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 Minutes: US Dividend Darlings

Market View Minutes: US Dividend Darlings

With interest rates on the rise and inflation taking a bite out of the dollar, it could be a good time to take a closer look at stocks that pay strong dividends. So with that in mind, today in Market ...

23 Sep 20222min

Market View: US Fed 75 basis point hike, Reliance Retail eyes Sephora rights, First Reit, Amazon, Meta, Salesforce, Tencent, Berkshire Hathaway, SATS plans to acquire Worldwide Flight services

Market View: US Fed 75 basis point hike, Reliance Retail eyes Sephora rights, First Reit, Amazon, Meta, Salesforce, Tencent, Berkshire Hathaway, SATS plans to acquire Worldwide Flight services

Overnight, the US Federal Reserve delivered yet another aggressive rate hike, raising interest rates by 75 basis points. How has the market been reacting to it so far? In other news, why is Reliance R...

22 Sep 202224min

Money and Me: Overview of US Fed rate hike, SPACs bleak future and all you need to know about Quadruple witching hour

Money and Me: Overview of US Fed rate hike, SPACs bleak future and all you need to know about Quadruple witching hour

Michelle Martin and Arun Pai, Investments Team, Monks Hill Ventures examine the ramifications of the US's Fed rate hike of 75 basis points & question the 2% inflation target. They also discuss if the ...

22 Sep 202226min

Market View Minutes: 2 stocks that Wall Street sees value in today!

Market View Minutes: 2 stocks that Wall Street sees value in today!

Markets are in a funk but if the time to buy is when prices are low, what’s caught the eyes of some on Wall Street? Michelle Martin looks at 2 stocks of very different businesses that Wall Street’s an...

22 Sep 20222min

Money and Me: Better than cash, less risk than equities, what are your investor options?

Money and Me: Better than cash, less risk than equities, what are your investor options?

Given Singapore's core inflation rate rising to 4.8% in July - with no signs of slowing down - where should we park our money today? And what are some options for us to engage in low-risk cash preserv...

21 Sep 202224min

Market View: Amazon Air Cargo Flights' slowest growth, Goldman Sachs Copper Outlook, Spotify, Nvidia, YouTube, Tesla

Market View: Amazon Air Cargo Flights' slowest growth, Goldman Sachs Copper Outlook, Spotify, Nvidia, YouTube, Tesla

In the face of Amazon Air Cargo Flights' slowest growth since early pandemic, to Top Glove's first quarterly loss, and Ford's $1 billion supply-cost warning, are we in for a bearish market? Meanwhile,...

21 Sep 202223min

Market View Minutes: Automakers making headlines

Market View Minutes: Automakers making headlines

Today in Market View Minutes, we take a look at 3 automakers: GM, Ford and Nio.  All three companies are making news — but it is a mixed bag. So, which automakers are UP and which are DOWN? Michelle M...

21 Sep 20222min

Market View: Yangzijiang shipbuilding LNG orders, Ford supply chain costs, Meta, Apple. Beyond Meat, Take Two Interactive, September bear market

Market View: Yangzijiang shipbuilding LNG orders, Ford supply chain costs, Meta, Apple. Beyond Meat, Take Two Interactive, September bear market

Could Yangzijiang shipbuilding's LNG orders become a growth catalyst for the company? Meanwhile, how much more 'pain' are stocks expecting in the second half of September given its historically bearis...

20 Sep 202219min

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