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Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operating expenses in the e-commerce segment. He discusses the competitive threats from TikTok, Temu, and Shein, and the impact of the TikTok-GoTo tie-up on SEA Limited's market share. Explore the decline in SEA’s gaming segment and the prospects for sustainable EBITDA generation amid rising costs. Listen in for a great conversation on SEA Limited's strategic and financial outlook.
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Michelle Martin invites Hayley Haupt, Partner and APAC Wealth Management Lead at Capco to discuss how wealth management is meeting current preferences for AI. Hayley shares insights from a recent Capco survey and we learn about which critical demographics are comfortable with AI-guided wealth management decisions. Explore how progressive wealth advisors are adapting to changing consumer preferences in the industry.
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Join Michelle Martin with Ryan Huang blitz through markets! This episode dives into the legal challenges faced by Boeing and Meta. Discover how Boeing is navigating a potential plea deal with the US Justice Department, and explore Meta’s battle with European regulators over digital competition rules. Ryan also discusses Keith Gill’s latest meme stock interest, Chewy, and provides insights into the latest corporate news involving BYD, Samsung, Apple, SingTel, Singapore Airlines, and Salesforce.
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Join Michelle Martin in her blitz through markets. Michelle chats with Ryan Huang this morning. Hard to believe it, but we are halfway through 2024, making it a good time to take stock and see how the markets are doing, which stocks have been performing well, and which have not. The S&P 500 is up nearly 15 percent since the beginning of the year, while the Straits Times Index is up about 3 percent. Among the biggest losers are Mapletree Logistics Trust and Mapletree Panasia Commercial Trust, both down over 20 percent. On the other hand, Yangzijiang Shipbuilding is up 65 percent. Ryan and Michelle also discuss significant director deals and institutional buying, with CapitaLand Investment and OCBC making substantial stock buybacks.
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Hosted by Michelle Martin today's Market View delves into the latest developments in the US political landscape as Biden and Trump debate. Discover how the major US stock indexes barely moved overnight, with the S&P 500, Dow, and NASDAQ showing minimal changes. Get insights into Walgreens' disappointing earnings, Nike's demand struggles, H&M's weather-impacted sales, and BlackBerry's cybersecurity boost. We also cover Chewy's stock volatility, Maybank's optimistic view on First REIT, and the best-performing local stocks, ST Engineering and Singapore Airlines.
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Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Explore Nvidia's staggering influence on the S&P 500 and Nasdaq, analyzing its impact on the broader market and the sustainability of its explosive growth. Delve into the Japanese yen's persistent decline despite potential government intervention and its global market implications. Lastly, unpack the upcoming French elections and their possible effects on European financial markets. Discover insights and strategies for investors navigating these turbulent times.
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Join Michelle Martin and Ryan Huang in a tour of markets in minutes! Dive into Hongkong Land's $1 billion revamp of Landmark Mall and its impact on stock performance. Explore the downturn in China's industrial parks affecting companies like Lonza. Discover Amazon's recent stock surge and Micron's mixed earnings report. Get updates on Novo Nordisk, Beyond Meats, and Levi's stock movements. Finally, hear about ValueMax's plans for a Malaysian listing and local market highlights with SingTel and SATS.
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Simone Heng knows what it's like to live in a city of millions of people but find yourself alone. In fact she left an enviable career and social life to move back to her family home to be a caregiver for her mother, only to be faced with the realisation that human connection is one of our most essential needs.
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Why is OCBC's offer for Great Eastern hinging on two key shareholders? What's the latest behind the collaboration between Rivian and Volkswagen? And how should investors be reading Nvidia's bull run masking losses for the rest of Wall Street? Michelle Martin and Ryan Huang unpack it all.
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The National Environment Agency has warned of a surge in cases of dengue in coming months. In fact, the number of cases reported so far this year is far exceeding those reported in 2018 and 2017!
With that in mind, how are biotech companies positioned to address this crisis at hand? And where can investors find attractive opportunities within this growing landscape? Michelle Martin invites Dr David Foster, CEO and Managing Director, Island Pharmaceuticals to find out more.
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Hosted by Michelle Martin, this episode features Ken Wong, Head of Data Science for Asia Pacific at Visa. Discover the top travel destinations in the APAC region and the current state of tourism. Ken delves into emerging spending trends and highlights sectors and countries with increased consumer spending. Explore the impact of contactless payments on tourism and the drivers of consumer behavior. Gain insights into how Visa's data science capabilities can aid investors in strategic planning.
