Your Money with Michelle Martin

MONEY FM 89.3
undefined
May 21, 2024 • 10min

Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron

Michelle Martin explores AstraZeneca's $2 billion investment in Singapore's pharmaceutical sector and the implications of another delisting from Singapore's stock exchange. Discover Microsoft's and Dell's new AI-enabled computers, and hear Scarlett Johansson's reaction to OpenAI's use of her voice. Michelle also reviews the mixed performance of US stock indices and analyzes the latest moves by Norwegian Cruise Line, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron in her daily comprehensive market overview.  See omnystudio.com/listener for privacy information.
undefined
May 20, 2024 • 25min

Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends

Welcome to Money and Me, hosted by Michelle Martin. In this episode, Michelle speaks with Anand Francis, Senior Investment Strategist at Infinity Financial Advisory, about the recent decision to remove five Singapore blue chip stocks from the MSCI global standard indexes beyond the short-term implications. They discuss the possible ripple effects of these deletions and their impact on City Developments Limited, Jardine C&C, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, and Seatrium, and how this might affect other allocations to the Singapore market by index funds. Anand also shares insights on where investors interested in the AI theme are looking. Additionally, they explore insights on global fund manager allocations and Federal Reserve policies.See omnystudio.com/listener for privacy information.
undefined
May 20, 2024 • 20min

Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev

In "Market View" Michelle Martin and Ryan Huang delve into the latest director deals and institutional trades. Discover why chairmen of Raffles Medical and Wilmar International are buying shares despite recent market declines. Both also explore China's new $57 billion measures to support its struggling property sector and the potential impact on the market. Hear key updates from luxury retailer Richemont, biotech company Amgen, gaming platform Roblox, and beverage giant ThaiBev.See omnystudio.com/listener for privacy information.
undefined
May 17, 2024 • 17min

Money and Me: The exit plan business owners need to know

How should business owners integrate their business into wealth planning? And what are the varieties of exit strategies for SMEs in Singapore that are increasingly being considered given the current climate of business? Michelle Martin asks Christopher Tan, CEO, Providend.See omnystudio.com/listener for privacy information.
undefined
May 17, 2024 • 22min

Influence: Little Farms CEO Joe Stevens on its local customer base, growth plans and profitability

Would it surprise you to hear more Singaporeans than expats shop at Little Farms? Join Michelle Martin, as she meets Joe Stevens, CEO of Little Farms to find out how the grocery chain is meeting emerging consumer trends in Singapore, Stevens' plans for the future, including collaborations with local growers and their festival happening next weekend - the Garden Vibes initiative - which has Grab on board for affordable rides.See omnystudio.com/listener for privacy information.
undefined
May 17, 2024 • 22min

Market View: Walmart, Siemens, Under Armour, JD.com, Baidu, BT Group, HSBC, Nio, Reddit, Prime Medicine

Join "Market View" hosted by Michelle Martin with Ryan Huang as they delve into the latest earnings reports from Walmart, Siemens, and Under Armour. They discuss the Dow Jones Industrial Average's milestone and highlight undervalued stocks like Amazon and Disney. They also examine JD.com and Baidu's performance in China and provide updates on the BT Group, HSBC, Nio, Reddit, and Prime Medicine. Plus, they touch on local market movements and the controversial new portrait of King Charles III. See omnystudio.com/listener for privacy information.
undefined
May 16, 2024 • 27min

Money and Me: The meme stock revolution, AI disruption, US elections and US-China trade

Are repeats of the 2021 meme stock mania going to become increasingly scarce? Is GameStop in a better or worse economic position than it was in January 2021? What are the implications of new US tariffs on Chinese imports?From the dynamic nature of meme stock booms and busts to the state of AI, and reading between the lines of the latest US-China tariff tit for tats. Join Michelle Martin and her guest, Arun Pai from the Investments Team, Monk's Hill Ventures, as they dissect the highs and lows of market movements.See omnystudio.com/listener for privacy information.
undefined
May 16, 2024 • 21min

Market View: Buffett's Chubb, Burry's Gold, SIA, GameStop, AMC, Xiaomi, Netflix, Burberry, Dell

In today's episode, Michelle Martin and Ryan Huang discuss Warren Buffett's recent investment in Chubb and Michael Burry's shift to gold ETFs while exiting Alphabet and Amazon. They explore Singapore Airlines' record profits and staff bonuses, and the latest on meme stocks like GameStop and AMC. The episode also covers Xiaomi's EV market success, Netflix's growth in advertising and live sports, Burberry's profit drop, and Dell's surge due to AI server demand. Local market movements, especially the Straits Times Index, and Frank McCourt's bid for TikTok are also highlighted.See omnystudio.com/listener for privacy information.
undefined
May 15, 2024 • 19min

Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates

Join host Michelle Martin and REIT Specialist Kenny Loh as they delve into the latest developments in the S-REIT sector. They analyze the winners and losers over the past month and discuss the recent earnings results of S-REITs. The conversation then shifts to Frasers Property's dramatic 80% drop in profit, exploring the underlying causes and future outlook. With market expectations adjusting to higher for longer interest rates signaled by Federal Reserve Chair Jay Powell, Michelle and Kenny examine the implications for S-REITs' dividends and share prices. They also consider whether the current price-to-book ratio discount presents a buying opportunity and identify key indicators of quality assets for cautious investors. Tune in for expert insights on navigating the uncertain landscape of S-REITs.See omnystudio.com/listener for privacy information.
undefined
May 15, 2024 • 24min

Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American

Join Michelle Martin and Ryan Huang as they discuss Sea Limited's impressive revenue, Alibaba's profit drop, and Tencent's growth. They also cover the resurgence of meme stocks like GameStop, AMC and other stocks benefiting from this trend. Additionally, Michelle revisit the British mining giant Anglo American and its plans to sell or spin off key assets in response to takeover bids. Finally, both discuss the latest movements in US markets, including new tariffs on Chinese EVs and Google's upcoming AI-driven changes to search engine results.See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app