Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Fresh results from Singapore banks come as rates ease and net interest margins drift off their highs — raising the question: have earnings peaked? Carmen Lee, Head of Equity Research, OCBC discusses whether fee income, regional growth and ASEAN expansion can offset margin pressure. Plus, what the latest numbers signal for asset quality, dividends and strategy in a lower-rate year ahead. Produced/Presented: Ryan Huang

U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers’ capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. He also looks at the real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets.

Enterprise AI experimentation is slowing, and a harder question is emerging: where is the business value? With only 10–15% of AI projects reaching sustained production, many organisations are facing a “production gap” between pilots and profitability. The Breakfast Show speaks with Guna Chellappan, General Manager Singapore at Red Hat, about why AI demos don’t automatically scale, the infrastructure and governance challenges holding companies back, and how to move AI from the playground to the profit centre.

“I'm not physically sick… I just can’t do today.” Ever heard this in your head in the morning? Sometimes we need a break, even if we don't have the flu or a fever. But is that a legitimate reason to take leave? Are mental health days a right that is needed in today's landscape, or is it still misunderstood?   Presented by Audrey Siek, Ryan Huang & Emaad Akhtar Produced by Audrey Siek Edited by Sean Cheong Photo and music credit: Pixabay & its talented community of contributors

Are we finally done with the office market rollercoaster? After a couple of choppy years, rents across Asia-Pacific are stabilising, and prime spaces are seeing demand again. The big question now is: who has the upper hand going into 2026: landlords or tenants? We find out with Tridiana Ong, Head of Occupier Strategy and Solutions for Singapore at Knight Frank. Produced and presented by Audrey Siek

Are you burnt out?  Does it mean you should change companies or switch careers even? It all depends on your individual situation, and this is why investigation how you truly feel is important. Are you overworked, or just staying in a job that isn't aligned with your long-term goals? Emaad, Ryan and Audrey share what the experts are saying.   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Sean Cheong Photo and music credit: Pixabay & its talented community of contributors

From AI-powered shopping agents to instant payments and embedded finance, commerce is evolving faster than many businesses realise. On Mind Your Business, the Breakfast Show speaks with Krishnaraj Tantri, Senior Vice President, South and SEA, Global Payments, to break down the six forces redefining how consumers pay, spend and interact with businesses across Asia.

Singapore’s workforce is entering 2026 with a striking disconnect: while most workers believe happiness at work is possible, only 56% say they actually feel happy, placing Singapore among the lowest in the region. Esther Lee, Managing Director, Singapore, Jobstreet by SEEK unpacks new findings that point to burnout, limited career progression and uneven access to purpose and recognition as key pressure points, even as pay is increasingly viewed as a baseline rather than a differentiator.  

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture. Produced/Presented: Ryan Huang Image: Geralt via Pixabay

As policy rates peak across ASEAN, what does easing mean for banks, asset quality and the broader credit cycle? Daniel Lau, Portfolio Manager, Eastspring Investments shares where the real opportunities lie, and which of Malaysia, Indonesia, Thailand or Vietnam offers the best risk-reward today.