Trade wars, tariffs, and shifting supply chains are rewriting Asia’s investment landscape. Samuel Bentley, Head of Client Portfolio Managers (SG) at Eastspring Investments, discusses how U.S. trade policy is reshaping manufacturing hubs, where regional income opportunities are emerging, and what geopolitical developments in Indonesia and Thailand mean for markets. Plus, we spotlight the sector winners and investment strategies to watch for the rest of 2025.

Produced/Presented: Ryan Huang

Trade wars, tariffs, and shifting supply chains are rewriting Asia&rsquo;s investment landscape. Samuel Bentley, Head of Client Portfolio Managers (SG) at Eastspring Investments, discusses how U.S. trade policy is reshaping manufacturing hubs, where regional income opportunities are emerging, and what geopolitical developments in Indonesia and Thailand mean for markets. Plus, we spotlight the sector winners and investment strategies to watch for the rest of 2025.
Produced/Presented: Ryan Huang

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

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

Insightful discussions on the latest market events and the top companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Bigger Pic: New Rules, New Plays - Investing in Asia amid trade shifts

Most speakers are built to perform. But what if they were built to be seen as well?

In this episode of Mind Your Business, The Breakfast Show speaks with Brian Ho, founder of Decibelist, a Singapore-based brand that creates handcrafted “Art Speakers” designed to blend into and elevate living spaces.

Most speakers are built to perform. But what if they were built to be seen as well?
In this episode of Mind Your Business, The Breakfast Show speaks with Brian Ho, founder of Decibelist, a Singapore-based brand that creates handcrafted &ldquo;Art Speakers&rdquo; designed to blend into and elevate living spaces.

Mind Your Business: How Decibelist is turning everyday objects into Art Speakers

US markets are back at record highs, driven by strong Big Tech earnings and continued momentum in artificial intelligence. But with oil prices rising amid Middle East tensions and inflation risks lingering, are markets becoming too complacent?

On the Bigger Picture, Dan Koh speaks to Billy Toh, Regional Head of Retail Research, CGS International Securities as he breaks down what’s really driving the rally, from earnings and AI spending to valuations, geopolitical risks, and what investors should watch next.

US markets are back at record highs, driven by strong Big Tech earnings and continued momentum in artificial intelligence. But with oil prices rising amid Middle East tensions and inflation risks lingering, are markets becoming too complacent?
On the Bigger Picture, Dan Koh speaks to Billy Toh, Regional Head of Retail Research, CGS International Securities as he breaks down what&rsquo;s really driving the rally, from earnings and AI spending to valuations, geopolitical risks, and what investors should watch next.

Bigger Pic: Are stocks too optimistic as oil prices rise and risks build 

L’Oréal has reported strong first-quarter results, with sales growth beating expectations and showing resilience across key markets including North America, Europe, and emerging economies. Demand for premium beauty products remains robust despite a challenging global environment.

Dan Koh and Audrey Siek look into L’Oréal’s latest earnings, what’s driving growth, and whether global demand for beauty products can continue to hold up in an uncertain world.

L&rsquo;Or&eacute;al has reported strong first-quarter results, with sales growth beating expectations and showing resilience across key markets including North America, Europe, and emerging economies. Demand for premium beauty products remains robust despite a challenging global environment.
Dan Koh and Audrey Siek look into L&rsquo;Or&eacute;al&rsquo;s latest earnings, what&rsquo;s driving growth, and whether global demand for beauty products can continue to hold up in an uncertain world.

Bigger Pic: New Rules, New Plays - Investing in Asia amid trade shifts

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