Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?
Your Money with Michelle Martin · MONEY FM 89.3
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Show Notes
Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors?
DBS’ Q4 earnings remind investors that even best-in-class banks aren’t immune to margin pressure as interest rate tailwinds fade, even as wealth and fee income show resilience.
Japan’s markets surge as Prime Minister Sanae Takaichi secures a decisive election victory, fuelling optimism around fiscal stimulus, tax cuts, and a renewed equity bull case.
Wall Street stages a powerful comeback, with the S&P 500 and Nasdaq jumping as chipmakers rebound and investors debate whether this is a genuine reset or a classic dead-cat bounce.
Goldman Sachs spotlights selective opportunities - from nuclear energy plays linked to Meta’s power needs to under-the-radar biotech bets after a bruising year.
Closer to home, Singapore stocks hold onto weekly gains, with Keppel Corp and Singapore Airlines leading, even as Yangzijiang Shipbuilding drags.
All this and more - hosted by Michelle Martin with Ryan Huang.
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