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Your Money with Michelle Martin

Latest episodes

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Oct 14, 2024 • 22min

Market View: S&P 500 & Dow new highs, US Earnings season, China Finance Ministry Briefing, Tesla, TSMC, SpaceX, Singapore GDP numbers

The US market is finally showing signs of broadening, with the S&P 500 and Dow Jones Industrial Average powered to new highs after US banks kicked off the 3Q earnings seasons on a record! What does this suggest about the health of the US economy and the possibility of a soft landing? Find out with Dan Koh and Ryan Huang as they tackle the latest market headlines. They also discuss the highlights of China's latest Finance Ministry Briefing and analyze how this might impact China's mega rally. See omnystudio.com/listener for privacy information.
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Oct 14, 2024 • 18min

Money and Me: Finding attractive S-REITs in a rate cutting environment

The US Federal Reserve's first rate cut in 4 years is undoubtedly fueling the REIT sector with optimism, with many companies experiencing a huge jump in their share prices lately. And with expectations of further rate cuts from this year and beyond, how should investors be positioning themselves in the REIT sector? How might distribution yields perform in the coming months? And how can you ride this potentially bullish trend before it's too late? Dan Koh dissects the details with Kenny Loh, REIT Specialist and Independent Financial Advisor as they discuss the valuation of S-REITs today and where you can find attractive opportunities. See omnystudio.com/listener for privacy information.
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Oct 11, 2024 • 19min

Money and Me: Are more investing because of the Fed's Rate Cut?

Join Michelle Martin as she dives into the latest market dynamics following the US Federal Reserve’s rate cut and what it means for Singapore investors Michelle invites James Ooi, Market Strategist at Tiger Brokers Singapore to explore how the Fed’s 50-basis-point reduction could shape investors picks, from REIT's to bonds, local banks to alternative assets like gold and even sector specific ETF's.See omnystudio.com/listener for privacy information.
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Oct 11, 2024 • 16min

Market View: Delta, Uniqlo, Top Glove, Seven & I, 7-Eleven, Alimentation Couche-Tard, MMC Port, Tokyo Metro, Hyundai Motor, China Resources Beverage, AMD, Nvidia, McDonald's, Air India, Airbus, FLCT, Yangzijiang Shipbuilding, Jardine Matheson

Join Michelle Martin on her tour of markets! Corporate earnings are back in focus as Delta, Uniqlo, and Top Glove report their latest numbers. Hosted by Michelle Martin with Ryan Huang, the conversation highlights Delta’s travel demand, Uniqlo’s strong profit guidance, and Top Glove’s post-pandemic challenges. Also, hear updates on Seven & I’s acquisition battle with Alimentation Couche-Tard, new IPOs like China Resources Beverage, and AMD’s AI chip competing with Nvidia. Plus, local market insights with the latest on the Straits Times Index.See omnystudio.com/listener for privacy information.
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Oct 10, 2024 • 19min

Money and Me: Social buying, volume winners,and consumer trends in Asia

What do businesses growing more than 10% know about changing consumer trends? Enter the fascinating world of how concerns from increasing food prices to mental health are changing the way different groups in Asia Pacific are choosing to purchase. What are the next big areas of opportunities businesses and investors should be aware of? Hosted by Michelle Martin with guest Craig Houliston, Regional Executive Director of Asia Regional Analytics & Insights at NielsenIQ, this show is a deep dive into the forces reshaping consumer behavior across Asia-Pacific.See omnystudio.com/listener for privacy information.
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Oct 10, 2024 • 21min

Market View: Tokyo Metro, Hyundai, MMC Port, Food Innovations, Vantage, Google, Seven & I, Alimentation Couche-Tard, Sea Ltd, TSMC, Hong Fok, and Thomson View

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets surge after Wall Street's strong session, as Tokyo, Sydney, and Seoul trade up. Delve into major IPOs, from Tokyo Metro’s $2B debut to Hyundai's $3B listing in India and MMC Port’s potential $1.6B offering in Malaysia. Ryan also discusses Google’s antitrust trial and Alimentation Couche-Tard’s latest bid for Seven & I. Plus, see how shares for Sea Ltd and TSMC have risen amid tech gains, and local market movers Singapore Exchange, DBS, OCBC, and UOB lead the way.  See omnystudio.com/listener for privacy information.
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Oct 9, 2024 • 25min

Market View: AEM, UMS, Frencken Group, PepsiCo, Roblox, Hyundai, WeightWatchers, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets are trading higher, with a special focus on Singapore’s tech stocks AEM, UMS, and Frencken Group, which face unique challenges despite AI-driven growth. China’s market mood takes center stage post-Golden Week, affecting companies like Las Vegas Sands and Wynn Resorts. In corporate news, PepsiCo and Roblox stumble, while Hyundai’s IPO plans soar, and WeightWatchers enters the obesity drug market. Plus, SingTel faces issues with network outages impacting customer and emergency services. Tune in for the full market breakdown!See omnystudio.com/listener for privacy information.
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Oct 9, 2024 • 21min

Money and Me: Navigating China’s Stimulus, US Rate Cuts, and Tech Stocks

Hosted by Michelle Martin today's edition of the show all about markets and investments features guest Cheng Chye Hsern, Head of Investment at Providend. Michelle she explores market reactions to China’s post-Golden Week market dip, questioning if recent stimulus measures can rejuvenate a volatile landscape. Cheng Chye Hsern offers insights into how investors should approach China’s rally — bull or bear? Shifting to the US, the Federal Reserve’s major rate cut sparks a discussion on its impact on stocks. Finally, US tech stocks face headwinds this quarter. Discover if it’s time to reduce exposure to tech and pivot to the broader S&P 500.See omnystudio.com/listener for privacy information.
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Oct 8, 2024 • 18min

Money and Me: Pandemic Preparedness lessons from Covid

With Covid still with us and Mpox declared a public health emergency, what is one of the world's largest insurers preparing for? What is the ongoing impact of Covid? Join host Michelle Martin as she delves into lessons from the pandemic with Paul Murray Chief Executive Officer Life & Health Re​insurance, Swiss Re, including how innovation unlocked because of Covid-19, could be helping us all live longer.See omnystudio.com/listener for privacy information.
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Oct 8, 2024 • 22min

Market View: IPOs, Lithium Deals, and Market Moves

Hosted by Michelle Martin with guest Ryan Huang. Join the discussion on market excitement surrounding Tokyo Metro’s IPO and Singapore's potential IPO resurgence. Michelle and Ryan also examine Rio Tinto’s bid for lithium miner Arcadium and the “buy over build” trend in commodities. Hear about record U.S. stock indices, driving the S&P 500 closer to Goldman Sachs' target of 6,000. They also tackle the ups and downs in corporate news—from Amazon’s outlook to Google’s legal challenges and Samsung’s Q3 dip. Get insights on Singapore’s Straits Times Index as it edges towards the 3,600 mark.See omnystudio.com/listener for privacy information.

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