Is this the point where S-REITs start to reclaim their shine?

Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line. 

In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs.

We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their  growth drivers, and exposure risks.

Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets.

We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability.

Whether you’re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook.

Is this the point where S-REITs start to reclaim their shine?
Singapore&rsquo;s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line.&nbsp;
In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs.
We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their&nbsp; growth drivers, and exposure risks.
Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets.
We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability.
Whether you&rsquo;re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook.

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

The metaverse dream is shrinking.

Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight.

Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang.

Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it’s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros. 

Discovery’s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China’s push to dethrone Nvidia.

Plus, markets hover just shy of S&P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle.

And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction.

The metaverse dream is shrinking.
Meta&rsquo;s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight.
Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang.
Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it&rsquo;s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros.&nbsp;
Discovery&rsquo;s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China&rsquo;s push to dethrone Nvidia.
Plus, markets hover just shy of S&amp;P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle.
And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction.

Market View: Big Tech Pullbacks, Big Media Bidding Wars

As policy uncertainty in the United States slows investment momentum, Asia Pacific is emerging as one of the world’s most resilient and attractive regions for clean energy deployment. Joost Bergsma, Global Head of Clean Energy at Nuveen Infrastructure, explains why APAC investors are increasing commitments to renewables and how the region is accelerating its energy transition through grid upgrades, large scale solar and wind, and rising power demand from data centres and digitalisation. He also breaks down the impact of supply chain shifts, evolving risk return expectations and the long term policy signals shaping capital allocation across Asia.

As policy uncertainty in the United States slows investment momentum, Asia Pacific is emerging as one of the world&rsquo;s most resilient and attractive regions for clean energy deployment. Joost Bergsma, Global Head of Clean Energy at Nuveen Infrastructure, explains why APAC investors are increasing commitments to renewables and how the region is accelerating its energy transition through grid upgrades, large scale solar and wind, and rising power demand from data centres and digitalisation. He also breaks down the impact of supply chain shifts, evolving risk return expectations and the long term policy signals shaping capital allocation across Asia.

Bigger Pic: Asia’s Clean Energy Moment - Why APAC Is Charging Ahead

Singapore’s F&B sector is shifting, and Asia White Knight Group believes it’s a transition, not a downturn.

The Breakfast Show speaks with Adam Tan and Ash from White Knightto unpack their investment logic behind the acquisition of Creative Eateries, and what the next generation of dining in Singapore could look like.

Singapore&rsquo;s F&amp;B sector is shifting, and Asia White Knight Group believes it&rsquo;s a transition, not a downturn.
The Breakfast Show speaks with Adam Tan and Ash from White Knight to unpack their investment logic behind the acquisition of Creative Eateries, and what the next generation of dining in Singapore could look like.

Mind Your Business: Why Asia White Knight is entering F&B now and what it means for Singapore’s dining future

We all have our different styles of how we take vacation. We have those people who save all their leave days for one big blow-out trip, and we have a growing camp of folks who are seeing the benefits of splitting them up into many tiny breaks.

We're seeing the rise of the micro-adventures: the 24 or 48-hour jaunt to a nearby getaway to help us unwind and break routine. 

Presented by Audrey Siek & Ryan Huang 

Produced by Audrey Siek

Edited by Trisha Yeong

Photo and music credit: Pixabay & its talented community of contributors

We all have our different styles of how we take vacation. We have those people who save all their leave days for one big blow-out trip, and we have a growing camp of folks who are seeing the benefits of splitting them up into many tiny breaks.
We're seeing the rise of the micro-adventures: the 24 or 48-hour jaunt to a nearby getaway to help us unwind and break routine.&nbsp;
Presented by Audrey Siek &amp; Ryan Huang&nbsp;
Produced by Audrey Siek
Edited by Trisha Yeong
Photo and music credit: Pixabay &amp; its talented community of contributors

Breakfast Bites: Tired of hoarding your leave?  Micro-adventures may be the way to go!

José Torres, Senior Economist, Interactive Brokers, analyses the unexpected fall in private payrolls numbers for November and the consequential impacts for risk assets and Fed rate cuts; the factors driving the divergence between small-business job cuts and hiring at mid-size and large firms; whether there's any weight to Big Short investor Michael Burry's comments about the AI market bubble unwinding within the next two years; and how investors should position themselves in the current environment.  

 

Produced & Presented by Emaad Akhtar

Jos&eacute; Torres, Senior Economist, Interactive Brokers, analyses the unexpected fall in private payrolls numbers for November and the consequential impacts for risk assets and Fed rate cuts; the factors driving the divergence between small-business job cuts and hiring at mid-size and large firms; whether there's any weight to Big Short investor Michael Burry's comments about the AI market bubble unwinding within the next two years; and how investors should position themselves in the current environment.&nbsp;&nbsp;
&nbsp;
Produced &amp; Presented by Emaad Akhtar

US Markets Wrap: Nov private payrolls fall; Fed rate cut expectation elevated

This week’s Breakfast Quiz is all about December — from birthstones to festive plants and iconic moments from history.

