Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi
Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed, with gains in Sydney, bearish sentiment in Tokyo, and flat movement in Seoul. Hosted by Michelle Martin, who chats with Yeap Jun Rong from IG Singapore today. Both explore Dell and HP's struggles amid investor profit-taking, CrowdStrike's strong earnings, and Samsung's historic appointment of its first female CEO. Hear about Singapore's strategic positioning amid potential Trump tariffs and Sanofi’s $800M plant boosting pandemic preparedness. Wrap up with Singapore's Straits Times Index performance and a spotlight on Thai Beverage's gains.See omnystudio.com/listener for privacy information.
28 Nov 202422min
Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out
What do the latest set of minutes suggest about the trajectory of the Fed’s interest rate policy path? How are markets reacting to Trump’s news of tariffs? And why are retail investors cashing out of China? Dan Koh and Ryan Huang investigate. See omnystudio.com/listener for privacy information.
27 Nov 202421min
Money and Me: How is Tokenization taking off in Asia?
Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there with news that the Monetary Authority of Singapore announced that it will introduce new measures to advance tokenization in financial services. So what do you need to understand about the concept of real-world assets and their tokenization on the blockchain? And what are the most promising opportunities for real-world asset tokenization in the current market? Find out with Michelle Martin as she speaks with Looi Qin En, Partner, Saison Capital.See omnystudio.com/listener for privacy information.
26 Nov 202425min
Read: What Went Wrong with Capitalism by Ruchir Sharma
Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts, and easy money have created "socialized risk," distorting markets and alienating the public. Explore his fixes to rebalance state support and free markets. Discover insights into capitalism’s struggles in the US and Europe and the transformative role of AI in reshaping labour and productivity. Sharma also highlights lessons from Asia’s economic models and their varying degrees of state intervention. The conversation begins with Sharma sharing how Singapore's influence on his formative years growing up also shaped the book. See omnystudio.com/listener for privacy information.
26 Nov 202419min
Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust
Join Michelle Martin as she deftly tours world markets. Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets’ decline despite Wall Street’s record highs. Hear fresh Brokers’ Takes on Nio, SingPost, and Singapore’s banks, alongside updates on Huawei’s OS ambitions and Procter & Gamble’s sales in China. Discover the latest corporate moves from Bath & Body Works, Zoom, Macy's, and SATS. Michelle and Ryan also take a quick look at movers on the Straits Times Index.See omnystudio.com/listener for privacy information.
26 Nov 202422min
Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato
Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar, Southern Alliance Mining, and ABR Holdings. They explore the challenges and opportunities in the US markets with updates on Nvidia's growth, Samsung's patent woes, and insights on retail earnings. Michelle and Ryan also analyze moves by CapitaLand Ascott Trust, Paragon REIT, and SGX before diving into Zomato’s unconventional hiring strategy. See omnystudio.com/listener for privacy information.
25 Nov 202424min
Money and Me: Best air miles credit card you’d want today
The holiday season is upon us and that means a ton of spending is about to take place for those travelling or shopping for the festivities! But as you spend responsibly, how can you take advantage of the miles game and get the most out of this season’s credit card promotions? Join Dan Koh as he invites Tim Phillips, Founder, TimTalksMoney to discuss the key factors to consider when choosing the ideal miles credit card for your spending. From Citi Rewards card to UOB Visa Signature card, learn about some of the best cards to choose from today! See omnystudio.com/listener for privacy information.
22 Nov 202424min
Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast
Why does Morgan Stanley think that the US economy is set to outperform in 2025? What do you need to understand about Gautam Adani’s latest US fraud charges and its implications on the broader Indian economy? And how are Chinese tech companies faring lately? Join Dan Koh and Ryan Huang as they take you through the latest market movements and headlines influencing global economies today! See omnystudio.com/listener for privacy information.
22 Nov 202427min
