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Your Money with Michelle Martin

Your Money with Michelle Martin

4,045 episodes — Page 28 of 81

Money and Me: What is next for the spot Bitcoin ETF space? Why are healthcare stocks are gaining interest and the health of Japan’s stock market.

What could the SEC’s decision of the spot bitcoin ETF mean for the crypto market and Bitcoin’s trajectory? Why are healthcare stocks back in focus after lagging in 2023? And how should you be reading Japan’s Nikkei 225 recent 3 decade highs? Michelle Martin puts these questions to Arun Pai, Investments Team, Monk’s Hill Ventures. See omnystudio.com/listener for privacy information.

Jan 11, 202419 min

Market View: Frasers Property strategic review, SEC approves of spot Bitcoin ETF, Bytedance, TikTok, Nvidia, Samsung Electronics, TSMC, Tee International, No Signboard

Why would majority owners of Frasers Property put the company or some of its assets up for sale? How much money are the spot Bitcoin ETFs likely to attract after the SEC’s recent approval? And what would the approval of the spot Bitoin ETFs mean for the future of Coinbase? Michelle Martin and Ryan Huang unwrap it all.See omnystudio.com/listener for privacy information.

Jan 11, 202421 min

Money and Me: How Crimson Education Co-founder Jamie Beaton built a billion-dollar company

His company is a unicorn but that's not stopped 28-year-old Jamie Beaton from pursuing another degree from Princeton. Michelle Martin meets Jamie Beaton co-founder Crimson Education to learn about why he keeps studying, what his personal strategies for academic excellence and entrepreneurship are, and how to do it all by the age of 28.See omnystudio.com/listener for privacy information.

Jan 10, 202425 min

2023 Emerging Enterprise Most Promising Sustainability Startup award winner: Aprisium

Aprisium is a Singapore-based sustainability focused deep tech startup that seeks to deliver autonomous, continuous, on-site-deployed, contamination detection and monitoring devices with direct insights that proactively manages and address companies' contamination hazards. The company's solutions directly support customer profitability and sustainability efforts through the employment of AI analytics, which accurately characterize and profile the discharge contamination, helping companies better manage their contamination. Through the team's shared commitment to public health, safety, and the environment, Aprisium strives to empower governments and corporations to ensure a secure, clean and healthy Singapore. Host Michelle Martin is in conversation with Raghav Narayan, CEO, Aprisium to find out how they are leveraging cloud-based data management and AI analytics, to deliver pre-emptive insights and cause-and-effect analysis that addresses contamination concerns. -- About the Awards: Launched in 2008 and now in its 16th year, the EE Awards is an annual event that recognises the bold ambition of young businesses in Singapore and the region that are under ten years old, celebrating their business innovation, resilience, and excellence. It is jointly organised by The Business Times, Singapore’s only financial daily published by SPH Media, and OCBC, Asia's Best SME Bank.The 2023 EE Awards are supported by Mastercard, Oliver Wyman, Rajah & Tann Asia, RSM - Singapore, A*Star - Agency for Science, Technology and Research, Enterprise Singapore, and Paia Consulting. For more information on EE2023, please visit: https://www.ocbc.com/business-banking/emerging-enterprise-awardSee omnystudio.com/listener for privacy information.

Jan 10, 202410 min

Market View: Samsung profit tumbles, Jefferies profit halves, Bitcoin, JD.com, BMW, Cromwell E-Reit, BioNTech revenue prediction, GSK $1.4 billion pipeline push, Healthcare stocks comeback, HPE buys Juniper Networks, Amazon layoff

What's causing Samsung's profit to tumble 35%? What do you need to know about healthcare stocks' break out? And why are some analysts skeptical about HPE's purchase of Juniper Networks? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/listener for privacy information.

Jan 10, 202422 min

Money and Me: From pre-emptive spending to belt-tightening, how are some navigating the GST increase to 9%?

What do you need to factor in to make calculated financial decisions in the context of rising taxes and possible lower interest rates? Michelle Martin and Christopher Tan, CEO, Providend discuss how you can accommodate the higher GST rate while saving spending and investing in 2024.See omnystudio.com/listener for privacy information.

Jan 9, 202415 min

Market View: CES 2024 highlights, Boeing 737 Max loose bolts, Sony, Zee, Shell, Sabana REIT, AIMS Apac REIT, China stocks plunge

What do you need to know about the latest tech at CES 2024? Why wouldn’t Boeing’s financials be hurt by the latest 737 Max issues? And what’s leading China stocks’ fall this week? Michelle Martin and Ryan Huang explore. See omnystudio.com/listener for privacy information.