Join Emaad and Audrey and see how well you know the final month of the year!

 

Presented by Emaad Akhtar & Audrey Siek

Produced by Emaad Akhtar

Edited by Trisha Yeong

Photo and music credit: Pixabay & its talented community of contributors

This week&rsquo;s Breakfast Quiz is all about December &mdash; from birthstones to festive plants and iconic moments from history.
Join Emaad and Audrey and see how well you know the final month of the year!
&nbsp;
Presented by Emaad Akhtar &amp; Audrey Siek
Produced by Emaad Akhtar
Edited by Trisha Yeong
Photo and music credit: Pixabay &amp; its talented community of contributors

Breakfast Quiz: December trivia featuring birthstones, festive plants and more!

The court rejected Pritam Singh’s appeal against his conviction for giving false testimony to the Committee of Privileges.

Pritam Singh, who is the Leader of the Opposition and head of the Workers’ Party, was convicted after a 13-day trial in 2024 for providing false statements under oath on 10 and 15 December 2021.

This ruling makes him the first sitting opposition MP in nearly 40 years to be convicted of a criminal offence.

On The Big Story, Nadiah Koh speaks to Dr Mustafa Izzuddin, Senior International Affairs Analyst at Solaris Strategies Singapore, about the legal and political implications of the court’s decision.

The court rejected Pritam Singh&rsquo;s appeal against his conviction for giving false testimony to the Committee of Privileges.
Pritam Singh, who is the Leader of the Opposition and head of the Workers&rsquo; Party, was convicted after a 13-day trial in 2024 for providing false statements under oath on 10 and 15 December 2021.
This ruling makes him the first sitting opposition MP in nearly 40 years to be convicted of a criminal offence.
On The Big Story, Nadiah Koh speaks to Dr Mustafa Izzuddin, Senior International Affairs Analyst at Solaris Strategies Singapore, about the legal and political implications of the court&rsquo;s decision.

The Big Story: Pritam Singh's verdict is out - What's next for his leadership?

Singapore shares dipped today despite gains seen on Wall Street overnight.

The Straits Times Index was down 0.31% at 4,540.41 points at 11.58am Singapore time, with a value turnover of S$505.89M seen in the broader market.

In terms of counters to watch, we have DFI Retail Group, after the supermarket and retail store operator unveiled a three-year strategic road map targeting double-digit profit growth and a higher dividend payout, as it moves to leverage its scale and digital capabilities.

Elsewhere, from a breakdown of the latest US ADP jobs report, to more on Nvidia and the so-called Gain AI Act, more international and corporate headlines remained in focus. 

Also on deck, how Paramount Skydance reportedly more than doubled the proposed breakup fee in its offer to acquire Warner Bros Discovery to US$5 billion.

On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. 

Singapore shares dipped today despite gains seen on Wall Street overnight.
The Straits Times Index was down 0.31% at 4,540.41 points at 11.58am Singapore time, with a value turnover of S$505.89M seen in the broader market.
In terms of counters to watch, we have DFI Retail Group, after the supermarket and retail store operator unveiled a three-year strategic road map targeting double-digit profit growth and a higher dividend payout, as it moves to leverage its scale and digital capabilities.
Elsewhere, from a breakdown of the latest US ADP jobs report, to more on Nvidia and the so-called Gain AI Act, more international and corporate headlines remained in focus.&nbsp;
Also on deck, how Paramount Skydance reportedly more than doubled the proposed breakup fee in its offer to acquire Warner Bros Discovery to US$5 billion.
On Market View, Money Matters&rsquo; finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital.&nbsp;

Market View: Latest US ADP data shows 32,000 posts lost in November; Nvidia and Gain AI Act; Paramount reportedly hikes Warner Bros breakup fee to US$5 billion; Ship rates spiking 467% marks upended trade across commodities; DFI Retail Group, Singapore Land Group to watch

Longevity isn’t just science fiction anymore. It’s a $600 billion investment opportunity. From anti-aging breakthroughs to wellness tech and elder-care innovations, investors are racing to profit from longer, healthier lives. How can you capture this booming market before everyone else does?

On Wealth Tracker, Nadiah Koh speaks to Gautam Chadda, Executive Director, RBC Wealth Management Asia,to find out more. 

Longevity isn&rsquo;t just science fiction anymore. It&rsquo;s a $600 billion investment opportunity. From anti-aging breakthroughs to wellness tech and elder-care innovations, investors are racing to profit from longer, healthier lives. How can you capture this booming market before everyone else does?
On Wealth Tracker, Nadiah Koh speaks to Gautam Chadda, Executive Director, RBC Wealth Management Asia, to find out more.&nbsp;

Wealth Tracker: Want to invest in anti-aging? Here’s where the money is going

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

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