Market View: Berkshire After Buffett, China’s AI Exporters & Wall Street’s Consumer Test

Market View: Berkshire After Buffett, China’s AI Exporters & Wall Street’s Consumer Test

What does investing like Warren Buffett look like now that the Oracle of Omaha has retired?

Michelle Martin follows the money at Berkshire Hathaway as the Greg Abel era takes shape, with fresh bets on US housing and a bigger position in Alphabet. What might Berkshire be seeing in a difficult housing market, and is its growing appetite for tech really such a departure from the Buffett playbook?

In China, Goldman Sachs is looking beyond the usual AI names to companies supplying the hardware behind the boom. Could printed circuit boards, data centres and robotics components offer another way into the AI trade - and how much should investors factor in geopolitics?

On Wall Street, Home Depot, Target, Lowe’s and Walmart put the American consumer under the microscope, while minutes from the Federal Reserve’s divided July meeting could offer clues on where rates go next.

Plus, Michelle goes Up or Down on Stripe’s US$7 billion OpenRouter deal, WuXi AppTec after its huge rally and Alibaba as Qwen passes three billion downloads.

And why are Chinese consumers more optimistic about AI than Americans? Where might Singapore sit? Finally, Spider-Man crosses US$2 billion as Hollywood rediscovers the power of the big-screen blockbuster.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Episoder(4051)

Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold

Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold

Are consumers falling out of love with Lululemon’s famous leggings? Shares plunged after disappointing earnings and a weaker outlook - but the bigger question is whether fashion itself has moved on. M...

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Advanced Diagnostic Tests the Super Health-Conscious are opting for 

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What if we managed our health the way we manage our money - investing early, tracking risk and thinking about long-term returns? Functional nutritionist Jieun Wrigley of Rapid Nutrition Therapy says p...

4 Sep 25min

Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?

Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?

Singapore’s housing market could be entering a new phase. The BTO household income ceiling is rising to S$16,000, while the Executive Condominium ceiling moves to S$18,000 - potentially widening the p...

4 Sep 21min

Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall?  

Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall?  

Is Singapore still the world’s busiest port - or does it depend on what you’re measuring? Michelle Martin looks at Singapore’s place in global shipping as Ningbo-Zhoushan overtakes it on container vol...

1 Sep 14min

AstraZeneca enabling precision diagnostics across Asia 

AstraZeneca enabling precision diagnostics across Asia 

Two people with the same cancer diagnosis might actually need completely different treatments. Here is where digital diagnostics can make a difference. Michelle Martin speaks with Arun Krishna, Area V...

1 Sep 16min

Money and Me: Higher Rates and Investors Positioning

Money and Me: Higher Rates and Investors Positioning

For much of 2026, investors have been waiting for US interest rates to fall. After Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole debut, should they be preparing for another hike instead? Mi...

1 Sep 19min

Market View: Musk vs Altman Escalates, ComfortDelGro’s Copenhagen Win & Is the Fed About to Hike?

Market View: Musk vs Altman Escalates, ComfortDelGro’s Copenhagen Win & Is the Fed About to Hike?

The Musk-Altman rivalry takes another turn as OpenAI moves to cut off its models from SpaceX-owned Cursor. Michelle Martin looks at what the clash could mean for competition in AI. Closer to home, Co...

31 Aug 10min

Are You a Typle 1? The Perfectionist at Work, Love and Life

Are You a Typle 1? The Perfectionist at Work, Love and Life

Do you have high standards, a strong sense of right and wrong - and an inner critic that rarely takes the day off? You may recognise some traits of Enneagram Type 1, often called the Perfectionist. M...

31 Aug 25min

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