Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Wall Street tumbled as investors shifted from cheering AI’s promise to fearing its disruption, with the Dow plunging 670 points and tech and software stocks extending steep losses. From financials to freight and real estate, concerns over job losses and squeezed profit margins rattled sentiment, even as some strategists argue the selloff may be overdone. Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors unpack the volatility, defensive rotation into staples, and what the upcoming inflation data could mean for markets next. Produced/Presented: Ryan Huang Image: Frank Rietsch from Pixabay

In the wake of Singapore’s latest Budget, attention is turning to what the measures will mean where it matters on the ground for small and medium-sized enterprises. From cost pressures and manpower constraints to AI adoption and overseas expansion, are businesses feeling reassured… or still wary about the road ahead? We take the pulse of SME sentiment with: Chen Ze Ling, Group Head of Corporate and SME Banking at DBS Eric Sim, Founder of Institute of Life Toh Ting Feng, CEO and Co-Founder of GetGo Join the Breakfast Show as we unpack early reactions to the Budget, explore how AI is reshaping business models, and explore why more SMEs are eyeing overseas expansion in 2026.  For more Budget 2026 insights: https://www.moneyfm893.sg/whats-on/budget-2026/

Budget 2026 was delivered yesterday against a backdrop of moderating growth and rising global uncertainty. The speech spanned business tax rebates, enhanced overseas expansion support, labour market adjustments, artificial intelligence initiatives, capital market funding, and more calibrated household support. This episode of Morning Shot breaks down what stood out from the announcements, from the signal being sent to Singapore firms, to the shift in tone around household relief, and the structural bets on AI and capital markets. As businesses and households begin digesting the measures, we also look ahead to what matters most in the months to come. The Breakfast Show is joined by Ovais Subhani, Senior Business Correspondent at The Straits Times. For more Budget 2026 insights: https://www.moneyfm893.sg/whats-on/budget-2026/

The STI has just crossed 5,000 for the first time, and Budget 2026 may be adding fresh fuel to the rally. From a S$1.5 billion boost to deepen equity participation, to a new National AI Council and fresh consumer support, the policy signals are clear. Dan Koh speaks with Sarah Jane Mahmud, Senior Industry Analyst at Bloomberg Intelligence to break down the real winners, the overlooked sectors, and whether Singapore stocks can sustain their record run.

Sheng Siong is back in focus after OCBC downgraded the supermarket operator to “hold”, citing stretched valuations following a strong 2025 rally. Dan Koh and Emaad Akhtar examine whether fundamentals justify the premium pricing, how Budget 2026’s CDC vouchers could help stabilise demand, and what investors should monitor next.

On International Day of Women and Girls in Science, Emaad, Ryan and Audrey share some of the greatest female inventions across history! Think paper coffee filters, the foot-pedal trashcan, disposable diapers and frozen pizza!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributors

Singapore’s industrial sector may not make splashy headlines, but it powers everything from semiconductors to AI infrastructure. Despite global trade tensions and rising supply, the market has held firm in 2025 — so how durable is that resilience? We speak with Dr Chua Yang Liang, Head of Research & Consultancy for Southeast Asia at JLL about where the real opportunities and risks lie, and what to watch as Budget 2026 approaches. Produced and presented by Audrey Siek

As fewer young people enter the hawker trade, some are finding new meaning in old paths. On Mind Your Business, the Breakfast Show speaks with Reuben Koh, Founder of The Reverie, about modernising a hawker business, balancing passion with practicality, and what small food operators need to survive and grow in Singapore today.

CapitaLand Investment reported a sharp 70% drop in full-year net profit after significant revaluation losses from its China portfolio weighed on earnings. While headline results disappointed, operating profit and fee income remained resilient as the group continues shifting toward an asset-light, recurring revenue model. Dan Koh and Ryan Huang unpack what drove the weakness, how the dividend held up, and what investors should watch next.

Singapore’s economy has closed the past fiscal year on a strong note, but many households are still navigating cost pressures, job uncertainty and a rapidly shifting global environment. As Budget 2026 is unveiled later today — the first of the new political term — expectations are high. Will the focus be on extending cost-of-living support, strengthening job security in an AI-driven economy, or rebuilding fiscal buffers for future shocks? Dr. Reuben Ng, Behavioural and Data Scientist at the Lee Kuan Yew School of Public Policy at NUS, joins the Breakfast Show to unpack the public mood heading into this Budget, the trade-offs policymakers face, and the key signals Singaporeans should be listening for when the speech is delivered. For more Budget 2026 insights: https://www.moneyfm893.sg/whats-on/budget-2026/