Market View: Sea’s 400% Surge, Yangzijiang’s Big Sale, and StarHub’s Broadband Bet

From Singapore to Brazil, markets are on the move — but where are investors placing their bets? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Sea Limited’s dramatic swing back to profit, the mixed fortunes of AEM and Prime US REIT, and why A2 Milk is being called a China proxy. Plus, we track Meituan’s $1B Brazil expansion, GD Culture’s wild crypto gamble, and eToro’s IPO buzz. On the local front, STI struggles at 3900, while Yangzijiang Shipbuilding and Mapletree Logistics Trust shine. We also spotlight Keppel’s energy grid play with Huawei and ST Engineering’s stumble.See omnystudio.com/listener for privacy information.

14 Maj 24min

Cash is no longer king — but where can discerning investors redeploy with confidence? Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches. We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts. If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen. Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.See omnystudio.com/listener for privacy information.

14 Maj 17min

Are Singapore REITs back in favor after April’s sell-off? Following the early April market slump, Michelle Martin asks if S-REITs have found their footing — and how closely they now track US market movements. What does Singapore’s decisive election result mean for REIT investor confidence? Plus, we unpack CapitaLand’s groundbreaking launch of the first Singapore-sponsored retail REIT on the Shanghai Stock Exchange and what it signals for investors. And if T-bill yields at 2.3% feel lackluster, where else can cautious investors look? Hosted by Michelle Martin with REIT specialist Kenny Loh. See omnystudio.com/listener for privacy information.

13 Maj 23min

US and China call a truce — but will the market euphoria last? Hosted by Michelle Martin, this solo edition dives into how Wall Street’s overnight rally is fueling gains in Asia-Pacific markets. Nike, Lululemon, and Wynn Resorts ride the wave of optimism, while investors watch Singapore Airlines, SingPost, and Walmart earnings ahead. We unpack Tilman Fertitta’s latest moves in Wynn Resorts and Indonesia’s IPO surge. Plus, the latest on Sinar Mas Land’s revised buyout offer, and why SGX faces headwinds even as Hong Kong and Indonesia see IPO booms. Companies mentioned: Nike, Lululemon, Wynn Resorts, Singapore Airlines, SingPost, Sinar Mas Land, Frasers Logistics & Commercial Trust, DFI Retail, Seatrium. See omnystudio.com/listener for privacy information.

13 Maj 13min

It might surprise you to hear who is using XSGD, a stablecoin pegged to the Singapore Dollar and why. What are the real-world cases for stablecoins in Singapore and across the globe? Michelle Martin finds out more with StraitsX, a Singapore startup focused on developing stablecoin. This episode features Jason Tay, Head of Commercial at StraitsX, a stablecoin platform powering digital payments in Southeast Asia. They explore the fallout from the failed U.S. Senate stablecoin bill and what it means for global momentum. Will Meta’s renewed stablecoin ambitions and Visa’s infrastructure bets accelerate adoption in Asia? What is setting the pace for responsible, institutional crypto adoption and why might an individual or institution want to handle stablecoins today?See omnystudio.com/listener for privacy information.

9 Maj 22min

Markets are mixed in Asia, but earnings are anything but flat. Hosted by Michelle Martin with Ryan Huang, we unpack OCBC’s Q1 results and how it stacks up against DBS and UOB. Far East Orchard doubles its profits, ST Engineering surges 60% YTD, and Auntea Jenny stirs up Hong Kong markets with a 40% debut pop. We dive into a new US-UK trade deal and what it means for global investors. Plus, we play UP or DOWN with Pinterest, Emirates, and Restaurant Brands. Hear more of OCBC, DBS, UOB, ST Engineering, Far East Orchard, Auntea Jenny, Pinterest, Mapletree, Restaurant Brands and Emirates. See omnystudio.com/listener for privacy information.

9 Maj 25min

A trade war is flaring up again—will your real estate portfolio weather the storm? Hosted by Michelle Martin, this episode unpacks how President Trump’s sweeping tariffs and the Fed’s rate freeze are colliding to reshape global property markets. Keith Ong, CEO of RealVantage, shares how rising costs and cross-border tension are shifting investor sentiment. Find out which markets—like Singapore—may emerge as safe havens, and what trends are forming in Australia and beyond. How are institutional players adjusting risk models and should you? See omnystudio.com/listener for privacy information.

8 Maj 19min

A surprise jump in Disney+ subscribers, strong earnings from DBS, and new Chinese rate cuts—what’s driving markets today? Hosted by Michelle Martin this solo edition dives into DBS’ record pre-tax profits, Disney’s cruise into Abu Dhabi, and Apple’s AI shock to Alphabet. Plus, U.S.–China tariff tensions simmer ahead of key trade talks. Novo Nordisk rises while WeightWatchers crumbles, and Singapore blue chips show mixed results. Catch all the movers, including DBS, UOB, OCBC, Disney, Alphabet, Apple, Novo Nordisk, Yangzijiang Shipbuilding, Seatrium, Venture Corp, and Frasers Logistics & Commercial Trust. Spot the global signals shaping your investment strategy. See omnystudio.com/listener for privacy information.

8 Maj 11min