Your Money with Michelle Martin

Are we out of the woods, or is recession still looming despite tariff relief? Moody’s downgrade puts US Treasuries under fresh scrutiny—should investors be worried? Retail investors are buying the dip—but is the strategy working? European defense ETFs gain ground amid rising global tensions. And in tech, from AI voices to AI arms races—is there anyway to decipher which companies are leading? Hosted by Michelle Martin with guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious.

CATL’s blockbuster IPO powers past market headwinds—what it says about appetite for EV bets. US Treasuries under pressure as Moody’s issues a downgrade—what it could mean for Asian fund flows. HPE and RBC Bearings get bullish calls—are they overlooked gems? Fortnite faces legal fire over an AI voice, even as it returns to Apple’s App Store. City Developments and SIA Engineering post strong updates. Hosted by Michelle Martin with Ryan Huang. Featuring: CATL, JPMorgan, Goldman Sachs, HPE, Fortnite, RBC Bearings, CDL, SIA Engineering.

The tech titans' grip on markets may be loosening—what’s next for investors? Hosted by Michelle Martin, this episode welcomes Tim Phillips, Founder of TimTalksMoney, to unpack the underperformance of the 'Magnificent Seven' and whether a turning point is near. We explore smarter ETF diversification beyond the S&P 500, the strategic edge of global indices, and how to navigate softer T-bill rates. Plus, a close look at big bank earnings and why DBS might still have room to run. Is it time to rebalance your portfolio, trim tech, and lean into global growth? Companies featured: Apple, Microsoft, NVIDIA, Alibaba, DBS, Berkshire Hathaway, Coinbase, Constellation Brands.  

Singapore Airlines is soaring to record profits—but is the runway clear ahead?  Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into SIA’s 65% earnings surge and the 7-month bonus bonanza. We unpack SingPost’s worst day ever, IPO drought woes on SGX, and Warren Buffett’s latest trades. Plus, we play UP or DOWN with Alibaba, Coinbase, Walmart, and oil prices. DBS and ST Engineering shine locally while Genting Singapore stumbles.  Here more of the ups or downs of Singapore Airlines, SingPost, SGX, Berkshire Hathaway, Alibaba, Coinbase, Walmart, DBS, ST Engineering, Genting Singapore, Constellation Brands.

$800 billion added in a single day—are we seeing the birth of a new tech era? Is the truce a market mirage or a reset for global capital flows? What signs do investors need to watch to navigate the next big market turns? Hosted by Michelle Martin, this episode dissects the surprise US-China tariff truce that sent tech stocks skyrocketing. Elijah Lee, Senior Financial Services Manager at Phillip Securities, helps unpack what the 90-day pause means for investors, trade, and the Fed’s next moves. We explore how Nvidia overtook Apple, how Amazon could react. Then we discuss Coinbase's inclusion to the S&P 500.nd what this all signals for crypto's growing place in traditional finance.

Is Boeing’s 96 billion-dollar deal enough to clear its turbulent skies? Hosted by Michelle Martin with Ryan Huang, today's Market View unpacks Asia-Pacific markets trending lower despite a Nasdaq rally. Tencent reports its fastest growth in 4 years, fueled by AI and gaming. Boeing soars on a mega Qatar Airways order, but challenges linger. Frasers Property aims to privatize Frasers Hospitality Trust, while BYD overtakes Tesla in Singapore's car market. We also spotlight AMD, eToro, Sembcorp, and ComfortDelGro.

From Singapore to Brazil, markets are on the move — but where are investors placing their bets? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Sea Limited’s dramatic swing back to profit, the mixed fortunes of AEM and Prime US REIT, and why A2 Milk is being called a China proxy. Plus, we track Meituan’s $1B Brazil expansion, GD Culture’s wild crypto gamble, and eToro’s IPO buzz. On the local front, STI struggles at 3900, while Yangzijiang Shipbuilding and Mapletree Logistics Trust shine. We also spotlight Keppel’s energy grid play with Huawei and ST Engineering’s stumble.

Cash is no longer king — but where can discerning investors redeploy with confidence? Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches. We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts. If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen. Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.

Are Singapore REITs back in favor after April’s sell-off? Following the early April market slump, Michelle Martin asks if S-REITs have found their footing — and how closely they now track US market movements. What does Singapore’s decisive election result mean for REIT investor confidence? Plus, we unpack CapitaLand’s groundbreaking launch of the first Singapore-sponsored retail REIT on the Shanghai Stock Exchange and what it signals for investors. And if T-bill yields at 2.3% feel lackluster, where else can cautious investors look? Hosted by Michelle Martin with REIT specialist Kenny Loh.  

US and China call a truce — but will the market euphoria last? Hosted by Michelle Martin, this solo edition dives into how Wall Street’s overnight rally is fueling gains in Asia-Pacific markets.  Nike, Lululemon, and Wynn Resorts ride the wave of optimism, while investors watch Singapore Airlines, SingPost, and Walmart earnings ahead. We unpack Tilman Fertitta’s latest moves in Wynn Resorts and Indonesia’s IPO surge. Plus, the latest on Sinar Mas Land’s revised buyout offer, and why SGX faces headwinds even as Hong Kong and Indonesia see IPO booms. Companies mentioned: Nike, Lululemon, Wynn Resorts, Singapore Airlines, SingPost, Sinar Mas Land, Frasers Logistics & Commercial Trust, DFI Retail, Seatrium.