Live Well with Michelle

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

7 min · 30 jul 2026
aflevering Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom artwork

Beschrijving

Markets weighed a flurry of corporate earnings alongside an unusually divided Federal Reserve, leaving investors with fresh questions about where opportunities lie. Michelle Martin unpacks Keppel's sharp drop in headline profit and why its underlying business tells a much stronger story as the company continues its asset-light transformation. She also explores why DBS believes StarHub could emerge as an unexpected winner following the collapse of the M1-Simba deal, and what renewed consolidation could mean for Singapore's telecom sector. The programme also covers a strong turnaround at Starbucks, a volatile night on Wall Street following a split Fed decision, and the latest winners and losers from the AI investment cycle, including Microsoft, Samsung Electronics and Meta Platforms. Plus, Singtel's reported plans to unlock value from its fast-growing data centre business, Nxera, through a potential dual listing and REIT, and in the Last Word, why FIFA's proposed US$20 billion commercial rights deal raises bigger questions about the growing influence of private capital in global sport. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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aflevering What Really Drives Your Personality? artwork

What Really Drives Your Personality?

Michelle Martin gets up close with a personality typology system that can help explain why people react so differently to the very same situation. In the first episode of a new Live Well with Michelle series, Michelle Martin sits down with Cindy Leong, Founder of The Enneagram Academy, to explore the Enneagram, they unpack what sets the Enneagram apart from other personality models, why it focuses on our core motivations rather than just behaviour, and how understanding your type can reveal hidden strengths, blind spots, and recurring patterns in relationships and at work. This episode lays the foundation for a series that will explore each of the nine Enneagram types in depth. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

30 jul 202627 min
aflevering Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom artwork

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

Markets weighed a flurry of corporate earnings alongside an unusually divided Federal Reserve, leaving investors with fresh questions about where opportunities lie. Michelle Martin unpacks Keppel's sharp drop in headline profit and why its underlying business tells a much stronger story as the company continues its asset-light transformation. She also explores why DBS believes StarHub could emerge as an unexpected winner following the collapse of the M1-Simba deal, and what renewed consolidation could mean for Singapore's telecom sector. The programme also covers a strong turnaround at Starbucks, a volatile night on Wall Street following a split Fed decision, and the latest winners and losers from the AI investment cycle, including Microsoft, Samsung Electronics and Meta Platforms. Plus, Singtel's reported plans to unlock value from its fast-growing data centre business, Nxera, through a potential dual listing and REIT, and in the Last Word, why FIFA's proposed US$20 billion commercial rights deal raises bigger questions about the growing influence of private capital in global sport. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

30 jul 20267 min