Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing?  Hosted by Michelle Martin, we unpack the Singapore investment giant's AI-driven strategy as its portfolio surpasses S$400 billion. We also examine how rising oil prices, Fed uncertainty and geopolitical tensions are rattling global markets, while more than two-thirds of technology stocks have slipped into correction territory. Plus, why Levi Strauss is outperforming expectations by reinventing denim for a new generation of consumers. In our Up or Down segment, we look at Broadcom, Apple, SpaceX, Luxshare, and South Korean equities to find out where momentum is building - and where investors are losing confidence. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of her deep dive into one of our most powerful senses that is often overlooked.  Our sense of smell has a direct connection to the brain's emotional and memory centres, making fragrance far more than a pleasant luxury. Hosted by Michelle Martin, this episode explores essential oils, stress, sleep, focus and workplace wellbeing with Michelle Sim, Founder of Sixth Senses Aromatics and a Duke-certified Health & Wellbeing Coach.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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

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.

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector has become Wall Street's biggest laggard - and whether it could be the market's next opportunity. In our UP or DOWN segment, we assess Samsung's bid to stay ahead of Apple in foldable smartphones and the overwhelming demand for SK Hynix's blockbuster US listing. Closer to home, we examine Singapore stocks in focus, including Frasers Property, ESR-REIT and Foundation Healthcare, and what their latest developments could mean for shareholders. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market - from resilient industrial assets to bold acquisitions and strategic divestments. We examine why industrial REITs continue to outperform, whether OUE REIT's S$500 million sale of Crowne Plaza Changi Airport is smart capital recycling, and if CapitaLand Ascendas REIT is buying logistics assets at the right point in the cycle. We also unpack the debate surrounding CICT's S$3.9 billion acquisition of Paragon and what investors should look for when evaluating landmark REIT transactions. Companies discussed: CapitaLand Integrated Commercial Trust (CICT), OUE REIT, CapitaLand Ascendas REIT (CLAR), Crowne Plaza Changi Airport, Paragon. Whether you're investing for income or long-term growth, discover how to assess acquisitions, divestments, DPU accretion and management execution beyond the headlines. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.