Jan 9, 202422 min

Money and Me: Could "smile to pay" be a reality?

How would you like to make your next payment using solar credits, the wave of your hand or even by cracking a smile? Well that may very well be the future of commerce in this world of changing consumer expectations and emerging technologies. But how will the convergence of forces and the urgent need for a sustainable future redefine and reshape the concept of what we pay with? Michelle Martin speaks with Sandeep Malhotra, Executive Vice President, Products & Innovation, Asia Pacific at Mastercard to find out about three broad trends that have the potential to reshape payments as we know it.See omnystudio.com/listener for privacy information.

Jan 8, 202421 min

Market View: Intraco, SunMoon Food, OUE share buyback, Robosense, Moderna Bayer, Foxconn, Boeing, Tesla, US market narrative, Endeavour Mining plunges

What’s the latest on Singapore stocks’ share buybacks? What does the US market narrative look like today? And why did Endeavour Mining’s share price plunge after it fired its CEO? Michelle Martin and Ryan Huang investigate.See omnystudio.com/listener for privacy information.

Jan 8, 202420 min

Market View: Smart cars in Singapore, PepsiCo, Carrefour, Walgreens, US Markets, Drug innovations and tech layoffs, STI, Microsoft, Xerox, Apple, Amazon, Seatrium

Why did Nicola shares jump 12 percent overnight? Why has Apple been hit with a second downgrade? Why has France’s Carrefour stopped selling PepsiCo products? Why are tech layoffs in the spotlight? Closer to home we look at Jardine Cycle and Carriage's tie-up with Mercedes Benz. Michelle Martin and Ryan Huang also examine if Microsoft adding an AI key to its PC Keyboard will add to consumer experiences.See omnystudio.com/listener for privacy information.

Jan 5, 202420 min

Market View: IPOs, CDG, Samsung, Zuckerberg, US stocks, Maersk, AMC Entertainment

Who’s diving into the 2024 IPO wave with a January debut? What are the reasons behind Samsung prioritising AI for their 2024 phones? Michelle Martin speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

Jan 4, 202420 min

Money and Me : What could drive Singapore property in 2024

Which districts in Singapore are becoming increasingly popular with private condo buyers?Which areas are receiving more recent attention from HDB resale buyers? Which new private launches have made a splash? And will there be fewer million-dollar HDB flats in 2024? We discuss the Urban Redevelopment Authority (URA) and Housing Development Board (HDB) Q4 2023 flash estimates, with guest Dr Lee Nai Jia, Head of Real Estate Intelligence, Data and Software Solutions, PropertyGuru Group,See omnystudio.com/listener for privacy information.

Jan 4, 202422 min

Money and Me: Top S-REITs to look out for in 2024

Over the past two years, S-Reits faced challenges due to a decline in investor sentiment caused by a significant rise in global interest rates. So, are S-REITs a bargain now? Should investors buy them or still be cautious in their approach? Michelle Martin speaks to Darren Chan, Senior Research Analyst, Phillip Securities Research, a member of PhillipCapital to find out more.See omnystudio.com/listener for privacy information.

Jan 4, 20249 min

Money and Me: How to build a $100k Portfolio

What critical money habits are essential to investing your way to a hundred-thousand-dollar portfolio? How do you find stocks worth your time? What are the tools available now and is value investing still relevant? Michelle Martin finds out with Willie Keng, The Dividend Titan.See omnystudio.com/listener for privacy information.

Jan 4, 202422 min

Money and Me: Losing 80K is optional

While the Phillippines has emerged as the epicentre for online scams, we focus right here in Singapore for a show that discusses how you don't have to lose your money to scammers. What are the warning signs of real scams that have happened here in Singapore and how can you avoid being a victim? Michelle Martin finds out with Elijah Lee, Phillip Securities.See omnystudio.com/listener for privacy information.

Jan 3, 202425 min

Market View: China economy in 2024, Moderna, JP Morgan, Rivian, Alibaba, Apple, HSBC and money transfers

Moderna's stock has popped after it announced new products expected over a 2-year rollout. Will this shot in the arm have longer ramifications? Why have JP Morgan shares climbed to a record high? A closer look a the fall of Rivian, the Chinese economy for 2024 and green shoots for tourism in Thailand are featured in this discussion between Michelle Martin and Ryan HuangSee omnystudio.com/listener for privacy information.

