Your Money with Michelle Martin

Money and Me: Upclose with Centurion Accommodation REIT

A niche corner of real estate is quietly delivering strong income - but is it built to last? Michelle Martin explores whether purpose-built worker and student housing can offer investors stable, resilient returns in uncertain markets. Hosted by Michelle Martin, with insights from Centurion Accommodation REIT’s Chief Investment Officer Ginny Ang, we unpack how the REIT beat its DPU forecast and what’s driving demand. We examine why worker housing may behave differently from offices and malls - especially during economic slowdowns. With occupancy already near full, the big question becomes: where does future growth come from? Plus, how rising interest rates and a focus on community well-being could shape long-term returns for investors. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price.

A silent gas is shaking global markets - and most investors didn’t see it coming. Michelle Martin breaks down how a supply shock tied to Middle East tensions is rippling through semiconductors, healthcare and aerospace. The conversation tuns to s logistics giant FedEx posts blockbuster earnings. Hosted by Michelle Martin with Ryan Huang, both explore how industrial gas leaders like Linde and Air Products could benefit while chipmakers face rising cost pressures. We also unpack Novo Nordisk’s next obesity drug breakthrough, Xiaomi’s massive AI spending push, and strategic moves in Suntec REIT and Hongkong Land. Plus, what’s driving weakness in Singapore’s STI and whether select names like Sembcorp Industries can hold up amid broader declines. From invisible commodities to visible winners - this is a market driven by forces most investors overlook. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Why are markets still climbing if oil prices are rising?

Oil above $110, war risks rising - yet markets are climbing… what’s really going on? Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and geopolitical shocks. We unpack how Middle East tensions - from Iran to Qatar - are reshaping energy markets and reigniting inflation fears. At the same time, capital is rotating into AI, with Nvidia at the centre of renewed chip flows into China. Plus, a bold new frontier emerges: chips in space - could this redefine the next phase of computing and investment? All this and more, hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stock slips on heightened expectations. They explore whether the AI supply chain - from Nvidia-driven demand to chipmakers - is entering a new phase of volatility. Back home, a bullish broker call on Nam Cheong highlights how oil-linked plays are riding geopolitical tensions and offshore activity recovery. The Fed signals no rush to cut rates, sending markets lower - while Tencent, Disney, and Manulife US REIT reflect diverging global corporate momentum. Plus: Singapore’s STI reclaims 5,000 - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: The AI Capex Spend - who are the current winners?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers.  Investors have been piling into semiconductors but what if you wanted to look beyond NVIDIA? As computing demands grow, bottlenecks are springing up like traditional copper wiring slowing data transfers because of their heat constraints.  Enter photonics: a whole field devoted to controlling photons or light. We also ask What if the biggest AI winners aren’t the ones building it - but the ones powering it? Michelle Martin explores the $700 billion AI infrastructure surge reshaping markets, from hyperscaler spending by Amazon, Microsoft, Alphabet, Meta and Oracle to the hidden bottlenecks in power and data centres. The conversation with Alvin Chow unpacks who really profits from this capex explosion. Michelle and Alvin also explore OpenClaw, the open source viral AI agent phenomenon in China; if OpenClaw boosts productivity, which companies are set to benefit really? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.