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 AMD, Figma’s AI moment, and record-breaking highs on Wall Street and in Tokyo.

We also look at Thailand’s capital market revamp, Malaysia’s hidden gems spotlighted by UOB Kay Hian, and Singapore’s STI climbing higher.

Companies featured: OpenAI, AMD, Nvidia, Figma, Spotify, LG Electronics, ST Engineering, and UOB Kay Hian.

See omnystudio.com/listener for privacy information.

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Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Markets are wobbling and investors are watching—what’s moving the dial across Asia and beyond? From Vietnam’s tech giant FPT, to Hong Kong’s debt-laden New World Development, to tariff twists from Washington, global forces are colliding. Costco beats expectations while Gap braces for a tariff hit; Dell dazzles and IHH Healthcare disappoints. Plus, we track former DBS CEO Piyush Gupta’s next chapter at Keppel. And in Japan, is a one-seater EV really the future of mobility? All this and more—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

30 Maj 23min

Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Can stress be managed before it becomes the silent killer of your potential? Bestselling author of You Can Win, Shiv Khera returns with Live While You're Alive, tackling stress with his signature clarity and punch. From the road to the boardroom, Khera shares practical insights on how to lead a life of purpose. Michelle Martin speaks with the internationally acclaimed speaker about handling pressure, personal resilience, choosing growth.—and how to take charge of the narrative. Hosted by Michelle Martin with Shiv Khera, Speaker and Internationally acclaimed author.See omnystudio.com/listener for privacy information.

29 Maj 27min

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.

29 Maj 25min

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Global markets are reacting to a legal thunderbolt: Trump’s ‘reciprocal tariffs’ have been struck down by a U.S. court. Investors are cheering, with futures surging and the “TACO Trade” catching headlines again. Nvidia stuns with $18.8B in earnings despite a $2.5B China hit, while Cadence and Synopsys tumble on export controls. Seatrium sees orders shrink but its stock rides high this month. Airbus faces a 3-year delay backlog, Abercrombie soars, and Saab pivots from cars to warships. Hosted by Michelle Martin with Ryan Huang — featuring Nvidia, Seatrium, Cadence, Synopsys, Abercrombie & Fitch, Airbus, Saab, mm2 Asia, ThaiBev, DBS, UOB, Jardine Cycle & Carriage, and Tesla.See omnystudio.com/listener for privacy information.

29 Maj 25min

Money and Me: The Rise of the Fractional Leader — Can Fractional Execs Deliver Full-Time Impact?

Money and Me: The Rise of the Fractional Leader — Can Fractional Execs Deliver Full-Time Impact?

What if the future of leadership is not full-time at all? Cassandra Ong turned the sting of a layoff into a new company banking on a new way to work. Now founder of OtterHalf, she’s helping brands scale smart with fractional CMOs. Find out why agile leadership is taking off in Asia, especially in tech and marketing. We break down how companies are trimming payrolls without trimming performance. Hosted by Michelle Martin, with guest Cassandra Ong of OtterHalf.See omnystudio.com/listener for privacy information.

28 Maj 19min

Market View: Xiaomi Surges, PDD Stumbles & AI Stock Picks for China

Market View: Xiaomi Surges, PDD Stumbles & AI Stock Picks for China

Markets rally as Asia-Pacific indices mirror Wall Street’s gains. Xiaomi’s profits surge 65%—but why are its shares still down? PDD Holdings disappoints investors, sending its stock tumbling 13%. Morgan Stanley and HSBC name top AI stocks to watch in China. Salesforce makes a bold $8B move for Informatica—what's the strategy? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: Xiaomi, PDD Holdings, BYD, Alibaba, Baidu, Gushengtang, Bairong, Sangfor, Salesforce, Informatica, Tencent, Trump Media, Boustead, Sinarmas Land, ST Engineering, SATS, Jardine Matheson.See omnystudio.com/listener for privacy information.

28 Maj 22min

Influence: The Italian Wine Revival in Asia’s Glass

Influence: The Italian Wine Revival in Asia’s Glass

Is the next big thing in wine... something ancient? Jessica Anne Tan, Vinitaly Italian Wine Ambassador, joins Michelle Martin to explore Asia’s growing thirst for heritage varietals. Discover why grapes like Albana, Bellone, and Schioppettino are making a comeback. Learn about a white wine made from a red grape and why it might go well with your hokkien mee. Hear what’s trending at Vinexpo Asia 2025 and where Singapore fits in the future of wine. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

23 Maj 21min

Money and Me: Navigating Singapore’s Property Hotspots

Money and Me: Navigating Singapore’s Property Hotspots

Are one- and two-bedders the new darlings of Singapore’s property scene? Sales at One Marina Gardens and Bloomsbury Residences hint at evolving investor appetites. Is Media Circle the next Buona Vista, and are expats and landlords already moving in? Plus, the ultra-rich flock to 21 Anderson—why this project is pulling in $23M buyers. Get the latest on buyer psychology, luxury demand, and market signals in the RCR. Hosted by Michelle Martin with Eugene Lim, Key Executive Officer at ERA Singapore.See omnystudio.com/listener for privacy information.

23 Maj 17min

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