Jan 3, 202421 min

Market View: Why did Singapore markets underperform in 2023 and what could be the best performing sectors of 2024? Sembcorp Industries, Japanese stocks, US market outlook and commodities in focus.

Which Singapore blue chips were the worst performing in 2023 and why? In contrast, how did Asia's best performing market fare and how could the tale of two markets play out in the year ahead? Will the US dollar, oil, gold and commodities fall into sectors of the market worth watching? Singapore, US and Japanese markets all come into the fold of this discussion Michelle Martin has with WIllie Keng, The Dividend Titan.See omnystudio.com/listener for privacy information.

Jan 2, 202425 min

Money and Me: If a pipe in the common area of your condo leaks and damages your home, who is responsible?

It's been a wet New Year so today we focus on water damage and your money. When a roof in a common area of a condominium leaks, who is responsible for the rectification costs? What do the acronyms MCST translate to in terms of liability? When can you sue your MCST? What do recent judgements mean for homeowners? Michelle Martin found out in this discussion with Justin Chan, Managing Partner, Justin Chan Chambers LLP.See omnystudio.com/listener for privacy information.

Jan 2, 202419 min

Money and Me: How should you invest in 2024?

Surprises - that's how many might describe the whirlwind of the year that we've had. That said, how did global markets perform in 2023? What lessons can be drawn from this year that we could use to help reframe our investment strategies? And aside from the Magnificent 7, are there any other sectors that are showing signs of recovery? In the final trading day of 2023, Dan Koh breaks it all down with Cheng Chye Hsern, Head of Investment, Providend. They also discuss where are interest rates likely to go in 2024 and if the new year is a time for you to be more 'active' to invest successfully. See omnystudio.com/listener for privacy information.

Dec 29, 202325 min

Market View: Wall Street 2023 forecast goes wrong, US Markets Santa Claus rally, Nvidia, X, S-REITs and Tourism related stocks, Japan's economy, Xiaomi entry into EV space, China's 2024 economy forecast

Why was the consensus by Wall Street strategists so wrong in 2023? What does the recent 'Santa Claus' rally indicate about what's to come in 2024? And does Xiaomi have what it takes to take on the likes of Tesla and Porsche? Dan Koh and Ryan Huang find out.See omnystudio.com/listener for privacy information.

Dec 29, 202317 min

Money and Me: To what extent will China’s crackdown on gaming hurt its big tech stocks?

What critical economic challenges will China face in 2024 that investors should be thinking through? As the year comes to an end, how can investors think through how their portfolios have performed? Listen to one investor's honest reflections as Michelle Martin speaks with Arun Pai from the Investments Team, Monk’s Hill VentureSee omnystudio.com/listener for privacy information.

Dec 28, 202324 min

Market View: BYD overtakes Tesla, Softbank, Microsoft & OpenAI, Amazon Prime, Apple, Cytokinetics, ComfortDelGro, Reasons for a bullish S&P 500 in 2024, Tencent & NetEase reaction to new online gaming rules

What’s driving BYD’s success to overtake Tesla as the world’s most popular EV maker? What are some reasons stock investors will see a bullish 2024 for the S&P 500? And how have Chinese gaming stocks reacted to news of China regulator’s reassurance on new online gaming rules? Michelle Martin unpacks it all with Ryan HuangSee omnystudio.com/listener for privacy information.

Dec 28, 202322 min

Money and Me: $250 million in gains over 5 years with Singapore property

Michelle Martin finds out what information I Quadrant - a Property investing community -members have access to. She also learns how the power of community is being harnessed for real property deals with Benny Ong, Co-Founder and Chief Executive Officer, I Quadrant.See omnystudio.com/listener for privacy information.

Dec 27, 202322 min

Market View: Bristol Myers $4.1 billion acquisition, Microstrategy, Intel, Adani Green, Apple, Vibecession ending, Chinese gaming firms share buybacks, Goldman’s 2023 lesson on China, Astrazeneca buys Cancer Drug Developer for $1.2 billion

Is the ‘vibecession’ really coming to an end? What’s the latest on Pharmaceutical acquisitions? And why are Chinese gaming firms unveiling share buybacks even after the latest regulatory move unnerved investors? Michelle Martin discusses with Ryan Huang.See omnystudio.com/listener for privacy information.

