Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek
About
Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.
JUL 21, 2023
21/07/23 - US Markets Wrap: Navigating the Bullish Terrain - S&P 500, CPI, PPI and Earnings InsightsDenis Poljak, Partner, Managing Director & Wealth Manager of the Poljak Group Wealth Management at Steward Partners weighs in on how emerging disinflationary forces, Fed policies, and other factors are shaping the bullish landscape while also considering the concerns raised by bears about stretched valuations and potential headwinds.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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08:11
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JUL 20, 2023
20/07/23 - Bigger Picture: Growth priorities as economies go greenAnthony Tan, Deputy Group Head and Senior Economist, AMRO discusseswhat policymakers and investors should consider amid China's sluggish growth, risks of elevated interest rates and the urgency to transition to greener growth models.
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09:08
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JUL 20, 2023
20/07/23 - Morning Shot: What's the 'political price' to pay after the recent string of controversies?A series of revelations has rocked Singapore’s political scene in the past few weeks. They include the resignation of several MPs, both across the ruling People’s Action Party and opposition Workers’ Party.
Dr Gillian Koh, Senior Research Fellow at the Institute of Policy Studies shares a deeper analysis of the recent spate of controversies involving Singapore’s political parties, as well as what the ruling party will have to do to rebuild trust of the public.
Presented by: Lynlee Foo
This podcast was produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)
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17:36
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JUL 20, 2023
20/07/23 - Mind Your Business: The timing of ESR-LOGOS REIT's latest divestment of its non-core assets and whats next?ESR-LOGOS REIT (E-LOG) has recently announced that it will divest seven non-core assets for approximately S$337 million.
The divestments are part of E-LOG's capital recycling strategy, which aims to improve the overall portfolio quality and position E-LOG as the pre-eminent New Economy REIT in APAC.
Adrian Chui, CEO & Executive Director, ESR-LOGOS Funds Management (S) Limited (manager of ESR-LOGOS REIT) weighs in on the reasons behind the divestment, including the timing, its benefits and opportunities ahead.
Presented by Lynlee Foo and Ryan Huang
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
Do contact her for topics: C-Suite, SME, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech
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11:08
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JUL 20, 2023
20/07/23 - US Markets Wrap: Is the competition in the EV space intensifying?Will McDonough, Founder and CEO at EMG Advisors shares his insights on potential upside from Tesla becoming a gold standard of sorts for charging, what's moving in the EV space and whether the banking turmoil is over.
Presented by: Ryan Huang
Producer :Yeo Kai Ting (ykaiting@sph.com.sg)
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09:27
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JUL 19, 2023
19/07/23 - Mind Your Business: The Future of the Ocean: Can we save it?In this episode of Mind Your Business, we talk to a passionate individual who is working to solve the problem of ocean plastic pollution.
Mathilda D’Silva, CEO of Ocean Purpose Project - a social enterprise that is making waves in marine conservation - discusses their core projects, challenges and successes of their work, plus how we all can help to save the ocean.
Presented by Lynlee Foo and Ryan Huang
This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)
Do contact her for topics: C-Suite, SME, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech
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13:36
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JUL 19, 2023
19/07/23 - Bigger Picture: Three capex themes driving AlphaRob Hinchliffe, Portfolio Manager, Head of Global Sector Cluster Research, PineBridge Investments discusses some of the key investment themes including how near-shoring and “friend-shoring” are gaining traction, an increase in factory automation as well as net-zero spending ramping up.
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09:54
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JUL 19, 2023
19/07/23 - Morning Shot: A Climate Crisis - How much action is needed to turn the tides?Singapore has delivered its second voluntary national review to the United Nations. This comes just as the effects of climate change become increasingly visible.
So, what chance does the world stand in its bid to turn the tides?
Professor Benjamin Horton, Director of the Earth Observatory of Singapore at NTUanalyses how efforts in the green space are changing and whether that is enough to help turn the tides.
Presented by: Lynlee Foo
This podcast is produced by Yeo Kai Ting (ykaiting@sph.com.sg)
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14:32
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JUL 19, 2023
19/07/23 - US Markets Wrap: Market is booming amid economic cloud, is a July rate hike still on the cards?Chartered market technician Jay Woods, Chief Global Strategist at Freedom Capital Markets weighs in on the recent market movements which saw the three major averages- the Dow Jones Industrial Average, the Nasdaq and the S&P 500, all hitting a 52-week high.
Plus, second-quarter earnings season is off to a strong start amid an outlook that has gained traction after last week’s encouraging inflation data. But what can we make of the recent momentum? What will the Fed do at next week's FOMC meeting?
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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07:49
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JUL 18, 2023
18/07/23 - Bigger Picture: US slowdown to be slower than expectedPierre Chartres, Fixed Income Investment Director, M&G Investments discusses why chances of a US recession are dropping, the growing pessimism around China's growth, and why Japan presents attractive upside for investors.
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10:17
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