Your Money with Michelle Martin

Money and Me: Asia at the Crossroads - AI, Valuations and What Really Matters in 2026

Asia’s markets are flashing mixed signals - so how is a smart investor to think through where to really place money? Michelle Martin unpacks Morningstar’s Q1 2026 Asia Investment Outlook with Lorraine Tan, cutting through the noise on growth, rates and risk. From AI-driven earnings to valuation support - what’s real, what’s hype, and where the cracks could form. We zoom in on fund flows, asset allocation shifts, and how China and Japan are shaping the regional picture. Plus four Singapore stocks in focus - Singtel, StarHub, ST Engineering and SIA - and what investors should actually watch for next. Finally, we talk portfolio anchors, red flags, and how to balance opportunity with defence in the year ahead - hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Tariffs, Tensions and the Rush to Gold

Markets are wobbling as geopolitics heats up - and investors are heading for cover. Asia-Pacific stocks slide as US–Europe tensions flare over Greenland and fresh tariff threats. European equities retreat while safe havens shine, with gold and silver near record highs. A Hong Kong billionaire’s call to put 20% into gold raises eyebrows - is this a regime shift? Back home, Frasers Centrepoint Trust weighs JB competition as the RTS Link nears reality. Plus UP or DOWN on HSBC, Stellantis, De Beers and IJM, the STI check-in, and Hollywood’s sequel-heavy 2026 - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Asia Tech’s Next Act - Monetising Culture, Not Code

Asia’s tech story may be entering a very different growth phase - and it’s not all about AI. Michelle Martin and Ryan Huang unpack Macquarie’s bullish call on Asia internet stocks driven by gaming, music, super-apps and cultural exports. From K-pop giant HYBE to platforms like Tencent, Baidu and Kakao, the focus shifts to monetising ecosystems people already live on. The duo also examine Bernstein’s bullish bet on BYD - not just as a carmaker, but a vertically integrated tech play. Global tensions rise as President Trump revives trade war threats against Europe, while earnings season heats up in the US. All this and more, including Intel, Micron and Singapore market movers - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Finding the Winners That Matter in 2026

Our company in focus list, zeroes in on companies we here know about in Singapore. In 2026, it’s no longer about whether markets rise - it’s about which companies truly deliver. Money and Me looks past daily noise to uncover businesses entering pivotal turning points across sectors.. Hosted by Michelle Martin, this episode features Vance Tan, Financial Services Manager, PhillipCapital, on spotting durable value beyond headlines. We explore how to identify companies with real structural tailwinds versus short-term hype and headline-driven rallies. The discussion dives into balance sheet strength, non-negotiable financial metrics, and valuation discipline in a still-uneven market. Finally, we break down how investors can turn high-conviction ideas into diversified, long-term portfolio strategies without overconcentration. Will STI hit 5000 in 2026? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Is the AI trade back on?

The discussion looks at chips surging and banks cashing in. Asia-Pacific markets trade mixed as investors weigh TSMC’s blockbuster earnings against fresh US-Taiwan trade developments. We unpack what Taiwan Semiconductor Manufacturing Company’s profit jump says about the durability of the AI trade and global chip supply chains. Wall Street steadies as Goldman Sachs and Morgan Stanley deliver strong earnings, powered by trading and wealth management. In UP or DOWN, we size up Spotify’s price hike, Boston Scientific’s mega-deal, and CapitaLand India Trust’s data-centre push. And in our Last Word, we ask what authenticity means when a very unusual singer with no soul climbs Spotify’s charts - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.