MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Singapore’s economy has exceeded expectations, with MTI upgrading its 2025 GDP forecast to around 4.0% after a strong Q3 performance led by manufacturing, wholesale trade, and finance. Barnabas Gan, Group Chief Economist & Head, Market Research, RHB Bank breaks down the key drivers behind this growth, the role of AI-related electronics and biomedical manufacturing, and what lies ahead for 2026 as global trade faces new headwinds.See omnystudio.com/listener for privacy information.

Prada’s sales are rising, Miu Miu is surging, and Versace has just joined the family. But what’s really behind the renewed talk of a potential Milan listing? Dan Koh and Audrey Siek break down the numbers, the strategy, and the succession story inside one of fashion’s most influential houses, and what investors should watch in the shifting luxury landscape.See omnystudio.com/listener for privacy information.

Stocks fell on Thursday after a market-wide rally fizzled, with Nvidia’s early gains reversing and investor hopes for a December Fed rate cut fading. The Dow dropped 387 points, the S&P 500 shed 1.6%, and the Nasdaq fell 2.2%, despite a midday surge. Frank Cappelleri, Founder and President, CappThesis discusses Nvidia’s surprising reversal, the ripple effects on the broader market, and whether the chip giant is a buy amid AI hype. We also dissect the latest jobs data, Walmart’s earnings, and Ray Dalio’s warning signs of a potential market bubble. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Ever nodded along in a meeting because someone sounded super confident… but weren’t sure the numbers actually backed them up? Audrey and Ryan unpack what’s called the “confidence language trap” — why the loudest voice often wins, why our quieter colleagues can hold real insight, and how to make sure style doesn’t beat substance at work. Presented by Audrey Siek and Ryan Huang Produced by Audrey Siek Edited by Dan Koh Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

On today's Quiz, we celebrate Emaad's birthday in style, as he tests how well Ryan and Audrey really know him through a series of questions around fears, pet peeves, habits, cuisines, travel and more! Play along! Presented by Emaad Akhtar, Ryan Huang and Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Tech stocks regain momentum ahead of Nvidia’s report card (and climb higher on its earnings beat after hours) and Alphabet hits fresh highs with its Gemini 3 launch. Dilin Wu, Research Strategist, Pepperstone explains why the AI rally differs from the dot-com era, and whether investors should wait before buying dips. We also look at gold holding near the 4,000 level as shifting Fed expectations weigh on sentiment, and we review the drivers behind Bitcoin’s recent sell-off. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Singapore’s INSEAD Asia Campus has just celebrated 25 years of leadership, innovation, and global collaboration. Sameer Hasija, Dean of INSEAD Asia Campus, shares insights from the Tech Venture Summit, how emerging technologies are reshaping education and entrepreneurship, and how the school is preparing leaders to thrive in a fast-changing, innovation-driven world. Produced and Presented by Audrey Siek See omnystudio.com/listener for privacy information.

Entrepreneurship in Singapore is changing. Funding is tighter, competition sharper, and the need for clarity greater than ever. So what does it take to build a business that lasts? The Breakfast Show invites Megha Singh, Founder of Megha Singh Consultancy and CEO of Launchpad as she shares lessons from her journey across corporate leadership and entrepreneurship, revealing how clarity, confidence, and collaboration can reshape the way founders grow.See omnystudio.com/listener for privacy information.

NVIDIA just reported another massive quarter, with US$57 billion in revenue and explosive data-centre growth, even as tech stocks fall on fears of an AI bubble. Dan Koh and Ryan Huang break down NVIDIA’s latest earnings, the risks behind the recent tech selloff, and whether GPU demand can keep driving the AI supercycle.See omnystudio.com/listener for privacy information.

Investor positioning has shifted rapidly, with the latest Bank of America Global Fund Manager Survey showing cash levels falling to 3.7 percent — a threshold often viewed as a warning sign that markets may be running hotter than fundamentals justify. At the same time, conviction has become heavily concentrated, with more than half of fund managers calling the “Magnificent 7” the most crowded trade in global markets. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, unpacks what this mix of optimism, concentration, and rate-cut dependency means for investors. See omnystudio.com/listener for privacy information.