Dec 27, 202320 min

Money and Me: What first-time property buyers are doing

What do first time property buyers need to be aware of in today’s market. Are there different strategies being used. Michelle Martin finds out with Mister Boon, Senior Group Division Director, ERA Realty Network.See omnystudio.com/listener for privacy information.

Dec 26, 202323 min

Market View: S-REITs boost balance sheets, S-REITs 2024 outlook, Digital Core REIT, Manchester United, Carnival, Sea, MM2, China’s gaming sector selloff, El Niño sweet tooth

What does the outlook of S-REIT look like moving into 2024? What prompted a selloff in China’s gaming sector? And what does it mean that El Niño has a sweet tooth? Michelle Martin investigates with Ryan Huang. See omnystudio.com/listener for privacy information.

Dec 26, 202322 min

Money and Me: Here's how to make your Christmas dollar work harder

Remember Mrs Lee making a splash when she brought a clutch with white dinosaurs to the White House? In our yuletide show, Michelle Martin invites Belinda Lin, General Manager, The Art Faculty to find out how this organisation is marrying art and business to bring new possibilities to individuals on the autism spectrum.See omnystudio.com/listener for privacy information.

Dec 22, 202317 min

Market View: Nike cost cutting measures, 2023 World’s Best Performing stock, Sabana EGM, Micron, OPEC, CDL, Nanofilm, World’s Busiest Route of 2023

How is Nike responding to a slowdown in sales? How did Tesla rise to retail investor stardom? And what is the world’s best performing stock of 2023? Michelle Martin and Ryan Huang look into the details.See omnystudio.com/listener for privacy information.

Dec 22, 202322 min

Money and Me: How to spend your bonus

How much of a bonus are most companies in Singapore offering? Whatever the quantum you get, our guest has great tips on How to use that cash injection to break away from the rat race. Michelle Martin finds out more with Daniel Sim, Founder of Born Poor Die Rich.See omnystudio.com/listener for privacy information.

Dec 21, 202320 min

Market View: SGX delistings, Tikehau’s Pegasus Asia Spac liquidation, Bytedance, McDonald’s, Lenovo, Warner Bros Discovery, CapitaLand Ascendas REIT, Singapore SPAC market, US Markets profit-taking

How many companies have delisted on the SGX in 2023? Why is optimism in the Singapore SPAC diminishing? And after a 9-day winning streak, have US markets peaked or are investors simply doing some profit taking? Michelle Martin and Ryan Huang explore.See omnystudio.com/listener for privacy information.

Dec 21, 202319 min

Money and Me: Web3: Charting the Internet's Next Economic and Cultural Frontier

Wall Street Journal bestselling author Alex Tapscott joins Michelle Martin to discuss the next chapter in the evolution of the internet and what technological sea change will mean for assets, businesses and cryptocurrency. Alex also shares his views on a spot bitcoin ETF product.See omnystudio.com/listener for privacy information.

Dec 20, 202328 min

2023 Emerging Enterprise Most Promising Sustainability Startup Award Winner: NEU Battery Materials

NEU Battery Materials is a Singapore-based lithium battery recycling company. Using their patented clean recycling method, they recycle lithium batteries from your phone to our future, electric vehicles. The company has created a process that is scalable, modular, and only relies on electricity. This is crucial to support the rapid growth of electric vehicles. Backed by partners like Temasek Foundation, SGInnovate, ComfortDelgro, Momentum VC, and others, NEU is building an automated recycling facility in Singapore to provide an avenue for clean and sustainable recycling for Singapore. Host Michelle Martin speaks with Mr Bryan Oh, CEO of NEU Battery Materials on their mission to build a clean future for everyone. -- About the Awards: Launched in 2008 and now in its 16th year, the EE Awards is an annual event that recognises the bold ambition of young businesses in Singapore and the region that are under ten years old, celebrating their business innovation, resilience, and excellence. It is jointly organised by The Business Times, Singapore’s only financial daily published by SPH Media, and OCBC, Asia's Best SME Bank.The 2023 EE Awards are supported by Mastercard, Oliver Wyman, Rajah & Tann Asia, RSM - Singapore, A*Star - Agency for Science, Technology and Research, Enterprise Singapore, and Paia Consulting. For more information on EE2023, please visit: https://www.ocbc.com/business-banking/emerging-enterprise-awardSee omnystudio.com/listener for privacy information.

