Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment theme?

Michelle Martin speaks with Cheng Chye Hsern, Head of Investment, Providend and their conversation unpacks the impact on AI investments alongside surprises in S&P 500 earnings and recent Fed policy moves.

Both also explore how US property S-REITs are quietly feeling the effects of these sweeping changes.  

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does&nbsp;China's DeepSeek AI's disruptive force mean for the AI infrastructure investment theme?
Michelle Martin speaks with&nbsp;Cheng Chye Hsern, Head of Investment, Providend and their&nbsp;conversation unpacks the impact on AI investments alongside surprises in S&amp;P 500 earnings and recent Fed policy moves.
Both also explore how US property S-REITs are quietly feeling the effects of these sweeping changes.&nbsp;&nbsp;

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.