Media Type: Radio

Market View: Trump-Xi meeting in South Korea concludes; Fed cuts rates by 25bps, BoJ holds rates; Nvidia hits US$5 trillion valuation; Meta, Microsoft’s capital spending, Alphabet beat revenue expectations; US-South Korea trade deal, Samsung reports 32% rise in Q3 operating profit; OpenAI reportedly laying groundwork for juggernaut IPO at up to US$1 trillion valuation; Mapletree … Read more

Market View: Tesla’s earnings miss – what’s next for other Magnificent 7 players?; Crude prices up as Trump threatens Russian giants, Asian markets mixed; Singapore’s core inflation inches up to 0.4% yoy in September; Chagee’s premium positioning amid competition; Sabana Reit, Singtel to watch Singapore shares nudged higher today as Asian markets traded mixed. The … Read more

Market View: Asian equities up as investors mull US-China trade war, digest Fed’s latest “Beige Book” of economic conditions; JPMorgan Chase’s Jamie Dimon on “cockroaches” in the financial sector; Anthropic reportedly aims to nearly triple annualised revenue run rate next year; TSMC ADR premiums top two decade highs, Samsung Electronics’ shares hit all-time high; Temasek, … Read more

As US earnings season unfold starting with the big banks, will there be more earnings upside surprises or disappointments?  Also, the rollercoaster of U.S.–China tensions: from Trump’s 100% tariff threats to software export restrictions, then a sudden “It will all be fine!” tweet that sent markets swinging. David Chow, Director, Azure Capital gives us the … Read more

Market View: Nvidia’s CEO Jensen Huang on AMD-OpenAI deal; Oracle’s cloud margins on Nvidia chips — have the AI rally gone too far, and too soon?; HSBC plans to take Hang Seng Bank private at US$37B valuation; Chinese stocks up after weeklong break; Netflix to bring video games to TV service; Keppel Reit to watch … Read more

Market View: US ADP payrolls reading show firms shedding 32,000 posts in September; Shares of Samsung Electronics, SK Hynix up sharply after initial agreements to supply chips to OpenAI’s Stargate project; Seoul, Taipei led rally in Asia on Samsung-SK Hynix-OpenAI deal; Apple reportedly shelves Vision headset revamp to prioritise Meta-like AI glasses; Yangzijiang Financial, Cordlife … Read more

Market View: Chery Automobile rocketed over 13% in Hong Kong trading debut; White House tells agencies to gear up for job cuts in shutdown; LVMH reportedly ramping up expansion in South Korea; Some BoJ board members called for resuming rate hikes at July meeting; OCBC, Singtel, F&N to watch Singapore shares dipped today amid a … Read more

Market View: Nikkei at an intraday high – What’s driving this boost? And how are markets reacting to the Fed’s first rate cut? Singapore’s Straits Times Index (STI) opened lower in early trade, as investors reacted to caution stemming from the US Federal Reserve’s first interest rate cut since December 2024. Among key stocks, DBS, … Read more

Market View: US PPI fell month-on-month for the first time since April; ECB rate decision in focus; Japan, Taiwan and South Korean markets set new highs on tech boost; STI hits a peak, driven by DBS; Chipotle Mexican Grill to venture into Asia; AI-simulated Fed meeting showed political pressure polarising board; UOL, Sing Holdings to … Read more

Market View: More on the legality of Trump’s sweeping tariffs; NASDAQ proposes stricter listing rules; Trump to host tech CEOs in newly renovated White House Rose Garden; China’s financial regulators reportedly considering cooling measures for stock market amid rally; STI hits new intraday high; Keppel, Keppel DC Reit, Oiltek to watch Singapore shares inched higher … Read more