Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

It’s been quite a choppy ride for oil prices in the past week. We’ve seen prices ease on tariff uncertainties - as that weighs on the global growth outlook and demand. On the other hand, headlines around geopolitics in the middle east have weighed on the supply side of the equation to support prices. Lavanya Venkateswaran, Senior ASEAN Economist, OCBC discusses what to look out for in 2H2025. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

For this week's Breakfast Show quiz, we turn to the land of the free and the home of Donald Trump and the S&P500! It’s Independence Day today in the US - so markets are closed this 4th of July; but what is open for business is a long weekend packed with barbecues, parties and parades. Are you ready for a 4th of July showdown? Play along to see how well you know the holiday!   Presented by Audrey Siek, Ryan Huang & Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong  Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Singapore is raising stamp duties on homes sold within four years to curb short-term speculation, reversing a move from 2017. This comes as sub-sales surge to their highest in over a decade, driven by rising prices and investor activity. Nicholas Mak, Chief Research Officer at mogul.sg, joins the Breakfast Show to discuss what’s fueling the spike in quick resales, how the new rules might reshape investor behaviour, and what ripple effects this could have on developers, transaction volumes, and even the HDB resale and rental markets.See omnystudio.com/listener for privacy information.

Trade tensions are back on center stage. Earlier this week, US President Trump just struck a high-stakes tariff deal with Vietnam—slashing proposed import tariffs while cracking down on transshipped goods, especially those with links to China. With the latest U.S.-Vietnam trade framework signaling major supply chain shifts and tariff dynamics, how will brands like Nike, Lululemon, Under Armor and Levi’s adapt? From performance gear to premium yoga pants, join Dan Koh and Ryan Huang as they unpack how Vietnam’s new deal with the U.S. could reshape sourcing strategies, profit margins, and stock trajectories.See omnystudio.com/listener for privacy information.

We're back with another "commonly mispronounced names" edition of Breakfast Bites and in the spotlight today...cities! We wax lyrical about them, visit them, but in some cases, may not really know how to pronounce them correctly.  Listen in and see how you fare!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong  Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why his portfolio continues to hold onto chipmaker TSMC, and how the strengthening Taiwan Dollar affects the company. He also explains how Yum China is poised to benefit in the long run based on recent indicators around China's economy. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.  Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

What happens when you're handed a legacy—and asked to reimagine it? That’s what Thomas Ding, Managing Director of Levels Living, was tasked to execute by his father-in-law—the founder of iconic furniture brand Vhive. In this episode of Mind Your Business, the Breakfast Show invites Thomas to share how Levels Living grew from the roots of Vhive into a bold new startup redefining custom living—with support from the SMU Business Innovations Generator, where he honed his vision and scaled the venture.See omnystudio.com/listener for privacy information.

Not long ago, Penn Entertainment was seen as a traditional gaming company trying to find its place in a fast-evolving digital world. But that narrative is shifting — fast. In fact, that’s pushed a JPMorgan analyst to initiate an ‘overweight’ rating on PENN and a $24 price target, signaling a potential ~31% upside based on its then-current price. Join Dan Koh and Ryan Huang as they explore the key reasons analysts are warming up to Penn, and find out if this a short-term reaction or a long-term opportunity.See omnystudio.com/listener for privacy information.

Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment. Produced / Presented: Emaad AkhtarSee omnystudio.com/listener for privacy information.