Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Pfizer smashes expectations — but can it keep going as Trump eyes 250% tariffs on drugs and semiconductors?

Hosted by Michelle Martin with Ryan Huang, this Market View dives into what’s powering Pfizer’s rebound, whether Yum! Brands is giving us clues about US consumer strength, and how new Trump tariffs may rattle markets.

Plus: Tesla vs BYD, TSMC resilience, CICT’s billion-dollar REIT deal, and a check on Singapore’s STI after breaking 4,200.

Catch all the moves — and what they could mean for your portfolio.

See omnystudio.com/listener for privacy information.

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Money and Me: Insurance Crossroads – Upgrades, Downgrades & the MediShield Shakeup

Money and Me: Insurance Crossroads – Upgrades, Downgrades & the MediShield Shakeup

Singapore’s health insurance landscape is shifting—and many seniors are rethinking their coverage. What's prompting some to downgrade or drop their private Integrated Shield Plans. What’s behind the price hikes? What’s at stake for policyholders? Michelle Martin breaks it all down with Elijah Lee, Senior Financial Services Manager at Phillip Securities. They also unpack the failed Income-Allianz deal and its impact on Singapore’s insurance sector.See omnystudio.com/listener for privacy information.

2 Juli 27min

Market View: Trump’s Budget, Musk’s Fury, and the Solar Stock Surprise

Market View: Trump’s Budget, Musk’s Fury, and the Solar Stock Surprise

Clean energy stocks are soaring—even as President Trump mocks wind power! Michelle Martin and Ryan Huang explore the market’s curious reactions to Trump’s new “Big, Beautiful Bill". From solar surges to chipmaker tax perks, find out which stocks are rallying and which are reeling. Elon Musk takes aim at Congress, but Trump fires back with threats of deportation and DOGE drama. Plus, it’s a UP for Ford, a DOWN for Tesla, and a “cheers” to Constellation Brands—tariffs and all. The STI eyes the 4000 mark again. Companies featured: Tesla, Ford, Amazon, Constellation Brands, Intel, Micron, TSMC, Array Technologies, SunPower, Frasers Centrepoint Trust, Hongkong Land.See omnystudio.com/listener for privacy information.

2 Juli 24min

Money and Me: What are Asia's wealthiest incorporating into their portfolios?

Money and Me: What are Asia's wealthiest incorporating into their portfolios?

To what extent are Asia’s wealthiest investors turning to digital assets and tokenized stocks? Michelle Martin unpacks the rise of institutional and family office interest in digital assets with Melvin Deng, CEO of QCP. Explore the role of digital assets in portfolio diversification, growth, and risk management. Learn how structured products, tokenization, and innovation are creating access to the crypto frontier in 2025.See omnystudio.com/listener for privacy information.

1 Juli 17min

Market View: China Fund Manager’s Hot Streak

Market View: China Fund Manager’s Hot Streak

How is a 30-year-old fund manager beating China’s markets — and even the Dow? Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart. They also break down New World Development’s US$11B refinancing, Meta’s AI ambitions, and Trump’s tariff talk. Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage. And in Singapore, which counters are surging and who is lagging? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.See omnystudio.com/listener for privacy information.

1 Juli 20min

Money and Me: Mortgage Rates Set to Dive — Is Now the Time to Refinance?

Money and Me: Mortgage Rates Set to Dive — Is Now the Time to Refinance?

Mortgage rates in Singapore to dip below 2% again? As fixed rates fall below floating ones and the 3-month SORA sinks, what does it all mean for homeowners and buyers? Michelle Martin finds out what’s driving these changes and when mortgage rates could finally fall below the 2% mark again. Should you switch from fixed to floating, or wait? Hosted by Michelle Martin, this episode features David Baey, CEO of Mortgage Master, who shares his insights on refinancing strategies, repricing risks, and the smartest move for your loan. f you’re out of your lock-in period, this is the episode you need to hear.See omnystudio.com/listener for privacy information.

30 Juni 24min

Market View: From Data Centres to Director Deals — Is SGX Back in the Game?

Market View: From Data Centres to Director Deals — Is SGX Back in the Game?

Can Singapore’s stock market reclaim its shine with a billion-dollar REIT? NTT is launching the biggest S-REIT listing in a decade with its data centre assets, while Info-Tech Systems and China Medical aim to go public on SGX. Meanwhile, Dell and Nvidia insiders are cashing out, and Apple hits box office gold with F1. Hosted by Michelle Martin with Ryan Huang, this episode dives into SGX’s IPO revival, data centre REITs, US-China trade vibes, and insider moves. We also spotlight Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, and Q & M Dental in the STI wrap. Discussed companies NTT, Info-Tech Systems, China Medical, SGX, Dell, Nvidia, Apple, Q & M Dental, Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, Sembcorp IndustriesSee omnystudio.com/listener for privacy information.

30 Juni 24min

Uncertainty, and Opportunity: Middle East Tensions &  Singapore Markets

Uncertainty, and Opportunity: Middle East Tensions &  Singapore Markets

How has the Singapore market reacted to rising geopolitical tensions in the Middle East? Hosted by Michelle Martin, this episode unpacks how sectors within the Straits Times Index are reacting, and companies that may stand to gain. Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, shares insights on defensive plays.See omnystudio.com/listener for privacy information.

27 Juni 6min

Money and Me: KL vs Johor. What this property investor from Singapore is looking at?

Money and Me: KL vs Johor. What this property investor from Singapore is looking at?

Thinking about investing up north but unsure about loan rates and long-term capital appreciation? Germaine Chow, Co-founder, I Quadrant talks about the macro -factors, regulations, taxes and must have questions in mind for the general property investor looking at Malaysia's powerhouse cities of KL and Johor.See omnystudio.com/listener for privacy information.

27 Juni 18min

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