Dec 20, 202310 min

Market View: FedEx weaker revenue outlook, Coupang acquires Farfetch, UBS, Japanese Whiskey, Japanese yen, EC World REIT, 2024 AI adoption

What does FedEx’s revenue outlook suggest about the health of the broader economy? Why is South Korea’s Coupang acquiring luxury e-commerce retailer Farfetch? And what areas might see new AI applications in 2024? Michelle Martin finds out with Ryan Huang.See omnystudio.com/listener for privacy information.

Dec 20, 202316 min

Money and Me: To meet your money goals for 2024, you need to start with this

What essential questions should you be asking as we head into the final 2 weeks of 2023 to help you meet your upcoming financial goals? Michelle Martin invites Elijah Lee, Senior Financial Services Manager, Phillip Securities to find out how we can reflect on our net worth in order to move to a healthier financial future. See omnystudio.com/listener for privacy information.

Dec 19, 202324 min

Market View: Freight delays and the Suez canal, Covid-19 resurgence beneficiaries, Golden Goose, REPT Battero Energy, Nio, CapitaLand India Trust, Oil prices surge, FuelCell Energy Carbon Capture technology, Nippon Steel acquires US Steel

What do freight delays around the Suez canal mean for logisitc ompanies and costs of the asia-europe transport? Who are possible beneficiaries of the new up and rising Covid-19 wave? What’s been driving oil prices lately? And why was the deal between Adobe and Figma cancelled? Michelle Martin unpacks it all.See omnystudio.com/listener for privacy information.

Dec 19, 202310 min

Money and Me: What investors need to know about superapps

Are Super Apps still poised to change the future of finance? How is an investor to parse the field? How can one assess business models of superapps? Michelle Martin speaks to Neha Mehta, Author Of "ONE STOP", a book which explores the untold story of some of the world's most heard-about Super Apps. See omnystudio.com/listener for privacy information.

Dec 18, 202324 min

Read: Why the Korean hit novel "Welcome to the Hyunam-dong Bookshop" works in English

Meet the Singaporean translator of the Korean novel that evokes the cozy experience of stepping into your dream bookshop. Michelle Martin meets Shanna Tan to find out how the self-taught Korean speaker emerged as the top choice to bring this heartwarming hit novel to the English-language market.See omnystudio.com/listener for privacy information.

Dec 18, 202324 min

Market View: 17Live share price falls, StarHub share buyback, DocuSign, Costco, Nio, Xpeng, Keppel DC Reit, US Market narrative

On today’s Market View, Michelle Martin and Ryan Huang explore what the fall in 17Live share price suggests about investor sentiment in the SPAC market, how we should be reading StarHub’s continued share buyback, and what the current US market narrative looks like.See omnystudio.com/listener for privacy information.

Dec 18, 202322 min

2023 Emerging Enterprise Sustainability Award Winner: REDEX Group

They are in the business of tracing power consumption to energy sources. REDEX Group Pte Ltd operates Asia’s leading trading platform for Renewable Energy Certificates (RECs). The company offers a one-stop ecosystem for RECs, supporting clients through the full RECs lifecycle – asset registration, production verification, marketplace, and retirement. As an early mover in Asia with a proven track record, REDEX is developing practical and innovative solutions to meet the renewable energy needs of corporations globally. The company’s mission is to accelerate the world’s transition towards renewable energy. Host Michelle Martin speaks to Mr Kang Jen Wee, CEO and founder of REDEX Group for their recent win in the Emerging Enterprise Sustainability award category and innovative plans for the business. -- About the Awards: Launched in 2008 and now in its 16th year, the EE Awards is an annual event that recognises the bold ambition of young businesses in Singapore and the region that are under ten years old, celebrating their business innovation, resilience, and excellence. It is jointly organised by The Business Times, Singapore’s only financial daily published by SPH Media, and OCBC, Asia's Best SME Bank.The 2023 EE Awards are supported by Mastercard, Oliver Wyman, Rajah & Tann Asia, RSM - Singapore, A*Star - Agency for Science, Technology and Research, Enterprise Singapore, and Paia Consulting. For more information on EE2023, please visit: https://www.ocbc.com/business-banking/emerging-enterprise-awardSee omnystudio.com/listener for privacy information.

Dec 13, 202313 min

Market View: AMD, Nvidia, Microsoft, Meta, Google, Tesla, X

How will Nvidia react to AMD's new artificial intelligence chips? With Microsoft and Meta committed to using AMD's chip, how does that shape up the AI space? What's the latest with Elon Musk and Tesla? Adrian Abraham recaps all the latest headlines with Sean Cheong.See omnystudio.com/listener for privacy information.

