Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

As global markets brace for potential U.S. rate cuts and grapple with the return of Trump-era tariffs, ASEAN’s banking sector finds itself at a critical inflection point. With external shocks reshaping capital flows and trade patterns, what does this mean for bond issuance, liquidity, and the future of financial stability in the region? Dan Koh invites Rena Kwok, CFA, Senior Credit Analyst for Asian Financials at Bloomberg Intelligence to decode the key themes driving ASEAN banks in 2H 2025 — from regulatory headwinds and FX risk to where the opportunities may lie amid the noise.See omnystudio.com/listener for privacy information.

In one of the most closely watched corporate moves in Singapore this year, OCBC’s S$900 million conditional exit offer to privatize Great Eastern Holdings has ignited a storm of scrutiny, shareholder activism, and questions about governance. Find out what’s at stake with Dan Koh and Emaad Akhtar as they investigate the details; from OCBC’s rationale and strategic intent to the valuation pushback and public reaction. See omnystudio.com/listener for privacy information.

Christine Short, Vice President of Research, Wall Street Horizon discusses the significance of US-China trade talks in London, especially around critical minerals; what market watchers can expect from two key inflation readings (CPI and PPI) this week; and why Apple's 2025 Developers Conference didn't wow investors on the AI front. Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio.com/listener for privacy information.

While the world’s AI race has been led by Silicon Valley and Beijing, Singapore has quietly stepped onto the world stage with a bold new creation: Agnes AI. Dubbed ‘Singapore’s DeepSeek’, this next-gen agent was built entirely on local soil. Today, the Breakfast Show meets Bruce Yang, Co-Founder of SapiensAI, the visionary behind Agnes—and explores what this means for the future of AI in Southeast Asia.See omnystudio.com/listener for privacy information.

After more than six hours behind closed doors in a grand 19th-century London mansion, US and Chinese officials wrapped up the first day of pivotal negotiations in the British capital. What came out of these high-stakes talks? Dan Koh welcomes Sean Teo, Sales Trader at SAXO, to break it all down. Together, they unpack the key takeaways from the diplomatic exchange, delve into the latest US non-farm payroll numbers, and take a closer look at the S&P 500—now edging ever closer to its record high from February.See omnystudio.com/listener for privacy information.

In a monumental milestone for the Singapore exchange, DBS has become the first listed company in Singapore to reach $100 billion in market value! Join Dan Koh and Emaad Akhtar as they find out what’s driving DBS’ stellar performance and how analysts believe their stock will perform for the rest of this year.See omnystudio.com/listener for privacy information.

Despite posting a second straight month of contraction, Singapore’s PMI revealed an improvement in overall factory activity amid a de-escalation of global powers’ trade tensions. What does this suggest about the state of the economy? Also, on the back of a new political landscape, does newly-elect Lee Jae-myung have what it takes to revive the economic crisis that South Korea’s in today? Join Dan Koh as he invites Pan Jingyi, Economics Associate Director, S&P Global Market Intelligence to breakdown all you need to know.See omnystudio.com/listener for privacy information.

While more Singaporean fathers want to play an active role at home, workplace culture and policy haven’t fully caught up. With only around half of eligible dads taking paternity leave, the reality is that many working fathers face structural and cultural barriers when it comes to being present parents. Dr. Xander Ong, CEO of Centre for Fathering joins the Breakfast Show to explore how far Singapore has come in supporting working dads and how much further we need to go. Are employers ready to offer flexibility and emotional support for fatherhood the way they’ve done for working mothers? What will it take to build truly inclusive family-first workplaces, where both parents are empowered to be caregivers?See omnystudio.com/listener for privacy information.

If there’s one thing we understand about breakups, it’s that it's never good to air your dirty laundry on social media. And in the case of US President Donald Trump and CEO Elon Musk, Tesla’s emerged as the unfortunate victim of this wrangle, losing more than $150 billion in market value in a single day. Join Dan Koh and Emaad Akhtar as they unpack the latest drama between Trump and Musk, and how an open with the president could pose multiple hurdles for Tesla and the rest of Musk's sprawling business empire.See omnystudio.com/listener for privacy information.

As Singapore celebrates SG60, AMP Singapore and Berita Harian come together for their first-ever charity golf and dinner event—uniting sport, philanthropy, and purpose. Mokhsin Mohd Rashid, Executive Director of AMP Singapore joins the Breakfast Show to discuss the vision behind the event, the causes it supports, and what it means to lead a legacy organisation into the future.See omnystudio.com/listener for privacy information.