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Michelle Martin delves into the latest market developments with Ryan Huang. Nvidia's sharp correction and its impact on the AI sector is analyzed. Apple faces a bullish forecast and EU regulatory challenges. Food Empire, SingPost, Tencent, Novo Nordisk, Birkenstock, and Oracle's latest moves are discussed in our 'UP or DOWN' segment. ST Engineering and DFI Retail's performance on the Straits Times Index is reviewed. Plus, AI's amusing missteps at McDonald's and F1's innovative use of technology are explored.
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Michelle Martin hosts Cheng Chye Hsern, Head of Investment at Providend, to discuss the European Central Bank's recent rate cut to 3.75% and the implications for investors. The conversation shifts to Nvidia's market dominance; if NVIDIA stumbles how hard could markets fall? The historical perspective may surprise you! The both discuss navigating credit spreads and what investors need to know to choose between corporate and gov bonds. They also evaluate opportunities in private equity investments.
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Michelle Martin and Ryan Huang discuss the top-performing stocks on the Singapore Exchange. The conversation also covers the worst performers. The duo reviews US market trends and upcoming earnings reports from FedEx, Nike, Levi Strauss, Walgreens Boots, and Micron. They wrap up with a look at corporate news and stock movements for American Express, Carlsberg, SingPost and throw in a debate on a new family-friendly movie that's raking it in at the US box office
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Hosted by Michelle Martin with her guest Jackson Ng, COO of Azimut. In today's digital world, cyber threats and data privacy concerns are on the rise, with global cybercrime costs expected to reach $23.84 trillion by 2027. We explore the current cybersecurity landscape, emerging trends, and the evolving nature of cyber threats. Discover why cybersecurity is becoming a strategic priority and how investors can capitalize on this growing sector. Jackson Ng shares insights on investment trends, strategies, and the future of cybersecurity. Tune in to stay ahead in the world of cybersecurity investments.
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Hosted by Michelle Martin with Ryan Huang. We begin this morning in Sydney, where Guzman y Gomez has gone public, marking the most successful public listing in Australia in three years. In the US, Nvidia’s shares took a hit despite its impressive market cap, while Elon Musk's xAI has been buying parts from Super Micro and Dell. We also discuss the performance of Darden Restaurants, Kroger, Winnebago, and Boeing. Locally, we examine the latest moves by Paragon REIT, Mapletree Investments, Keppel REIT, and Frasers Hospitality. Tune in for a comprehensive market overview.
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Join Michelle Martin and her guest Tim Phillips, Founder of TimTalksMoney.com for a deep-dive into how to build an optimally diversified ETF portfolio. Also, explore a host of ETF's including the Vanguard Emerging Markets Government Bond ETF.
Dive into strategies for diversifying your ETF portfolio without overdoing it. And what is the key difference investing in US ETF's vs a UCIT's ETF that matters to Singaporean investors? Get insights into Nvidia's meteoric rise and future prospects, and explore potential alternatives amid the AI boom. Plus, Tim shares his top money tip for us today which could mean you enjoy your coffee with greater ease.
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Join the breakneck tour of markets hosted by Michelle Martin with Ryan Huang. We begin with Top Glove, which is back in the black with a profit of nearly $15 million. Learn about TSMC and Hon Hai's impressive stock performance fueled by Nvidia’s success. Explore the impact of political uncertainty in Europe on IPOs, including Golden Goose, Flix, and Tendam Brands. Get updates on Best Buy, Nintendo, Amazon, and Vodafone in our daily UP or DOWN segment. Finally, delve into the soaring demand for durian in China and its effects on Southeast Asian markets.
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Michelle Martin and guest Christopher Tan, CEO of Providend, delve into the intricacies of CPF LIFE. Discover how CPF LIFE works, and learn strategies to maximize payouts. Explore the risks retirees face and how to mitigate them so your silver years are comfortable.
Compare CPF LIFE with other annuities, and get the checklist on how to decide on the best CPF LIFE plan for your needs. Whether it's topping up your RA or deciding on a payout strategy, we have the expert insights to help you navigate your retirement planning today.
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