It’s World Toilet Day — yes, that’s a real thing, and yes, we’re absolutely celebrating it. On this edition of Breakfast Bites, Emaad, Ryan and Audrey dive into the fascinating world of bathroom etiquette across cultures and the endless lingo we’ve invented for the place we all visit multiple times a day! 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 contributorsSee omnystudio.com/listener for privacy information.

A cyber breach isn’t just an IT problem, it’s a business crisis. With global cyberattacks on the rise, leaders are learning that poor communication can erode stakeholder trust faster than the breach itself. In this episode of Mind Your Business, the Breakfast Show speaks to Dan La Russo, Senior Partner at Penta, about the new realities of cyber risk, why leadership and communication matter more than ever, and how companies can prepare before the next crisis strikes.See omnystudio.com/listener for privacy information.

Warren Buffett has famously avoided high-growth tech, at least until now. With Berkshire Hathaway taking a major stake in Alphabet, Dan Koh and Ryan Huang explore why the world’s most famous value investor finally sees Google as a long-term compounder, and how its latest Q3 results reveal a company transforming into an AI-cloud powerhouse.See omnystudio.com/listener for privacy information.

Hiring is one of the most important and most difficult decisions any leader can make. Beyond qualifications, the right hire can depend on cultural fit, growth potential, and even timing. For SMEs, the challenge is even sharper, every role matters, and resources to recruit, train, and retain talent are often limited. Eugene Goh, Advisor and Co-Founder of TalentKraft joins the Breakfast Show to unpack how SMEs can approach hiring more strategically, and what effective talent decisions look like in resource-constrained environments.See omnystudio.com/listener for privacy information.

Wall Street’s hottest trades are cooling. Stocks fell again as AI-linked names continued to retreat, bitcoin flashed weaker risk appetite, and a Cloudflare outage reminded investors how vulnerable the digital ecosystem can be. Investors are now questioning whether the AI momentum trade is losing steam. Steve Sosnick, Chief Strategist, Interactive Brokers discusses whether this is a temporary pullback or an early shift in market sentiment as we head toward key earnings from Nvidia and Walmart along with an overdue Payrolls report. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

As the end of 2025 fast approaches, many of us may be wondering what travel will look like in the new year. According to a recent Booking.com survey, 2026 is going to be defined by ultra-personalised adventures. Anthony Lu, Regional Director, Southeast Asia & Greater China, Booking.com, discusses some of these trends, which include road and relationship compatibility trips, as well as a willingness to explore AI-driven hospitality. Produced and presented by Emaad Akhtar See omnystudio.com/listener for privacy information.

Don Don Donki may be a Singaporean guilty pleasure, but its parent company is now caught in the middle of a diplomatic clash. Dan Koh and Emaad Akhtar explore how China’s travel advisory on Japan sent PPIH shares sliding, why Chinese tourists play such a big role in Don Quijote’s profits, and what the numbers really say about this cult-favourite retailer’s long-term resilience.See omnystudio.com/listener for privacy information.

We track our steps, calories, and screen time, but rarely our sleep. Across the world, rising stress, heat, and late-night connectivity are fuelling a modern sleep crisis. Scientists now call rest the “third pillar” of health, as essential as diet and exercise. The Breakfast Show speaks to Matteo Franceschetti, Co-Founder and CEO of Eight Sleep, to find out why sleep has become the next frontier in health technology, the business of recovery, and how a high-tech approach to temperature and circadian science could redefine how we rest, recharge, and perform.See omnystudio.com/listener for privacy information.

Do you have any TV shows you find yourself rewatching for the thousandth time? It’s very common for many people to rewatch stuff they've watched before, despite all the new choices we have. Researchers call it “comfort rewatching", and there is actually physical and emotional explanations as to why we love the oldies so much. Audrey and Emaad chat about their favorite comfort shows. Presented by Audrey Siek and Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

The U.S. government has reopened after a record 43-day shutdown that froze key services, stalled economic data, and disrupted everything from airport operations to food assistance. Now the question is how quickly the world’s largest economy can get back on track — and what the missing data means for global markets and policymakers. Bryan DeAngelis, Partner and Head of Washington Office at Penta Group, joins the Breakfast Show to unpack the political dynamics behind the deal, the risks of another shutdown in January, and the signals Singapore should watch as Washington works to restore stability.See omnystudio.com/listener for privacy information.

