Let's Talk, Singapore

U.S. markets climb into a shortened holiday week, led by gains in artificial intelligence stocks like Nvidia, Micron, and Oracle. David Abella, Director of Investments at GoalVest, explains why strong earnings have kept markets resilient in 2025 despite rich valuations, where tech and dividends fit in a portfolio, and what investors should expect as volatility picks up heading into 2026. Produced/Presented: Ryan Huang

As 2025 draws to a close, markets are navigating a volatile mix of AI disruption, geopolitics and macro uncertainty. China’s GPU challengers MetaX and Moore Threads are raising fresh questions about Nvidia’s long-term dominance, just as the threat of tighter U.S. trade restrictions looms over the chip sector. Add a delayed U.S. GDP report and thin year-end liquidity, and investors are being forced to reassess positioning into the final week of the year. Oriano Lizza, Sales Trader at CMC Markets Singapore, shares his view on tech and AI, near-term market risks, and the key themes shaping investor strategy heading into 2026. Produced/Presented: Ryan Huang

Preventive health is a fast-growing industry in Asia, but one still struggling with fragmented data and unclear guidance. The Breakfast Show invites Hari V. Krishnan, Co-Founder & CEO of Genie Health, to discuss how lessons from building billion-user tech platforms are now being applied to healthcare, and why successful health innovation requires trust, behaviour design and long-term thinking.

Cash flow remains the heartbeat of every small business, yet in today’s climate of volatile tariffs, higher operating costs and unpredictable payment cycles, many SMEs are finding it difficult to keep liquidity steady.  According to the 2022 ASEAN SME Transformation Study by UOB, Accenture and Dun & Bradstreet, 82% of business failures are linked to poor cash-flow management, serving as a reminder of how vulnerable SMEs can be when funds are left idle or visibility over cash positions is weak. Kelvin, Co-founder and Group CEO, Funding Societies and Dennis Poh, Founder and Managing Partner of Legatcy Consulting LLP, join the Breakfast Show to explore what smarter cash management looks like today, from segmenting working capital to using digital treasury tools and short-term instruments, and how SMEs can build stronger financial resilience.

As Christmas approaches, few companies feel the pressure quite like toy makers, and Hasbro sits right at the centre of the festive season. From Monopoly and Scrabble to Nerf and Transformers, the company’s brands are Christmas staples in households around the world. Dan Koh and Ryan Huang look at what this holiday season could mean for Hasbro, what toy and board-game sales reveal about consumer confidence, and why Christmas can make or break the year for the company.

From Micron’s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving policy signals from the ECB, BOE, and BOJ. Produced/Presented: Ryan Huang

Think you know your Christmas history? From why turkey and ham became holiday staples, to the first artificial Christmas trees, festive desserts, and quirky traditions like first-footing in Scotland or mistletoe kisses — this quiz will take you on a whirlwind tour of Christmas around the globe. Play along at home and see how festive-savvy you really are! Presented by Audrey Siek & Ryan Huang Produced by Audrey Siek Edited by Dan Koh Photo and music credit: Pixabay & its talented community of contributors

Lamb Weston has supplied fries to restaurants worldwide for decades, but its decision to enter the Singapore retail market marks a major strategic shift. The Breakfast Show invites Jeevan Dass, Senior Commercial Director for Asia Pacific, Lamb Weston to discuss what this move signals about Asia’s evolving F&B landscape, how consumer expectations are changing, and the innovations shaping the next generation of premium frozen foods.

Chinese AI chipmaker MetaX made a dramatic market debut this week, with shares surging around sevenfold after a heavily oversubscribed IPO in Shanghai. Dan Koh and Ryan Huang unpack what drove the explosive first-day rally, why China is pushing hard to build domestic AI chip champions, and what investors should watch next as excitement around valuation, execution and long-term competitiveness comes into focus.

With Hong Kong projected to become one of the world’s most rapidly ageing societies, the need for safe, dignified and accessible nutritional care has never been more urgent. This is the gap My-Care Healthcare set out to fill, specialising in medical nutrition for seniors with dysphagia, diabetes and kidney disease, and designing innovative eating utensils that support independence and quality of life. Their solutions now serve patients across the Greater Bay Area and beyond, anchored by food-factory operations that prioritise waste reduction, lower consumption and sustainability. On this episode of 2025 OCBC Emerging Enterprise, Francis Ho Ho-tak, Founder of My Care Healthcare and one of this year’s Emerging Enterprise Award winners, shares how his company is redefining patient-centred nutrition, the challenges of scaling impact for an ageing population, and the sustainability commitments driving their next phase of growth.