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: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Market View: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Listen in as host Michelle Martin and Ryan Huang explore the contrasting fortunes of various companies. SATS reports a nearly 10-fold profit increase, while IHH Healthcare sees a 45% drop. Yoma Strategic and Straco show strong turnarounds, and Valuetronics' profits are up. We also delve into the latest deals involving Marathon Oil, ConocoPhillips, Anglo American, and BHP, and look at major movements in the retail and tech sectors with Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, the possible contrasting fortunes of two Chinese tech companies.See omnystudio.com/listener for privacy information.

30 Maj 202420min

Market View: The change that impacts every stock bond and ETF trade in the US. Mapletree Investments, SingTel, KKR, SM Entertainment, Hybe, NASDAQ, Semler Scientific, HubSpot, Cortina, Ossia International, Yangzijiang Shipbuilding, DFI Retail

Market View: The change that impacts every stock bond and ETF trade in the US. Mapletree Investments, SingTel, KKR, SM Entertainment, Hybe, NASDAQ, Semler Scientific, HubSpot, Cortina, Ossia International, Yangzijiang Shipbuilding, DFI Retail

Host Michelle Martin invites Ryan Huang to the conversation about markets today. We begin this morning, with a deep dive into Mapletree Investments and its challenging year. We'll also explore SingTel's potential acquisition of a billion-dollar stake in ST Telemedia's data centers, alongside KKR and Stonepeak. Next, we delve into the high-stakes power struggle between K-Pop giants SM Entertainment and Hybe. We'll review the NASDAQ's remarkable rise, the impact of a change that took place overnight on Wall Street that will impact every  stock, bond and ETF trade in the US. and the latest updates from Semler Scientific, HubSpot, Cortina, and Ossia International. Finally, we check in on the Straits Times Index and its top performers, including Yangzijiang Shipbuilding and DFI Retail.  See omnystudio.com/listener for privacy information.

29 Maj 202418min

Money and Me: Is Fixed Income a good investment for 2024?

Money and Me: Is Fixed Income a good investment for 2024?

Michelle Martin invites Dhruv Arora, Founder and CEO of Syfe to weigh in on evolving attitudes of Singaporeans towards investing amidst economic changes. They discuss the intersection of high living costs, inflation and investing. Learn about the most popular investment products on Syfe and shifts in investor interests. Dhruv shares his investment journey, key lessons, and philosophy. Discover areas of economic opportunity and investment approaches during uncertain times.See omnystudio.com/listener for privacy information.

28 Maj 202423min

Market View: Hua Hong Semiconductor, Semiconductor Manufacturing International, NAURA Technology, GigaDevice Semiconductor, Tuya, China Evergrande, Adani Energy, Ley Choon, GP Industries, Seatrium, Boustead Singapore, Euro, SATS, Hong Kong Land

Market View: Hua Hong Semiconductor, Semiconductor Manufacturing International, NAURA Technology, GigaDevice Semiconductor, Tuya, China Evergrande, Adani Energy, Ley Choon, GP Industries, Seatrium, Boustead Singapore, Euro, SATS, Hong Kong Land

Join Michelle Martin and Ryan Huang as we begin this morning in China, where Beijing has established its largest-ever semiconductor investment fund worth 344 billion yuan. Chinese semiconductor stocks surged on the news- we look closer at them. Morgan Stanley has a bullish outlook an IoT company. In corporate news, Evergrande New Energy Vehicle Group saw a significant rise in shares, Adani Energy is set to raise substantial capital, and Boustead Singapore posted a notable profit increase. We also check on the Straits Times Index and discuss a disappointing Memorial Day weekend at the US box office.See omnystudio.com/listener for privacy information.

28 Maj 202417min

Money and Me: How is Cardano redefining the future of finance and banking?

Money and Me: How is Cardano redefining the future of finance and banking?

Is Cardano a better investment than Ethereum? Today on Money and Me, Michelle Martin speaks to Nikhil Joshi, Chief Operating Officer, EMURGO to find out how his company is contributing to the Cardano ecosystem and how defi will change the future of finance and banking. See omnystudio.com/listener for privacy information.

27 Maj 202424min

Money and Me: How to invest in India's booming market?

Money and Me: How to invest in India's booming market?

What's the outlook of India's economic growth for 2024? Which sectors of the Indian market offer the best investment opportunities today? Michelle Martin invites James Ooi, Market Strategist, Tiger Brokers to find out the strategies you need to invest in India's booming market today.See omnystudio.com/listener for privacy information.

27 Maj 202420min

Market View: AEM, UMS, NetLink and Baker Tech directors' stock acquisition, OUE buyback plans, Seatrium, Stamford Land, Singtel, Yangzijiang Financial, US Market narrative

Market View: AEM, UMS, NetLink and Baker Tech directors' stock acquisition, OUE buyback plans, Seatrium, Stamford Land, Singtel, Yangzijiang Financial, US Market narrative

How should investors be reading AEM, UMS, NetLink and BakerTech recent directors stock acquisition? Why wouldn't OUE's buyback plan lift investor appetite for its depressed shares? And what's the latest narrative of the US market? Find out more with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.

27 Maj 202421min

Money and Me: Why have US markets surged? Why do older Singaporeans prefer these stocks?

Money and Me: Why have US markets surged? Why do older Singaporeans prefer these stocks?

Michelle Martin and guest Cheng Chye Hsern, Head of Investment, Providend. Stocks discuss the healthy showing in May for US markets. They also explore the investment preferences of older vs. younger investors in Singapore, what the MSCI's recent deletions from the Singapore index mean for the five companies involved, and the outlook for emerging markets for the rest of the year.See omnystudio.com/listener for privacy information.

24 Maj 202424min

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