to smartly put idle cash to work amid shifting rate environments and geopolitical uncertainty. From high-yield alternatives to multi-asset strategies, find out how to rethink your liquidity playbook. Hosted by Michelle Martin with guest Mahesh Sethuraman, CEO of Saxo Singapore. See omnystudio.com/listener for privacy information.

31 Juli 202518min

Big Tech beats the street — what’s next for markets? Meta and Microsoft impress with massive earnings jumps and post-session stock surges. We break down the AI-powered momentum behind Meta’s 11% leap and Microsoft’s $4 trillion club status. Plus, a surprise Fed vote split, new Trump tariffs on South Korea, India, and Brazil, and what it all means. Also in focus: Amazon, Reddit, Foxconn, HSBC, UBS, Seatrium, Jardine Cycle & Carriage, CapitaLand India & China Trusts, Singapore Airlines, and Yangzijiang Shipbuilding. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

31 Juli 202523min

In this episode of READ, hosted by Michelle Martin, meet Avni Martin, Founder of Wasambe Coach Training School and author of Happy Ever After. Discover the HAPPY System™, her coaching framework that aligns internal awareness with external action to drive deep transformation. Tune in to rethink how you lead—from the inside out. See omnystudio.com/listener for privacy information.

30 Juli 202522min

Is it time to rethink the China narrative? After years of investor pessimism, the Hang Seng Index is up over 22% in 2025—but is this rally for real, or just a mirage? From innovation in EVs and AI to steep equity discounts, could China finally be shedding its “uninvestible” tag? Hosted by Michelle Martin, this episode features Willie Keng, Founder of Dividend Titan, as we unpack what's driving China’s market rebound, why global fund managers are paying attention again, and how investors can approach the world's second-largest economy with clear eyes and a smart strategy.See omnystudio.com/listener for privacy information.

30 Juli 202521min