Is AI now a valuation divider?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment.

FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks.

IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses.

Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix.

We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat.

Companies in focus: UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | Netflix

Is AI now a valuation divider?
In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB&rsquo;s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment.
FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks.
IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses.
Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix.
We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat.
Companies in focus:&nbsp;UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | Netflix

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: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

From a pop-up in London  to a 10-brand international group - how do you scale in F&B without losing soul?

In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality Group shares his journey from dishwashing to growing a culinary empire.

Hard work, an attention to customer needs and smart pivots figure large, in his 13-year journey.

We unpack the growth of the group from Michelin-starred Burnt Ends to Meatsmith and The Ledge in the Maldives and Bali.

Dave reveals how new concepts are born while staying true to the group’s wood-fire ethos.

We explore the operational realities of scaling talent, culture and consistency across borders.

Finally, we ask what’s next - partnerships, new markets, or experiences diners haven’t imagined yet.

From a pop-up in London&nbsp; to a 10-brand international group - how do you scale in F&amp;B without losing soul?
In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality Group shares his journey from dishwashing to growing a culinary empire.
Hard work, an attention to customer needs and smart pivots figure large, in his 13-year journey.
We unpack the growth of the group from Michelin-starred Burnt Ends to Meatsmith and The Ledge in the Maldives and Bali.
Dave reveals how new concepts are born while staying true to the group&rsquo;s wood-fire ethos.
We explore the operational realities of scaling talent, culture and consistency across borders.
Finally, we ask what&rsquo;s next - partnerships, new markets, or experiences diners haven&rsquo;t imagined yet.

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns?

In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing returns and where capital could rotate next.

Guest Raisah Rasid, Vice President, Global Market Strategist, JP Morgan Asset Management, maps out under-owned sectors quietly integrating AI for margin expansion.

We examine how traditionally low-margin industries could see profitability leap as automation scales.

With Trump’s global tariff rate rising from 10% to 15%, we unpack what Asia’s calm reaction - including the STI’s resilience - is signaling.

We also look at how investors can diversify away from mega-cap concentration without losing AI exposure.

Finally, we ask what contrarian AI view could define the rest of 2026.

What if the real AI opportunity in 2026 isn&rsquo;t in the stocks everyone already owns?
In this episode, hosted by Michelle Martin, we explore whether the crowded &ldquo;AI Builder&rdquo; trade is reaching diminishing returns and where capital could rotate next.
Guest Raisah Rasid, Vice President, Global Market Strategist, JP Morgan Asset Management, maps out under-owned sectors quietly integrating AI for margin expansion.
We examine how traditionally low-margin industries could see profitability leap as automation scales.
With Trump&rsquo;s global tariff rate rising from 10% to 15%, we unpack what Asia&rsquo;s calm reaction - including the STI&rsquo;s resilience - is signaling.
We also look at how investors can diversify away from mega-cap concentration without losing AI exposure.
Finally, we ask what contrarian AI view could define the rest of 2026.

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge?

In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 marks a structural re-rating of Singapore equities or a cyclical rebound fuelled by policy tailwinds.

With Jason Saw, Group Head of Investment Banking at CGS International, we unpack Budget 2026’s S$1.5 billion EQDP top-up and the new Anchor Fund - and what they mean for price discovery and pre-IPO pipelines.

We explore how improving breadth - with more small- and mid-cap counters trading above S$1 million daily - signals deeper liquidity and broader participation.

The conversation turns to sector leadership: banks, offshore oil & gas, construction, AI-linked plays, and real estate - where fundamentals and sentiment intersect.

We assess whether rising IPO activity and corporate actions point to sustainable issuer confidence across primary and secondary markets.

Finally, we ask how investors can “read” momentum cycles to gauge when expansion gives way to consolidation.

Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge?
In this episode, hosted by Michelle Martin, we examine whether the STI&rsquo;s charge past 5,000 marks a structural re-rating of Singapore equities or a cyclical rebound fuelled by policy tailwinds.
With Jason Saw, Group Head of Investment Banking at CGS International, we unpack Budget 2026&rsquo;s S$1.5 billion EQDP top-up and the new Anchor Fund - and what they mean for price discovery and pre-IPO pipelines.
We explore how improving breadth - with more small- and mid-cap counters trading above S$1 million daily - signals deeper liquidity and broader participation.
The conversation turns to sector leadership: banks, offshore oil &amp; gas, construction, AI-linked plays, and real estate - where fundamentals and sentiment intersect.
We assess whether rising IPO activity and corporate actions point to sustainable issuer confidence across primary and secondary markets.
Finally, we ask how investors can &ldquo;read&rdquo; momentum cycles to gauge when expansion gives way to consolidation.

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

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

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