Let's Talk, Singapore

David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market val...

Singapore’s prime residential market is tipped to return to growth after a weak 2025, but is this the start of a sustained recovery or just a modest bounce? We speak with Alan Cheong, Executive Director of Research & Consultancy, Savills Singapore about who’s buying, how cooling measures like ABSD are shaping demand, and the key risks high-end buyers should watch in 2026. Prod...

From Satay Sauce and Salted Egg Cereal chocolate bars to curated craft sake, Fossa Chocolate has built one of Singapore’s most distinctive premium food brands. But behind the bold flavours lies serious operational strategy. The Breakfast Show speaks with co-founder Yilina Leong about building craft with commercial intelligence. See omnystudio.com/listener for privacy information.

Ferrari beat expectations in its latest earnings and lifted sentiment with a confident 2026 forecast, supported by new model launches and a strong order book. Dan Koh and Ryan Huang break down the key numbers, why the market reacted positively, and what investors should watch as Ferrari prepares to unveil its first fully electric model in May. See omnystudio.com/listener for privacy information.

Oriano Lizza from CMC Markets Singapore unpacks the AI scare trade and which industries could face the biggest disruption, previewing major global earnings from Alibaba, Walmart and Berkshire Hathaway, and examining recent movers in the Singapore stock market following the Budget statement. See omnystudio.com/listener for privacy information.

With every Singapore household set to receive another $500 in CDC vouchers next January, how should you use yours? As we unpack Budget 2026, we go beyond supermarket runs and hawker favourites to explore Michelin Bib dining spots, hobby finds at Bras Basah, and even how you can donate your unused vouchers to charity.    Presented by Audrey Siek, Ryan Huang & Emaad Akhtar Produced by...

If you’ve ever wished your boss understood what you need, you’re not alone. Managing up is really about clearer communication, not manipulation.  This episode shows how small habits like clarifying expectations and pre-empting updates can make work smoother for both you and your manager. See omnystudio.com/listener for privacy information.

Hermès reported full-year 2025 revenue of €16 billion, beating expectations with resilient growth in leather goods and strong performance in the Americas and Japan. While net profit dipped slightly due to a one-off French surtax, underlying earnings and margins remained robust. Dan Koh and Audrey Siek break down the numbers, why Hermès continues to outperform peers, and what inv...

The Kettle Gourmet started as a gourmet popcorn brand. Today, it operates 11 snack brands and exports across Asia. On Mind Your Business, the Breakfast Show invites Zac Chua, Founder, The Kettle Gourmet to share how owning production lines, avoiding retail, and focusing on regional distribution transformed his company into a scalable consumer business built for long-term profitability. See omnystu...

Budget 2026 sets out a mix of adjustments and incentives that may shape the operating environment for Singapore’s small and medium-sized enterprises going forward. From changes to foreign manpower qualifying salaries to measures aimed at supporting internationalisation and business transformation, the signals are clear but the impact may not be uniform across sectors. So how should SMEs inte...

This Breakfast Quiz is all about Friday the 13th! Featuring historical origins, pop culture, presidents and more!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek  Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.

Wall Street tumbled as investors shifted from cheering AI’s promise to fearing its disruption, with the Dow plunging 670 points and tech and software stocks extending steep losses. From financials to freight and real estate, concerns over job losses and squeezed profit margins rattled sentiment, even as some strategists argue the selloff may be overdone. Brenda Vingiello, Chief Investment Of...

In the wake of Singapore’s latest Budget, attention is turning to what the measures will mean where it matters on the ground for small and medium-sized enterprises. From cost pressures and manpower constraints to AI adoption and overseas expansion, are businesses feeling reassured… or still wary about the road ahead? We take the pulse of SME sentiment with: Chen Ze Ling, Group Head of...

Budget 2026 was delivered yesterday against a backdrop of moderating growth and rising global uncertainty. The speech spanned business tax rebates, enhanced overseas expansion support, labour market adjustments, artificial intelligence initiatives, capital market funding, and more calibrated household support. This episode of Morning Shot breaks down what stood out from the announcements, from the...

The STI has just crossed 5,000 for the first time, and Budget 2026 may be adding fresh fuel to the rally. From a S$1.5 billion boost to deepen equity participation, to a new National AI Council and fresh consumer support, the policy signals are clear. Dan Koh speaks with Sarah Jane Mahmud, Senior Industry Analyst at Bloomberg Intelligence to break down the real winners, the overlooked sectors, and...

Sheng Siong is back in focus after OCBC downgraded the supermarket operator to “hold”, citing stretched valuations following a strong 2025 rally. Dan Koh and Emaad Akhtar examine whether fundamentals justify the premium pricing, how Budget 2026’s CDC vouchers could help stabilise demand, and what investors should monitor next. See omnystudio.com/listener for privacy information.

On International Day of Women and Girls in Science, Emaad, Ryan and Audrey share some of the greatest female inventions across history! Think paper coffee filters, the foot-pedal trashcan, disposable diapers and frozen pizza!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of...

Singapore’s industrial sector may not make splashy headlines, but it powers everything from semiconductors to AI infrastructure. Despite global trade tensions and rising supply, the market has held firm in 2025 — so how durable is that resilience? We speak with Dr Chua Yang Liang, Head of Research & Consultancy for Southeast Asia at JLL  about where the real opportunities and...

As fewer young people enter the hawker trade, some are finding new meaning in old paths. On Mind Your Business, the Breakfast Show speaks with Reuben Koh, Founder of The Reverie , about modernising a hawker business, balancing passion with practicality, and what small food operators need to survive and grow in Singapore today. See omnystudio.com/listener for privacy information.

CapitaLand Investment reported a sharp 70% drop in full-year net profit after significant revaluation losses from its China portfolio weighed on earnings. While headline results disappointed, operating profit and fee income remained resilient as the group continues shifting toward an asset-light, recurring revenue model. Dan Koh and Ryan Huang unpack what drove the weakness, how the dividend held...

Singapore’s economy has closed the past fiscal year on a strong note, but many households are still navigating cost pressures, job uncertainty and a rapidly shifting global environment. As Budget 2026 is unveiled later today — the first of the new political term — expectations are high. Will the focus be on extending cost-of-living support, strengthening job security in an AI-dri...

As Chinese New Year is just around the corner, we dive into the annual ang bao arithmetic! How much should we give nowadays? Do we think about “equalising” between families?  Plus, in a world where more adults stay single longer, when is it time to retire from collecting red packets? It’s tradition, budgeting, and a little family politics...  all in one festive conversa...

Singapore heads into Chinese New Year on a festive high, with Q4 2025 GDP expanding nearly 7% year on year and full-year growth beating expectations. However, beneath the headline numbers, questions remain about how much of the surge was powered by AI-driven external demand versus genuine domestic strength. Song Seng Wun, Economic Advisor at SDAX, unpacks the drivers behind the upgrade, the risks...

Matt Maley, Chief Market Strategist, Miller Tabak looks at the US markets sending mixed signals as softer retail sales rattled confidence in the consumer outlook. The S&P 500 and Nasdaq slipped amid pressure on major retailers and fresh worries about AI’s impact on finance, while the Dow defied the gloom to notch another record close above 50,000. Produced/presented: Ryan Huang See omnys...

Mood wellness is becoming part of everyday life, but turning science-backed benefits into products consumers actually enjoy is no small feat. On Mind Your Business, the Breakfast Show speaks with Sophian Abdul Rahman and Shaneika Ong of Hue about building a new wellness category through snackable formats, research-driven product development, brand trust, and scaling across Asia. See omnystudio.com...