Market View: Buffett, BYD, and the Bulls

Market View: Buffett, BYD, and the Bulls

Warren Buffett’s Berkshire Hathaway is doubling down on Japan’s trading houses — but what does the Oracle of Omaha see that others might miss?

Tech stocks continue to power Wall Street, lifting indices to fresh highs.

It’s our daily game of UP or DOWN: Meituan, Didi, Tesla vs BYD, Geo Energy, GuocoLand, and Pop Mart.

Plus, a check on the Straits Times Index, with Thai Bev leading and Genting Singapore dragging.
And for our Last Word: Cadillac speeds into Formula 1 with Sergio Pérez and Valtteri Bottas at the wheel.

All this and more, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Market View: Powering AI and Profits - From Oil Giants to Data Titans

Market View: Powering AI and Profits - From Oil Giants to Data Titans

Big Oil meets Big Tech - as ExxonMobil and Chevron beat Wall Street expectations while pivoting toward powering AI’s next frontier. Join the market ride from ExxonMobil and Chevron’s earnings to the A...

3 Nov 202523min

Read: Mastering Private Equity by Claudia Zeisberger

Read: Mastering Private Equity by Claudia Zeisberger

What happens when the private equity boom meets a world of higher rates and lower liquidity? INSEAD Professor Claudia Zeisberger returns with a rewritten edition of Mastering Private Equity for a new ...

10 Okt 202525min

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low...

10 Okt 202514min

Market View: The Debasement Trade and Hong Kong’s $14B Bet

Market View: The Debasement Trade and Hong Kong’s $14B Bet

Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “deba...

10 Okt 202524min

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Can Asia’s economic resilience and the AI revolution shield its markets from U.S. political turbulence? Morningstar’s Kai Wang joins Michelle Martin to break down where the real long-term value lies i...

8 Okt 202518min

Market View: Gold Breaks $4,000 — What It Signals for Investors

Market View: Gold Breaks $4,000 — What It Signals for Investors

Gold smashes through the $4,000 mark for the first time ever, igniting debate over whether this is a 1970s-style inflation hedge moment or a sign of fear overtaking fundamentals. Michelle Martin break...

8 Okt 202514min

Money and Me: SSB investors - what's next? 

Money and Me: SSB investors - what's next? 

What would you do if $129,600 landed back in your account overnight? Hosted by Michelle Martin, this episode dives into the maturity of Singapore’s first-ever 10-year Savings Bond and what investors m...

7 Okt 202524min

Market View: Integrating AI & Software in Style

Market View: Integrating AI & Software in Style

OpenAI doubles down on the AI arms race - first Nvidia, now AMD. But what does a trillion-dollar chip war mean for investors? Hosted by Michelle Martin, this episode breaks down OpenAI’s new stake in ...

7 Okt 202515min

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