Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.

Presented by: Ryan Huang

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Mark Matthews, Managing Director &amp; Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (<a href="mailto:ykaiting@sph.com.sg">ykaiting@sph.com.sg</a>)

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

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

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap: What's driving earnings growth?

Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners&nbsp;breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value.
Produced/Presented: Ryan Huang Image: Geralt via Pixabay

US Markets Wrap: Ignore the Noise - How to Trade the Midterms and Overvalued Tech

Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink?

Produced/Presented: Ryan Huang

Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink?
Produced/Presented: Ryan Huang

US Markets Wrap: Oil Shock Meets AI Reality Check

The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

The S&amp;P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability.&nbsp;Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks.
Produced/Presented: Ryan Huang Image: Geralt via Pixabay

US Markets Wrap: What's driving earnings growth?

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