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Your Money with Michelle Martin

Latest episodes

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Apr 14, 2025 • 17min

Money and Me: Could global trade wars shake up Singapore’s real estate landscape?

How are EC's the HDB and the office market possibly impacted by frenzied of tariff tremors?. Guest: Ivan Cai, Co-founder, I Quadrant shares his take with Michelle Martin. From Trump-era tariffs to interest rate cuts, Michelle and Ivan unpack how global headwinds are shaping local property trends. They dive into the explosive success of Aurelle @ Tampines EC launch — and what it signals about buyer sentiment. Plus, what’s ahead for the HDB resale market amid economic uncertainty and shifting policies? Tune in for insights on risk, resilience, and the real estate moves that matter now.See omnystudio.com/listener for privacy information.
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Apr 14, 2025 • 25min

Market View: Stormy Seas, Director Deals & AI Dreams — Tesla, JPMorgan, Netflix, Wilmar & More

Markets are rallying across Asia, but storm clouds linger over the global economy. Hosted by Michelle Martin with Ryan Huang, today's Market View unpacks MAS's surprise move to ease policy and what it means for investors. We dive into stellar bank earnings from JPMorgan and Morgan Stanley — and why Jamie Dimon still sees "stormy seas" ahead. From director buys at Wilmar and Centurion to Tesla’s looming death cross, there’s no shortage of big headlines. Plus — Jack Ma re-emerges with a message on AI that has Bloomberg listening in.  See omnystudio.com/listener for privacy information.
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Apr 11, 2025 • 20min

Money and Me: Where do dividend investors look in Japan for strong companies?

With Prime Minister Shigeru Ishiba pleading for tariff relief and Warren Buffett still betting big, is Japan signaling deep value - or deeper trouble? Japan’s stock market is in turmoil - but could this still be a good time to hunt for Japanese companies that could be dividend gems? Fresh off a investor roadshow trip to Japan, Willie Keng, Founder of Dividend Titan, shares on-the-ground investor sentiment and his read of Japanese companies amid the recent 23% Nikkei plunge and surging trade tensions.  He dives into dividend resilience, political risks, and hidden yield plays investors may be missing. From Berkshire’s bold bond moves to sector surprises, discover where caution meets opportunity. A timely listen for anyone eyeing Japan’s chaos with curiosity - and a long-term lens.See omnystudio.com/listener for privacy information.
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Apr 11, 2025 • 23min

Market View: The Tariff effect spreads to services

Big moves, bold bets, and market mayhem - what’s driving investor sentiment today? We break down the market’s biggest stories - and what they mean for your portfolio. Tariffs or not, some bold companies are making big moves to either list or buy out the competitors. Who are these confident market players? Join Host Michelle Martin with Ryan Huang as they unpack Apple’s tariff-dodging airlift, IPO ambitions from Chagee and Vin Holdings, and the impact of a 145% US-China tariff war on Tesla, GM, and Hollywood giants, as they dive into Prada’s headline-making Versace buy and ST Engineering’s major Taiwan win.   Also discussed are Prada, Versace, Capri, ST Engineering, Chagee, Vin Holdings, Apple, Tesla, GM, Disney, Warner Bros Discovery, CapitaLand Investment, DBS, UOB, SGX, Jardine Matheson, Mapletree PanAsia Commercial Trust, Changi Airport.See omnystudio.com/listener for privacy information.
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Apr 10, 2025 • 21min

Money and Me: How are S-REIT's doing amidst the Tariffs Turnaround?

How have S-Reit's fared amist the global market turmoil? We saw this during COVID — a sharp drop followed by a V-shaped recovery in S-REITs,” says REIT specialist Kenny Loh. What are investors on the search for yield doing? As markets step back from the cliff edge following Trump’s tariff pause, are Singapore REITs on the cusp of another rebound — or is volatility here to stay? Hosted by Michelle Martin with Kenny Loh, this episode explores: How tariffs are impacting S-REITs today. What investors should know about Stoneweg European REIT’s proposed stapled trust structure. Key considerations for Paragon REIT’s upcoming privatisation vote. Where to find yield as T-bill, FD, and SSB rates decline. Core risks and strategies for income investors in 2025. See omnystudio.com/listener for privacy information.
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Apr 10, 2025 • 27min

Market View: Trump Blinks, Markets Soar – Is It a Dead Cat Bounce?