Markets are recalibrating after a soft session on Wall Street, with the Dow falling more than 500 points and AI stocks showing renewed volatility. With investors now leaning into the idea of a Fed pause, attention is turning to opportunities beyond mega-cap tech, from healthcare to energy to financials, and a potentially brighter setup for 2026. Dan Koh speaks with Mark Giambrone, Head of US Equities and Portfolio Manager and Analyst, Barrow Hanley Global Investors about the volatility inside AI, the opportunities outside it, and what investors should be preparing for next.See omnystudio.com/listener for privacy information.

With economic data turning patchy and the Fed refusing to commit to a December move, investors are operating with more noise than clarity. Kyle Rodda, Senior market analyst, Capital.com decodes what the market’s volatility is really saying - from the risks lingering after the U.S. shutdown to the shifting expectations around rate cuts. He previews Nvidia’s pivotal earnings, the emerging “AI-ROI” debate, and why cross-asset jitters may be hinting at deeper fragilities. See omnystudio.com/listener for privacy information.

If you're reading this, you've most likely attended a conventional university programme. But what about the road less travelled? Would you be willing to be adventurous and explore uncharted territory when it comes to pursuing a degree? Emaad and Ryan explore three unique universities around the world and why they may appeal to the next generation of uni-goers! Presented by Emaad Akhtar & Ryan Huang Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Cars are no longer just machines, they’re becoming digital ecosystems on wheels. Across Southeast Asia, drivers today want more than horsepower, they want continuous connectivity. The Breakfast Show invites Benson Yeo, SVP Connectivity for APAC, IDEMIA, to unpack how connectivity, identity, and security are redefining mobility, and what opportunities it opens for entrepreneurs and business leaders shaping the future of transport.See omnystudio.com/listener for privacy information.

Headlines screamed that Singapore Airlines’ profits plunged 68 percent, but the truth is far more nuanced. Join Dan Koh and Ryan Huang as they unpack how Air India’s losses, lower interest income and normalising travel yields created misleading headlines, and why the underlying business remains resilient heading into the busiest travel season of the year.See omnystudio.com/listener for privacy information.

As Singapore renews its focus on social mobility, attention is turning to how the private sector can help level the playing field. Beyond hiring or donations, can businesses play a deeper role in shaping opportunity from education access to employability and financial resilience? DBS Foundation has announced a new SGD14.5 million partnership with the Institute of Technical Education (ITE) to support 8,000 students from lower-income families each year. The initiative aims to ease financial pressures so students can stay in school, while providing mentorship and financial literacy training to prepare them for work and independent living. Karen Ngui, Head of DBS Foundation & Group Head of Strategic Marketing and Communications joins the Breakfast Show to unpack how such collaborations between private and public institutions can make a lasting impact and what it will take to build a more inclusive model of growth.See omnystudio.com/listener for privacy information.

For some families, access to fresh produce and protein remains out of reach. That’s where A Full Plate comes in — Singapore’s largest food donation drive by FairPrice Group. What makes the initiative unique is its focus on providing fresh vegetables and fruits, protein, as well as nutritious groceries, going beyond the typical dry staples. Plus, it’s about more than just putting groceries on the table, it’s about enabling families to cook, eat, and bond together. Vipul Chawla, Group CEO of FairPrice Group, shares how they are scaling up the programme and how you can help make a difference easily.See omnystudio.com/listener for privacy information.

Personality drives performance more than we think. Cindy Leong, founder of The Enneagram Academy, breaks down how understanding core motivations and emotional patterns can transform teamwork, sharpen leadership, and reduce workplace conflict. We explore why more organisations are turning to the Enneagram as a strategic business tool and how it can reshape hiring, communication and culture. See omnystudio.com/listener for privacy information.

