Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

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Market View: Why did Singapore markets underperform in 2023  and what could be the best performing sectors of 2024? Sembcorp Industries, Japanese stocks, US market outlook and commodities in focus.

Market View: Why did Singapore markets underperform in 2023 and what could be the best performing sectors of 2024? Sembcorp Industries, Japanese stocks, US market outlook and commodities in focus.

Which Singapore blue chips were the worst performing in 2023 and why? In contrast, how did Asia's best performing market fare and how could the tale of two markets play out in the year ahead? Will the US dollar, oil, gold and commodities fall into sectors of the market worth watching? Singapore, US and Japanese markets all come into the fold of this discussion  Michelle Martin has with WIllie Keng, The Dividend Titan.See omnystudio.com/listener for privacy information.

2 Jan 202425min

Money and Me: If a pipe in the common area of your condo leaks and damages your home, who is responsible?

Money and Me: If a pipe in the common area of your condo leaks and damages your home, who is responsible?

It's been a wet New Year so today we focus on water damage and your money. When a roof in a common area of a condominium leaks, who is responsible for the rectification costs?  What do the acronyms MCST translate to in terms of liability? When can you sue your MCST? What do recent judgements mean for homeowners? Michelle Martin found out in this discussion with Justin Chan, Managing Partner, Justin Chan Chambers LLP.See omnystudio.com/listener for privacy information.

2 Jan 202419min

Money and Me: How should you invest in 2024?

Money and Me: How should you invest in 2024?

Surprises - that's how many might describe the whirlwind of the year that we've had. That said, how did global markets perform in 2023? What lessons can be drawn from this year that we could use to help reframe our investment strategies? And aside from the Magnificent 7, are there any other sectors that are showing signs of recovery? In the final trading day of 2023, Dan Koh breaks it all down with Cheng Chye Hsern, Head of Investment, Providend. They also discuss where are interest rates likely to go in 2024 and if the new year is a time for you to be more 'active' to invest successfully. See omnystudio.com/listener for privacy information.

29 Dec 202325min

Market View: Wall Street 2023 forecast goes wrong, US Markets Santa Claus rally, Nvidia, X, S-REITs and Tourism related stocks, Japan's economy, Xiaomi entry into EV space, China's 2024 economy forecast

Market View: Wall Street 2023 forecast goes wrong, US Markets Santa Claus rally, Nvidia, X, S-REITs and Tourism related stocks, Japan's economy, Xiaomi entry into EV space, China's 2024 economy forecast

Why was the consensus by Wall Street strategists so wrong in 2023? What does the recent 'Santa Claus' rally indicate about what's to come in 2024? And does Xiaomi have what it takes to take on the likes of Tesla and Porsche? Dan Koh and Ryan Huang find out.See omnystudio.com/listener for privacy information.

29 Dec 202317min

Money and Me: To what extent will China’s crackdown on gaming hurt its big tech stocks?

Money and Me: To what extent will China’s crackdown on gaming hurt its big tech stocks?

What critical economic challenges will China face in 2024 that investors should be thinking through? As the year comes to an end, how can investors think through how their portfolios have performed? Listen to one investor's honest reflections as Michelle Martin speaks with Arun Pai from the Investments Team, Monk’s Hill VentureSee omnystudio.com/listener for privacy information.

28 Dec 202324min

Market View: BYD overtakes Tesla, Softbank, Microsoft & OpenAI, Amazon Prime, Apple, Cytokinetics, ComfortDelGro, Reasons for a bullish S&P 500 in 2024, Tencent & NetEase reaction to new online gaming rules

Market View: BYD overtakes Tesla, Softbank, Microsoft & OpenAI, Amazon Prime, Apple, Cytokinetics, ComfortDelGro, Reasons for a bullish S&P 500 in 2024, Tencent & NetEase reaction to new online gaming rules

What’s driving BYD’s success to overtake Tesla as the world’s most popular EV maker? What are some reasons stock investors will see a bullish 2024 for the S&P 500? And how have Chinese gaming stocks reacted to news of China regulator’s reassurance on new online gaming rules? Michelle Martin unpacks it all with Ryan HuangSee omnystudio.com/listener for privacy information.

28 Dec 202322min

Money and Me: $250 million in gains over 5 years with Singapore property

Money and Me: $250 million in gains over 5 years with Singapore property

Michelle Martin finds out what information I Quadrant - a  Property investing community -members have access to. She also learns how the power of community is being harnessed for real property deals with Benny Ong, Co-Founder and Chief Executive Officer, I Quadrant.See omnystudio.com/listener for privacy information.

27 Dec 202322min

Market View: Bristol Myers $4.1 billion acquisition, Microstrategy, Intel, Adani Green, Apple, Vibecession ending, Chinese gaming firms share buybacks, Goldman’s 2023 lesson on China, Astrazeneca buys Cancer Drug Developer for $1.2 billion

Market View: Bristol Myers $4.1 billion acquisition, Microstrategy, Intel, Adani Green, Apple, Vibecession ending, Chinese gaming firms share buybacks, Goldman’s 2023 lesson on China, Astrazeneca buys Cancer Drug Developer for $1.2 billion

Is the ‘vibecession’ really coming to an end? What’s the latest on Pharmaceutical acquisitions? And why are Chinese gaming firms unveiling share buybacks even after the latest regulatory move unnerved investors? Michelle Martin discusses with Ryan Huang.See omnystudio.com/listener for privacy information.

27 Dec 202320min

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