Your Money with Michelle Martin

What if the next big investment opportunity isn’t in the US, but right next door in Asia where much of AI's backbone is being built? We zoom in on the “Golden Triangle” of Japan, South Korea and Taiwan, and why this region could power the next phase of global growth. From Japan’s corporate reforms to Korea’s semiconductor cycle and Taiwan’s dominance in advanced chips, the story is bigger than just tech hype. We also explore where the real AI opportunities lie - from data centres to cybersecurity - after the recent market pullback. And what about risks like currency swings and geopolitical tensions - are investors being paid enough to take them? Michelle Martin speaks with Vance Tan, Financial Services Manager at PhillipCapital - hosted by Michelle Martin.

Markets are climbing - but under the surface, pressure is building fast. Oil surges past US$110 as geopolitical risks collide with resilient US jobs data. Starbucks’ turnaround efforts fall flat with investors, while Bank of America refreshes its top picks for a choppy Q2. Tesla and Lucid signal cracks in the EV story, even as AI talent wars heat up with UBTech’s aggressive hiring. In Singapore, Sembcorp leads gains while Keppel drags, with the STI holding firm for the week. From earnings to economic signals, we unpack what matters next - hosted by Michelle Martin with Ryan Huang.

AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and what AI commoditisation could shift power towards - platforms, data, or distribution? Then we look closely at China’s rapid AI deployment and ask if it gives them a lasting edge, or if the US still dominates the core technology stack. Arun Pai, Associate Partner of Monk’s Hill Ventures shares his views

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Intel surges on signs of a manufacturing-led turnaround, while Visa rolls out AI tools to reshape payments disputes. Microsoft doubles down on Singapore with a US$5.5 billion AI investment, underscoring regional tech ambition. Meanwhile, Elon Musk’s SpaceX IPO could rewrite valuation records even as Iran tensions cast a shadow over tech. In corporate news, OCBC hits a S$100 billion milestone and ST Engineering secures major contracts - hosted by Michelle Martin with Ryan Huang.

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dangerously real beneath the surface. Are markets transitioning into a new, more volatile regime? Also, it is getting harder to figure out interest rate direction.  What does a “trapped Fed” mean when inflation stays high but growth weakens? Michelle Martin explores what this means for your portfolio with Simon Ree, Founder, Tao of Trading.

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations. Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy. Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning. In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics. Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang. 

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global uncertainty are reshaping how investors view property. Rivelle Tampines’ rapid sales at nearly $1,900 psf raise questions about affordability, demand, and the evolving upgrader market. Geopolitical tensions in the Middle East are driving relocation interest into Singapore, reinforcing its appeal as a safe-haven destination. We explore what could trigger temporary renters to become long-term property investors - and what that means for yields. The AI revolution is quietly transforming demand for office, residential, and industrial space, with winners and losers emerging. And with Singapore’s aging population, the very definition of “prime property” may be shifting in ways investors can’t ignore.

A property trust is selling, and a millionaire is buying more of his own company. What signals are markets sending today?  Markets are navigating a complex mix of asset sales, geopolitical tension, and tech sector volatility, find out how in the show hosted by Michelle Martin with Ryan Huang.  Manulife US REIT and OUE REIT both move to divest assets, but for very different strategic reasons. In the US, stocks wobble as the Iran conflict weighs, even as the Fed signals no urgency to hike rates. Tech names like Nvidia and Micron slide sharply, raising fresh questions about AI demand durability. Meanwhile, insider buying at Palo Alto Networks hints at confidence beneath the surface. Back home, the STI struggles to hold key levels, but there is a bright spot shining amid broader weakness.

When geopolitical shocks ripple through supply chains and markets, what should investors hold onto? The war’s ripple effects are spreading - from energy disruptions hitting everyday businesses to growing stress across global markets. Michelle Martin speaks with Swapnil Mishra, Author of Investing for the Clueless, Reckless and Overly Cautious, on how investors are navigating this uncertainty. We unpack why the US dollar is surging as a safe haven while gold behaves unexpectedly. Energy and defence stocks are in focus - but are investors chasing momentum too late? And where can you still find resilience and opportunity in a market defined by volatility, hosted by Michelle Martin.

When CEOs are buying, markets are falling, and butter chicken disappears off menus - what is the market trying to tell us? Asia-Pacific markets tumble as Iran war fears deepen, while Wall Street logs its longest losing streak in nearly four years. Michelle Martin and Ryan Huang unpack insider buying at Palo Alto Networks, Pop Mart and ABR - even as institutional investors pull back. We explore how geopolitical shocks are rippling through everyday life - from fuel shortages in the Philippines to supply chain disruptions in India. Meanwhile, more than half of S&P 500 sectors are in correction territory - raising the question: is a broader downturn inevitable? In corporate focus: BYD, Gap, Berkshire Hathaway and DBS, alongside weakness in Singapore REITs like Keppel DC REIT and Mapletree Logistics Trust. Plus, what to watch this week as earnings from Nike and Conagra Brands take centrestage, hosted by Michelle Martin with Ryan Huang.