How is a 30-year-old fund manager beating China’s markets — and even the Dow?

Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart.

They also break down New World Development’s US$11B refinancing, Meta’s AI ambitions, and Trump’s tariff talk.

Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage.

And in Singapore, which counters are surging and who is lagging?  

Hosted by Michelle Martin with Ryan Huang.

Companies mentioned: New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.

How is a 30-year-old fund manager beating China&rsquo;s markets &mdash; and even the Dow?
Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart.
They also break down New World Development&rsquo;s US$11B refinancing, Meta&rsquo;s AI ambitions, and Trump&rsquo;s tariff talk.
Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage.
And in Singapore, which counters are surging and who is lagging?&nbsp;&nbsp;
Hosted by Michelle Martin with Ryan Huang.
Companies mentioned:&nbsp;New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

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

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Market View: China Fund Manager’s Hot Streak

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?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers.&nbsp;
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.&nbsp;
Enter photonics: a whole field devoted to controlling photons or light.
We also ask What if the biggest AI winners aren&rsquo;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?

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

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI.

Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robotics are capturing market imagination despite thin revenues, signalling a shift where real-world deployment matters more than profits.

Hosted by Michelle Martin with Ryan Huang, the conversation explores how rising oil prices are rippling across industries - from airlines raising guidance to ComfortDelGro passing on fuel costs to commuters.

We examine why US markets are rebounding even as geopolitical tensions simmer, and what easing oil prices could mean for risk sentiment.

In corporate news, Meta pulls back on its metaverse ambitions, Nvidia restarts China-linked production, and Singtel faces fresh scrutiny after service disruptions.

On the local front, the STI surges with Singtel leading gains, highlighting resilience in Singapore equities.

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI.
Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robotics are capturing market imagination despite thin revenues, signalling a shift where real-world deployment matters more than profits.
Hosted by Michelle Martin with Ryan Huang, the conversation explores how rising oil prices are rippling across industries - from airlines raising guidance to ComfortDelGro passing on fuel costs to commuters.
We examine why US markets are rebounding even as geopolitical tensions simmer, and what easing oil prices could mean for risk sentiment.
In corporate news, Meta pulls back on its metaverse ambitions, Nvidia restarts China-linked production, and Singtel faces fresh scrutiny after service disruptions.
On the local front, the STI surges with Singtel leading gains, highlighting resilience in Singapore equities.

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough?

Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitative Research and Portfolio Construction at Syfe, as investors rethink the classic “VOO and chill” strategy.

Hosted by Michelle Martin, this episode explores why active ETFs are rapidly gaining ground, now accounting for over 80% of new launches in 2026.

We examine how  market volatility has exposed the limitations of passive index tracking.

Aman explains why active strategies are attracting a growing share of inflows and offering investors more flexibility.

The conversation also tackles the hidden opportunity costs of staying fully passive during turbulent markets and the fees involved in active ETF investing.

How investors can distinguish true active skill from trend-following products?

The era of &ldquo;set it and forget it&rdquo; ETF investing is being challenged - are passive ETFs no longer enough?
Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitative Research and Portfolio Construction at Syfe, as investors rethink the classic &ldquo;VOO and chill&rdquo; strategy.
Hosted by Michelle Martin, this episode explores why active ETFs are rapidly gaining ground, now accounting for over 80% of new launches in 2026.
We examine how&nbsp; market volatility has exposed the limitations of passive index tracking.
Aman explains why active strategies are attracting a growing share of inflows and offering investors more flexibility.
The conversation also tackles the hidden opportunity costs of staying fully passive during turbulent markets and the fees involved in active ETF investing.
How investors can distinguish true active skill from trend-following products?

Market View: China Fund Manager’s Hot Streak

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