Let's Talk, Singapore

Alex Morris, CEO & CIO, F/m Investments explains how the current rally isn’t driven by conviction, but instead it is cash-rich and retail flow investors chasing momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration. Produced/Presented: Ryan Huang See omnys...

We all know this feeling... booking a vacation thinking you’ve budgeted  perfectly , only to get there and get hit with some mysterious “extra charge”. From transaction fees, resort fees and tipping culture, there are quite a few of these hidden fees lurking in popular travel spots. Here are some top ones to bear in mind —so you’re ready for the next vacation! Pr...

A recent workplace injury claim involving salad chain Sumo Salad has stirred public debate about whether Singapore’s compensation system is vulnerable to abuse and what protections exist for small business owners. But new figures from the Ministry of Manpower show that 94% of such claims are actually paid out by insurers, not employers. So how does the Work Injury Compensation Act (WICA) rea...

In a marketplace dominated by mass production, Ember & Ash stands out by staying true to its creative roots and emotional storytelling. The Breakfast Show chats with Colette Chan, founder of Ember & Ash , about the evolution of her business, the importance of authentic design, and the lessons learned while building a brand that resonates deeply with families everywhere. See omnystudio.com/...

In the latest of the ever evolving telco landscape, Singapore’s second-largest mobile operator Starhub recently announced that it will be taking full ownership of MyRepublic's broadband business! And that comes one day after the years-long speculation of StarHub acquiring M1 from Keppel was invalidated when the asset manager announced its proposed sale of the telco to Simba Telecom. How shou...

Joseph Shaposhnik, founder and CEO of Rainwater Equity zooms in on the positive news from the software industry and AI beneficiaries in the latest earnings season, He discusses why he likes Constellation Software and Microsoft. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Singapore’s 60-year journey has been a masterclass in adaptability, a trait shared by the innovators shaping its future. Few reflect this better than  James Leong , who made the leap from organisational psychology to the high-stakes world of proprietary trading. Now CEO of Grasshopper , he has guided the firm from a two-person start-up into a fintech player with regional influence. The...

It's hard to describe the feeling after a nice vacation... a weird combination of sluggishness, mild dread, and wishing you could rewind to Saturday. Congratulations, you might just have the post-holiday blues. It's something we've all probably experienced, and the "depression" can hit hard. How do we manage it? Is this a feeling that can be avoided? Audrey and Ryan discuss the ways you can "game"...

It’s a company once touted as a rising star in enterprise artificial intelligence. But all it took was one quarter to change it all for C3.ai - a company that serves a broad global client base in sectors from energy to financial services and healthcare. Join Dan Koh and Audrey Siek  as they investigate the ‘catastrophic’ quarter that C3.ai is faced with and what red flags ar...

Phan Vee Leung, CIO, Trackrecord, discusses how much the kicking in of tariffs will figure in this week's inflation reading in the US Consumer Price Index data for July. He looks at how markets are pricing in the expectations, and explains why they continue to hit new highs as well as where to buy on the dips.   See omnystudio.com/listener for privacy information.

As Singapore marks its 60th birthday, the My Community Festival is turning the spotlight on the country’s “unsung economic heroes” — the hawkers, craftsmen, farmers, and family-run businesses who keep our cultural and economic fabric alive. Kwek Li Yong, Co-founder and Executive Director of My Community , joins the Breakfast Show to share how these everyday players in Singa...

As the SG60 weekend winds down, our minds are probably still on the NDP concert that was filled with our most familiar tunes we have been singing for decades. No, we don't mean our National Anthem, but our mainstay national day songs we listen to and sing in unison every year.  Can Singapore count on you to know these lyrics? Are we One People, One Nation, One Singapore? Let's play "finish th...

Singapore's big 3 banks are bracing for macroeconomic uncertainty following mixed quarterly results. DBS outperformed its peers in Q2, helping its share prices hit new highs. On the other hand, OCBC and UOB missed expectations. With tariff headwinds on the horizon, what does the rest of the year hold? Danny Khoo, Head of Sales Trading, SAXO Singapore shares more. See omnystudio.com/listener for pr...

David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against  wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.   Produced/Presented: Ryan Huang Image: Pet...

This edition of the Breakfast Quiz has a special, 60-year-old ring to it.  National Day is nearly upon us, and as Singapore celebrates a milestone year in its history, Emaad tests Ryan and Audrey on how well they know our little red dot, all the way from the 1960s to the present day! Play along in the SG60 spirit! Happy birthday Singapore!   Presented by Emaad Akhtar, Ryan Huang & Au...

For many entrepreneurs, failure is the beginning—not the end. Jack Yang’s story begins with personal hardship and early business loss, but evolves into a mission to empower SMEs with the right tools, governance, and funding strategies. The Breakfast Show sits down with  Jack Yang to unpack his journey, his work across JYSigma and GTH Asia, and how he’s helping businesses ris...

Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.  Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

How much fibre do  you eat in a day? We’re digging into the latest health trend that’s blowing up on social media: it’s called "Fibremaxxing", and TikTokers are loading up on fibre of all kinds.... all in the name of digestive health. But it’s not just about getting the daily recommended amount, but sometimes going way beyond it. Is this just another wellness fad,...

Despite global headwinds in ESG, Southeast Asia’s sustainable finance market is still going strong. What is Southeast Asia is getting right? Kevin Lee , Group Head of Sustainability at CGS International, gives us a closer look at how innovation is powering real, credible change in sustainable finance. Produced, edited and presented by Audrey Siek See omnystudio.com/listener for privacy infor...

From helping households cope with rising costs to celebrating Singapore’s 60th birthday, government vouchers have become a familiar form of support. But with some using their CDC and SG60 vouchers on items like AirPods or gaming consoles, questions have surfaced: Is there a “right” way to spend them? Terence Ho, Associate Professor (Practice) at the Institute for Adult Learning,...

A fragile truce between Thailand and Cambodia continues to hold, following days of deadly border clashes. Erica Tay, Director of Macro Research at Maybank discusses how serious the standoff is and why investors should be paying attention to it. Produced/Presented: Ryan Huang   See omnystudio.com/listener for privacy information.

Did you know that approximately 71% of the Earth's surface is covered by water? There's a whole other world under the sea - so much to explore and experience. If you're a deep sea diver, or aspire to be one, listen in to this episode of Breakfast Bites! Emaad, Ryan and Audrey share some fun facts about scuba diving on International Scuba Day!   Presented by Emaad Akhtar, Ryan Huang & Audr...

In a city built on structure, forging a path in art can feel like rebellion. But what if your future lives somewhere outside the frame? The Breakfast Show sits down with  Cyann Lee, founder of HEYCYANN to find out how she’s building a life from creativity, turning a niche art form into a powerful personal brand, with nothing but bold vision, raw skill, and a refusal to fit the mould. Se...

Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.   Produced / Presented: Emaad A...