Asia-Pacific markets are roaring back, with Tokyo up 8% and Wall Street logging one of its best days in history.  Host Michelle Martin and Ryan Huang, break down Trump’s abrupt tariff pause and what it means for global markets. Delta, Apple, Nvidia and even big box names like Walmart surged — but is this a real rally or a dead cat plop? (Michelle also explores a very different possibility of possible liquidations as a force in Money and Me today). We look at who’s up, who’s down, and how Singapore plays like Grab and Sea are faring in this storm. Plus – why the STI is lagging and a look at Delta Airlines, United Airlines, Nvidia, AMD, Walmart, Apple, Microsoft, Grab, Sea, TSMC, Hon Hai (Foxconn), Samsung, Google, Mapletree Logistics Trust, SingTel, SGX. See omnystudio.com/listener for privacy information.
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Apr 8, 2025 • 22min

Money and Me: Are Your Savings Accounts Still Worth It? Plus, Ray Dalio’s All-Weather ETF Decoded

Singapore banks are slashing rates on their flagship savings accounts — should you stick, switch, or invest? The VIX fear gauge is spiking, but fear isn't a strategy. Michelle Martin dives into what rate cuts signal for your portfolio and how to respond smartly. Ray Dalio's iconic All-Weather Portfolio is now ETF-accessible - is it built for today's turbulence? Get expert insight on cash strategy, fixed income, and asset allocation from Elijah Lee, Senior Financial Services Manager at Phillip Securities. Hosted by Michelle Martin, this episode is your guide to making cool-headed money moves in a shaky market.See omnystudio.com/listener for privacy information.
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Apr 8, 2025 • 25min

Market View: STI’s 7.5% Dive – Is It Panic or Opportunity? Which industrial metal is gaining attention?

Asia-Pacific markets are rallying this morning - but Singapore just saw its biggest one-day drop since 2008. The Straits Times Index plunged 7.5%, with marine and property stocks leading the fall. Is it time to rotate to safe havens or start bargain hunting? China and Vietnam in the crossfire of trade tensions – Vietnam is offering to slash import duties on US goods to zero in a bid to avoid steep 46% tariffs, while the US appears more keen to strike a deal with Japan. What do investors need to know here? China may let the yuan weaken and is reportedly prepping stimulus to soften tariff pain, meanwhile copper’s 15% plunge signals economic slowdown fears, but bargain buyers are emerging - particularly from Asia. Michelle Martin and Ryan Huang unpack what triggered the rout, and whether a rebound is in sight. They also assess safe haven plays, currency moves, and discuss Seatrium, Yangzijiang Shipbuilding, CapitaLand Integrated Commercial Trust, DBS, Bank of China, Salesforce, Samsung, Levi Strauss, Sino Group, Sino Land, The Hour Glass. Hosted by Michelle Martin with Ryan Huang.  See omnystudio.com/listener for privacy information.
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Apr 7, 2025 • 30min

Money and Me: What do Tariffs mean for the Property Investor? ( A Singaporean Perspective)

What kind of homes remain resilient in unprecedented challenging times? How could unemployment impact rental yields in the UK, Singapore, and beyond? Where is there demand for smaller homes and social housing? If you're a global investor wondering where in this sea of uncertainty to park your money (and sleeping well at night with an eye to rental yields is important to you) this show is for you. Hosted by Michelle Martin, this episode welcomes Daniel Sim, Founder of Golden Goose Properties.See omnystudio.com/listener for privacy information.
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Apr 7, 2025 • 16min

Market View: Markets are down, where are the opportunities?

What a sea of red! There is a duality in in crisis  - a time of danger is when opportunity arises. Asia-Pacific markets are trading sharply lower following one of the worst two-day routs in S&P 500 history. Hosted by Michelle Martin, this episode breaks down how global economies and companies like Tesla, Foxconn, and Berkshire Hathaway are responding to escalating trade tensions. We spotlight Oceanus, Uni-Asia, DBS, and UOB on institutional trading activity.Corporate earnings from Levi Strauss to JPMorgan are on the radar this week.  See omnystudio.com/listener for privacy information.

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