Live Well with Michelle

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye on for 2026? The episode explores standout S-REIT sectors, the key metrics that matter most in a falling-rate world, and how income investors can position portfolios today. We also unpack what Hong Kong Land’s move into private funds means for listed REITs like Keppel REIT - and whether dilution risks are rising. Joining the conversation is Kenny Loh, REIT Specialist and Wealth Advisory Director, hosted by Michelle Martin.

Singapore’s food scene is shrinking, Wall Street may never sleep, and the STI just brushed a historic high - but not everyone is celebrating. Market View cuts through the noise as Michelle Martin and Ryan Huang examine why some F&B names like Chagee and Mixue are still expanding even as eateries shutter across the island. They debate whether food-and-beverage stocks remain investable in a high-cost, cut-throat market — and what falling share prices may be signalling. The conversation shifts to the US, where Nasdaq’s plan for near-24-hour trading sparks fresh questions about liquidity, volatility, and trader burnout. In UP or DOWN, Ford’s EV retreat, China chipmaker MetaX’s red-hot IPO debut, and big property moves from CapitaLand, UOL and Suntec REIT take centre stage. The episode wraps with a pulse check on Singapore stocks after the STI briefly crosses 4,600, hosted by Michelle Martin with Ryan Huang.

The Fed has cut rates again - but the real story is the deep divide into what that means for your money next! Hosted by Michelle Martin, this episode breaks down one of the most divided FOMC meetings in years. So how should investors read this pause - and what does it mean as we look toward 2026? We examine the potential impact on different types of equities, from cyclicals to defensives, and whether falling rates really support risk assets. Is the AI trade still the engine of market returns, or are cracks beginning to show beneath the surface? Joining the conversation is Cheng Chye Hsern, Head of Investment at Providend, with practical insights on how investors should position their portfolios for the next phase of the cycle.

Asia-Pacific markets slide to start the week - but beneath the red screens, big strategic shifts are underway. Hosted by Michelle Martin with Ryan Huang, we unpack Hongkong Land’s bold pivot into fund management with Singapore’s largest-ever private commercial real estate fund. What does the MBFC deal mean for Keppel REIT investors, and why has Hongkong Land surged more than 60% year-to-date? In the US, AI nerves resurface as Broadcom sinks despite strong earnings, dragging the S&P 500 and Nasdaq lower. We look ahead to key earnings from General Mills, Nike, FedEx and Carnival, plus JPMorgan’s top internet stock picks for 2026 - including Alphabet. And in our Last Word, Michael Jordan forces NASCAR to blink, proving once again that competitive fire can rewrite the rules of an entire industry.

Should you buy where the locals live when thinking about buying overseas property investment? Zero tax, double-digit yields and glossy brochures - but is overseas property really the opportunity Singapore investors think it is? On Money and Me, Michelle Martin speaks with Daniel Sim, Founder of Golden Goose Properties, about what Singaporeans truly need to know before buying property overseas. They unpack global sentiment heading into 2026, how strong SGD shifts the equation, and what realistic capital commitments look like beyond marketing headlines. From Dubai’s growth story to Japan’s cash-flow appeal, and the tax-heavy realities of the US , this episode breaks down opportunity versus illusion.

Wall Street hits record highs - but one AI stock just triggered a brutal reality check. US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt taken on to fund its AI ambitions. Michelle Martin and Ryan Huang unpack why Oracle’s so-called “Code Red” moment has investors questioning the sustainability of AI infrastructure spending, especially with OpenAI as a key client. They also turn to Broadcom, where booming AI chip sales fail to lift the stock, raising fresh questions about valuation, expectations and sentiment. Back home, DBS turns bullish on Singapore developers, lifting targets for CDL, UOL and GuocoLand - but are the buy calls justified? In UP or DOWN, fists fly at PDD during a China audit, Hongkong Land and Keppel REIT reshuffle MBFC, Seatrium lands a major green-energy contract, and noodle maker Leong Guan debuts strong. Plus, Disney’s billion-dollar bet on OpenAI sparks a lighter question on which iconic characters could soon come alive in AI - hosted by Michelle Martin with Ryan Huang.

We attend to your health insurance wallet today. New IP rider rules mean deductibles are no longer covered and annual co-payments double to S$6,000. Premiums may fall by about 30 percent - but smaller procedures could now hit your cash flow harder. We break down who benefits, who loses, and how these changes affect younger adults, retirees and those with chronic conditions. Through case studies, we examine whether to stay on old riders or switch to the new regime. Expert guidance with guest Christopher Tan, CEO of Providend, hosted by Michelle Martin.

Walmart ditches Wall Street tradition and makes a surprise leap into tech territory. Walmart shifts its stock listing from the NYSE to the Nasdaq as it deepens its push into AI, automation and e-commerce. We explore how ultra-pure water companies are quietly becoming critical players in the global chip supply chain alongside names like Nvidia. Markets brace for the Federal Reserve’s next rate move as investors weigh inflation, growth and the outlook for 2026. In UP or DOWN, we size up Spotify vs YouTube, Jardine Matheson’s Mandarin Oriental move, YZJ Maritime, Centurion REIT and LMIRT’s rights issue. All this and more, hosted by Michelle Martin with Ryan Huang.

From April 2026, new Integrated Shield Plan riders will no longer cover deductibles, and your annual out-of-pocket cap doubles to S$6,000 under the latest Ministry of Health overhaul. Premiums are expected to drop by about 30%, as policymakers push patients to shoulder more costs to cool the runaway private healthcare inflation. We break down what’s changing, what stays, and how to plan your medical sinking fund with Elijah Lee, Senior Financial Services Manager at Phillip Securities - all hosted by Michelle Martin.

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session. A blockbuster corporate battle dominates headlines as Paramount launches a hostile bid to challenge Netflix’s US$72 billion offer for Warner Bros. Discovery, sending shares of Paramount, Netflix and WBD sharply higher and lower in different directions. Nvidia lands a major geopolitical and commercial win after the Trump administration clears sales of its H200 chip to China - with the US government taking a 25% cut of revenues. In UP or DOWN, we break down Stellantis’ tiny car ambitions, IBM’s US$11 billion acquisition of Confluent, Ares’ surge into the S&P 500, Genting Singapore’s Moody’s downgrade, and Sembcorp’s talks to acquire Australia’s Alinta Energy. Back home, the STI slips as DFI Retail leads declines while Venture Corp and ST Engineering edge higher. We wrap with Hollywood box office fireworks as Five Nights at Freddy’s 2 smashes December records - all hosted by Michelle Martin with Ryan Huang.