Live Well with Michelle

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

33 min · 9. juli 2026
Billede af episoden Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Description

Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader and more durable?  Hosted by Michelle Martin, this investor debate brings together Arun Pai, Partner of Monk's Hill Ventures and Alvin Chow, Co-founder of Dr Wealth to challenge conventional wisdom on where opportunities - and risks - lie for the rest of the year.  From sectors to avoid to markets worth buying, the duo shares their highest-conviction ideas in a rapid-fire showdown. If you're wondering whether your portfolio is still positioned for what's next, this episode offers fresh perspectives to help shape your second-half strategy. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Money and Me: Finding Alpha Beyond the Blue Chips: 4 Singapore Small-Cap Stocks in Focus artwork

Money and Me: Finding Alpha Beyond the Blue Chips: 4 Singapore Small-Cap Stocks in Focus

Singapore's blue-chip stocks have enjoyed a strong run, but where might investors find the next source of market-beating returns? Michelle Martin speaks with John Cheong, Head of Small & Mid Cap Research at UOB Kay Hian, about four Singapore-listed companies that have made the firm's conviction list. They discuss what separates a high-quality small-cap from a value trap, whether there's a common investment theme linking the picks, and why Beng Kuang Marine has emerged as one of the team's more compelling ideas. John also explains the catalysts, execution risks and characteristics he looks for when identifying companies with the potential to deliver outsized long-term growth. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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