Reset with Lynlee

Some market watchers believe that the current US stock market rally is poised for a breather, even if it remains unclear whether equities are in a bubble or a strong bull run. Yet some investors believe the market's nearly uninterrupted ascent means a pullback is due. So are we in a bubble? And will it burst soon? Or will we see a continuous bull run? On Money in the Market, Hongbin Jeong speaks to Paul Chew, Head of Research, Phillip Securities Research, to find out more. Highlights: 1. What are some key factors that are driving the recent surge in stock markets globally? - 1:17 2. How would you rate the resilience of stocks so far this year? What sectors are thriving? - 4:50 3. What are some indicators that investors should look out for to assess the likelihood of a market bubble forming or bursting? - 7:52 4. What advice would you have for investors on incorporating big secular shifts like AI? How can they shield themselves from risks of placing too much exposure on AI related stocks? - 10:36  5. What other sectors or assets can investors diversify their portfolios with at the moment? - 11:32

On What’s Trending, we find out why Hermes got into a lawsuit. Also, Bulgari dethroned Richard Mille's thinnest watch. And lastly, a 13-year-old teen might be getting a free meal from Gordon Ramsey.

The “buy India, sell China” equities strategy was a popular one last year. But this year, it looks like it’s reached an inflection point for some investors. Some banks have pared exposure to India after a record-breaking rally, and pivoting to former favourite China. What does signal? Why are investors turning away from India? And if this continues, what will this mean for India’s stock market? On Money in the Market, Hongbin Jeong speaks to Abhishek Vishnoi, Senior Asia Equities Reporter at Bloomberg, to find out more. 

On What’s Trending, we talk about the new trend of Chinese Gen Z’s wearing gross clothes to work in China. We also talk about the recent launch of the coffee-table book, Barbie: The World Tour.

On The Afternoon Update, Hongbin Jeong is joined by Geoff Howie, Market Strategist at the SGX, for a market wrap of the week. They discuss how the STI performed in the past week, the biggest movers, Singtel’s trading halt, and AEM’s fabulous week. They also touch on the latest retail sales data out of Singapore today as well as what to look out for in the weeks ahead, including earnings season.

China published a set of new rules earlier last month that would tighten scrutiny over IPOs. According to the new rules, regulators will vet IPOs more closely, crack down hard on securities fraud, and encourage listed firms to increase dividend payouts and buy back shares. So what does this mean for the stock market? Will this deter companies away from listing in China? On Money in the Market, Hongbin Jeong speaks to Prof Rick Marchese, Professor of Management Practice at ESSEC Asia-Pacific, to find out more.

India’s economy has developed an undeniable momentum in the past three decades and is now worth $3.7 trillion. It’s ranked as one of the fastest growing economies in the world. So what are India’s growth drivers? Can this growth continue? And how will the upcoming elections impact the economy and market sentiment? On Money in the Market, Hongbin Jeong speaks to Elke Speidel-Walz, Chief Economist Emerging Markets, DWS to find out more. 

On What's Trending today, Bruno Mars is in town, and he’s brought a local touch to his first night here in Singapore. Also trending, The Home Team Science and Technology Agency (HTX) together with Nanyang Technological University (NTU), and Klass Engineering and Solutions, are developing something called cyborg cockroaches. And they may be the next crucial technology serving in rescue missions. 

Chinese stocks started the week on a positive note, after new data reinforced investor’s hopes that the world’s number two economy is finally recovering. And investors are turning more optimistic. So does this mean China’s market rout is finally over? Should we go all in on China? On Money in the Market, Hongbin Jeong speaks to Danish Lim, Market Analyst, Phillip Nova, to find out more. 

AI has been driving the recent market rally. Nvidia has been the major force behind this AI boom. But what other AI-related stocks can investors consider? And how much longer can this AI hype last? Does it have more room to run? On Money in the Market, Hongbin Jeong speaks to Too Juncheong, Equity Dealer, Moomoo Singapore, to find out more.