Dec 8, 202312 min

Market View: Meta, OpenAI, Microsoft, AMD, Nvidia, Google, McDonald's

What will AMD's newest AI chip bring to space dominated by Nvidia? What can we expect from Gemini, Google's most capable artificial intelligence model? Can McDonald's new spinoff brand CosMc’s be a hit? Adrian Abraham speaks to Sean Cheong to recap the biggest headlines on this installment of Market View.See omnystudio.com/listener for privacy information.

Dec 7, 202314 min

Market View: Apple, X.AI,Cordlife

What's driving Apple's record market cap? Can X.AI compete with the biggest players in the AI space? Where does Cordlife go from their current dire situation. Adrian Abraham speaks to Ryan Huang to review the biggest points on this installment of Market View.See omnystudio.com/listener for privacy information.

Dec 6, 202316 min

Money and Me: Can Manulife US REIT be saved?

Why has the proposal to rescue Manulife US REIT fallen flat? And do the 3Q earnings results provide any indications of how S-REITs are expected to do moving into 2024? Michelle Martin asks Kenny Loh, REIT Specialist and Independent Financial Advisor.See omnystudio.com/listener for privacy information.

Dec 5, 202317 min

Market View: China Evergrande reprieve from liquidation, Bitcoin and Gold rally, Spotify, Twilio, Ericsson vs Nokia, Birkenstock, Vanda Pharmaceuticals, GP Industries, US small caps rally, Zuckerberg sells first Meta shares in 2 years

Why did China Evergrande get an unexpected reprieve from liquidation? Why are Bitcoin and Gold both in rally mode as we approach the end of the year? How should investors be reading Mark Zuckerberg’s recent Meta share selloff? Michelle Martin and Ryan Huang unpack it all. See omnystudio.com/listener for privacy information.

Dec 5, 202319 min

Money and Me: How Nasdaq-Listed, MoneyHero Group is aiming for growth

We get up close with a publicly-listed Asian fintech today, as Michelle Martin learns how MoneyHero, a Singapore-Hong Kong headquartered company behind some of the best known brands in the finance aggregator space- plans to ride market trends for growth in this conversation with Nawaz Imam, Group Head of Strategy, MoneyHero Group.See omnystudio.com/listener for privacy information.

Dec 4, 202320 min

Market View: China Evergrande final chance, Judge Linda Chan, US Media stocks, Adani Group, Bitcoin, Hawaiian Airlines, Cordlife Group, S&P 500 new companies, Raffles Medical, Wing Tai

Michelle Martin and Ryan Huang discuss everything you need to know about Evergrande’s latest Hong Kong court showdown, which companies are set to join the S&P 500 and what to look out for the week ahead.See omnystudio.com/listener for privacy information.

Dec 4, 202321 min

Money and Me: The $120k Credit Card segment; how to decide which is best for you

On Money and Me, Michelle Martin invites Tim Phillips, Founder, TimTalksMoney to discuss cracking the credit card premier segment, if a headwind for crypto is easing and how to think through your dividend stock picks.See omnystudio.com/listener for privacy information.

Dec 1, 202326 min

Market View: Dow posts highest close in nearly 2 years, Oil prices fall, Salesforce, Disney, Samsara, Japan's Nikkei, Rice prices, Alibaba vs Pinduoduo, Dr Martens, Manulife US REIT, Venture Corporation, ESR sues Quarz

Why are oil prices dropping despite the OPEC+ pledge to make additional cuts in 2024? How should investors be reading November's US market rally? And why is ESR Group facing off activist investor Quarz Capital in court? Michelle Martin and Ryan Huang look into the details. See omnystudio.com/listener for privacy information.

Dec 1, 202322 min

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take on the greatest investing lessons from Charlie Munger. Then, Michelle and Arun discuss the outlook for US Fed cut interest rates in 2024 and which country's stock markets show reason to cheer in 2024? See omnystudio.com/listener for privacy information.

Nov 30, 202322 min

Market View: GM’s $10 billion buyback, Disney revamp, Phillips 66, Nio, AUD & NZD, Asia Pacific Breweries, YTC Corporation, Keppel buys Aermont Capital, Manulife divestment plans

Michelle Martin and Ryan Huang discuss GM’s $10 billion buyback, Manulife US REIT’s divestment plans, and Keppel’s purchase of a major European property asset manager. See omnystudio.com/listener for privacy information.

Nov 30, 202322 min