Could Thai consumer stocks - currently trading at more than two standard deviations from their 10 mean EV/EBITDA valuation - benefit from determined fiscal measures following the election of 37 year-old Paetongtarn Shinawatra as PM, a weak Baht, and measures to prime for a tourism boom? We find out with Nirgunan Tiruchelvam, Head of Consumer and Internet , Alethia Capital Equity Research.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Join Michelle Martin with Ryan Huang; this episode dives into Nordstrom’s impressive earnings, Hindenburg’s latest target—Super Micro Computer, and the potential takeover of Seven & I, the owner of 7-Eleven. We also explore major share buybacks by JD.com and Santander, plus new partnerships between BYD and Huawei. Finally, Michelle and Ryan review the gaming phenomenon Black Myth: Wukong, backed by Tencent, and its impact on stocks like Alibaba and Huya.See omnystudio.com/listener for privacy information.

Michelle Martin invites Chengyi Ong, Head of APAC Policy at Chainalysis to explore the evolving scale of crypto money laundering and the trends that investors and institutions need to watch in 2024. Chengyi discusses the methods used by criminals to exploit digital currencies, the role of privacy coins, and the challenges law enforcement faces. Discover how blockchain technology is both a tool for laundering and for tracking illicit transactions, and what the future holds for global anti-money laundering regulation.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Dive into Tokyo Metro and Kioxia’s IPOs, Pinduoduo’s $50 billion loss, and the latest developments in the US markets. Hear about Boeing’s struggles against SpaceX, SingTel’s new AI venture with Hitachi, and SGX’s delistings. Plus, explore Tencent-backed Black Myth: Wukong’s gaming success and its impact on gaming stocks worldwide.See omnystudio.com/listener for privacy information.

Michelle Martin invites Tim Phillips, Founder of TimTalksMoney to explore the latest on Macau casino stocks and the impact of new regulations on the industry. Are these stocks still a good bet or a red flag? Tim shares his insights on investment opportunities in China’s shifting economic landscape. Plus, delve into the ongoing debate: credit cards vs debit cards — which is better for managing finances? Tim also updates us on his e-book, Chasing Miles, and the evolving miles game. There is an easter egg moment in this episode where listeners can gain access to a discount code for Tim's e-book. See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin in a special solo edition, dive into the latest market movements. Zoom and Peloton are back in the spotlight with significant gains, while McDonald's grapples with a cybersecurity breach. Learn about Microsoft's controversial AI feature, Baidu's AI advancements, and Snowflake's earnings miss. The session also covers Urban Outfitters, Williams-Sonoma, and local market highlights from City Developments to SATS.See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin with guest Arun Pai, Investment team at Monks Hill Ventures. In this episode, we explore how to trade volatility using the Cboe Volatility Index (VIX) and what investors should be aware of as the market stabilizes. Arun shares insights into the potential impact of the US election on the strength of the US dollar and the global FX market. We also examine the effects of stricter immigration policies on economic growth. Lastly, we dive into strategies for positioning in fixed income during volatile markets.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, market strategist from IG. In this episode, we explore Xiaomi’s 30% sales surge, Nio’s ambitious battery infrastructure plans, and the struggles of Xpeng and Macy’s. We also examine the profits powering Target and TJX, and Didi Global’s return to profitability. Plus, the US job market revision and what it might mean for the Fed’s next moves.  See omnystudio.com/listener for privacy information.

Michelle Martin thinks Miss Saigon is an unmissable experience for any fan of musicals. With a cast that reflects Asia’s diversity, this production is a fantastic retelling of a tale that has been reinterpreted by counteless stagings all across the globe. But this Cameron Mackintosh and Base Entertainment production  brings even more depth to star-crossed lovers Kim and Chris's devastating choices. Both profoundly moving, and unique, this production brings a new layer of understanding to a musical some of us may have first experienced some 23 years ago. This epic of doomed love, fierce parental instinct, patriotic zeal, the dignity of the everyman and woman, the clash of self-determination and tradition, all wrapped in music and lyrics that are too beautiful to ever forget, is a must watch.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Today's discussion covers Eli Lilly's latest drug study results and competition with Novo Nordisk. Learn about JD.com's share price drop, Johnson & Johnson's acquisition, and Lowe's revised outlook. SATS’ return to profitability and StarHub's recent broadband outage are also on the agenda. Plus, discover insights into gold's record highs and China's growing nuclear power investments with Michelle and IG Markets Yeap Jun Rong.  See omnystudio.com/listener for privacy information.