Live Well with Michelle

Money and Me: What Telco investors need to know, Mapletree Industrial Trust & ComfortDelGro Under In Focus

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore’s transport giants is facing fresh doubts - what should income investors do now? Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore’s telecom sector, Keppel and future industry consolidation. Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio. They also discuss why ComfortDelGro shares have come under pressure despite the company’s overseas expansion strategy. The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions. Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI Cracks, SATS Soars & Why IMAX Refuses to Die, SATS, Worldwide Flight Services (WFS), Microsoft, Amazon, Alphabet, Meta, IMAX, Delivery Hero, Uber, Boustead Singapore, Frasers Logistics & Commercial Trust

The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations? Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade. Investors also examine strong earnings from SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating Worldwide Flight Services into its expanding global network. Michelle unpacks why premium cinema operator IMAX continues outperforming in the streaming era, why Delivery Hero surged on fresh takeover speculation involving Uber, and how Boustead Singapore more than doubled profits through a mix of operational strength and value creation. Plus, Frasers Logistics & Commercial Trust expands deeper into Europe as management doubles down on the logistics infrastructure theme. The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

LIVE WELL WITH MICHELLE: The Swiss Alps Dream - Why Singaporeans Are Rethinking Wealth, Wellness and Retirement

What if the ultimate luxury isn't a penthouse in the city - but waking up to mountain air, silence and space to breathe? Hosted by Michelle Martin with guest Maureen Yeo, Regional Director of Asia at Andermatt Swiss Alps, this episode explores why growing numbers of Singaporeans are looking beyond traditional investment destinations toward the Swiss Alps. Discover how wellness, longevity, sustainability and wealth preservation are reshaping ideas of retirement and luxury living. Michelle examines Switzerland's appeal, from healthcare and stability to tax considerations and legacy planning. Learn why Andermatt has evolved from a ski village into one of Europe's fastest-growing alpine lifestyle destinations. Is the future of wealth less about what you own - and more about how you live? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI REITs, TACO Trades & Why Cash Is King

AIMS APAC REIT, Airbnb, Deckers Outdoor, Salesforce, HP, Dell Technologies, Costco, Nvidia, Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX, Thai Beverage, Disney. AIMS APAC REIT is chasing the AI boom, but can data-centre dreams translate into real investor returns? Hosted by Michelle Martin, this episode explores AIMS APAC REIT's push into digital infrastructure and why industrial landlords are racing to capture AI-driven demand for data centres. Michelle examines why cash-rich companies such as Airbnb and Deckers Outdoor may have a growing advantage in an uncertain economic environment. She unpacks the market's latest acronyms -TACO and NACHO - and what they reveal about investor expectations for trade policy, oil prices and geopolitics. The episode also previews earnings from Salesforce, Dell, HP and Costco, asking whether AI spending is spreading beyond Nvidia into the broader economy. Plus: Japan's record-breaking rally, gains at Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX and Thai Beverage, and what they signal for the STI's next move. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

LIVE WELL WITH MICHELLE: Burnout, Beauty & The Rise of Efficient Wellness

What if more "me time" isn't about finding more time - but using the time you already have, more intelligently? Michelle says this facial experience was truly different and relaxed her from head-to-toe. She loved that this facial experience, which incorporates a massage, had no packages, resulting in no pressure and no wasted time. We explore the rise of "efficient wellness" - a growing trend designed for busy professionals who want meaningful recovery without spending half a day at a spa. Michelle speaks with Sandra Chua, Founder and Head Therapist at House of Wellness, about combining face and body treatments into one customised session,  and rethinking wellness around outcomes rather than routines. Drawing on her own experience of burnout as a former teacher, Sandra shares why stress relief is  becoming just as important as beauty treatments. Michelle also reflects on her own experience with the service. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.