Korean Politician Pops the Chip Vibe. Sterling Under Pressure.
The Saxo Market Call highlighted a shift in market sentiment driven by political risk in the UK and policy talk in South Korea, putting pressure on the British pound and creating volatility in Korean chip stocks like SK Hynix and Samsung. Meanwhile, semiconductor and AI‑related equities surged, led by optical‑connect firms Lumentum and Coherent, while oil prices rebounded above $100 per barrel and copper hit record highs, lifting precious metals despite rising yields. The hosts also flagged upcoming U.S. CPI data, a pending Fed chair nomination, and mixed earnings from companies ranging from AST SpaceMobile to quantum‑computing firm Rigetti, all of which could shape short‑term market direction.
Chip Stock Boom
The episode focuses on the ongoing AI-driven chip stock boom, highlighted by massive gains in Asian markets such as Japan's Nikkei (+6%) and South Korea's KOSPI, with SoftBank and Samsung leading the surge. While a one‑page U.S. proposal to end...
Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
Market View: Banks, Planes & Political Signals
The episode reviews recent market moves, highlighting OCBC's 3% profit rise driven by strong non‑interest income and a proposed special dividend, while noting net interest margin compression. Singapore Airlines showed robust revenue growth and higher passenger loads but saw net...
Money and Me: What Singapore Investors Need to Know About Budget 2026 and Brewing Billions in China's Market
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
5038: IT Chills Get 'Realty' Check; It’s Raining Cheques for Deeptech Startups; and Tech Firms Fight 3-Hour Takedown Rule |...
The episode examines three key tech sector developments: Razorpay’s preparation for a $700 million-plus IPO, including its engagement with top investment banks; a sharp sell‑off in IT stocks that is spilling over into the realty market; and a surge in deep‑tech...
Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio
In this episode, Michelle Martin and co‑host Ryan Huang dissect the ripple effects of Algorhythm Holdings' new SemiCab logistics platform, labeling it an "AI scare trade" that is unsettling trucking and real‑estate service stocks. They then shift focus to Singapore’s...
Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
PETER LEWIS'MONEY TALK - Wednesday 11 February 2026
In this episode, Peter Lewis discusses Japan’s post‑election economic challenge: reviving growth without reigniting inflation that has already driven staple prices, like rice, to double. He is joined by Richard Harris of Port Shelter Investment Management and Tony Nash of...
Nikkei Hits Record After Takaichi Victory
The episode examines the surge of Japan's Nikkei index past 57,000 points after Prime Minister Sanae Takaovich's decisive election win, analyzing its implications for the Japanese economy. Host Andrew Peach also discusses Indian farmers' worries about a new interim trade...
Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal
The episode examines the resurgence of Singapore REITs (S-REITs), highlighted by the iEdge S-REIT Leaders Index posting a 16.3% gain in 2025—the strongest performance since 2019. Host Michelle Martin and REIT specialist Kenny Loh discuss which property sectors are leading...
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
Market View: Is the AI Trade Back On?
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
Could a Cap on Credit-Card Rates Really Hurt Consumers?
The episode examines President Trump's proposal to impose a temporary 10% cap on credit‑card interest rates, exploring the arguments from big banks that such a limit could restrict credit availability and disproportionately affect vulnerable borrowers. It also touches on soaring...
Market View: Profits, Premium Seats & a Check-In Button
In this episode, Michelle Martin and Ryan Huang dissect the paradox of strong earnings reports—JPMorgan Chase’s higher revenue but lower profit and Delta Air Lines’ premium‑travel‑driven profit surge—yet both stocks fell as market expectations outpaced results. They also examine notable...