Stocks tumbled sharply on Thursday, with all major U.S. indices logging their worst session since early October as renewed worries over interest rates and lofty tech valuations wiped out recent gains. George Schultze, Founder and Managing Member at Schultze Asset Management, breaks down the turn in market mood. We explore why economic growth remains resilient but is beginning to moderate, how inflation’s mixed signals are guiding expectations for another Fed rate cut in December, and what recent cracks in the credit markets signal for 2026. He also shares where he sees opportunity amid the volatility and explains how shifts in AI, electrification and the energy transition are reshaping long-term investment strategies.See omnystudio.com/listener for privacy information.

Diabetes affects hundreds of millions worldwide, but how much do we truly understand about it? Join us for a light, informative quiz that breaks down the facts, busts a few myths, and helps raise awareness on this important global health day. Presented by Audrey Siek, Ryan Huang and Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

More than 90,000 Singapore businesses are now selling to 14 million international customers, generating over US$1.6 billion in annual cross-border sales. The Breakfast Show speaks with Matthew Lucas, Vice President & Head of Cross-Border Trade at PayPal, to unpack the Global Beat 2025 findings, from the top sectors driving growth to new markets like Mexico and Germany, and what this means for Singapore’s next generation of global entrepreneurs.See omnystudio.com/listener for privacy information.

Holiday season is in the air, airport queues are growing, and the frantic tapping of Klook users booking last-minute Universal Studios tickets' a scene that many of us are familiar. And right on cue, travel-tech darling Klook has chosen now, November 2025, to file for a U.S. IPO on the New York Stock Exchange, under ticker symbol KLK. Fly with Dan Koh and Audrey Siek as they explore how Asia’s ‘experiences super-app’ went from a startup offering discounted attraction tickets, to a publicly listed travel-tech contender betting big on the global rebound in tourism.See omnystudio.com/listener for privacy information.

Stuart Dunbar, Partner, Baillie Gifford explores why long-term thinking is essential at a time when markets chase headlines, and why Asia remains wildly underrepresented in global portfolios. We unpack the region’s powerful shifts, from China’s policy reset to India’s innovation boom, Vietnam’s rise, and Asia’s deepening role in global AI infrastructure. He shares where he sees the most compelling long-term opportunities, what defines true homegrown champions, and how “active patience” guides investing in fast-moving markets.See omnystudio.com/listener for privacy information.

At the heart of every community lies a simple goal — to make everyday life a little better. That’s the driving force behind FairPrice Foundation’s renewed purpose to uplift lives and strengthen communities. From helping families access nutritious food to empowering the next generation through education and sustainability, the Foundation is redefining what it means for a business to give back. It’s not just about donations, but about leveraging FairPrice Group’s scale and network to create lasting, meaningful impact. Jean Khong, General Manager of FairPrice Foundation, shares how this renewed purpose is shaping its next chapter and how Singaporeans can be part of the journey.See omnystudio.com/listener for privacy information.

Big Pharma just rewrote the rulebook in the obesity-treatment race. Pfizer has won the bidding for Metsera after a showdown with Novo Nordisk. Dan Koh and Emaad Akhtar unpack how this US$10 billion move signals a pivot into GLP-1 drugs, why Novo walked away and what it all means for investors tracking the next trillion-dollar health-tech frontier.See omnystudio.com/listener for privacy information.

If you're an avid user of social media, you'll likely be very familiar with acronyms like IDK (I don't know), BTW (by the way), LMK (let me know) and IYKYK (if you know you know). But don't fret if you're not. The world of short-hand social media communication still flummoxes many. Emaad, Ryan and Audrey share 10 of the more common abbreviations that remain in the indecipherable category for these folks. 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 contributorsSee omnystudio.com/listener for privacy information.

With COP30 underway, governments are looking at how to meet ambitious climate and sustainability targets. But how does this all impact investors? Thomas Höhne-Sparborth. Head of Sustainable Investing at Lombard Odier Investment Managers, shares how these international goals are shaping sustainable investment. Produced and presented by Audrey Siek See omnystudio.com/listener for privacy information.

With the Dow closing above 48,000 for the first time and investors bracing for the U.S. government to finally reopen, markets are preparing for a flood of long-delayed economic data. Damian McIntyre, Head of Multi-Asset Solutions at Federated Hermes, breaks down how his team is positioning portfolios amid the uncertainty. We explore whether the market narrative has become too crowded around policy and inflation, how to identify deeper signals hiding beneath the noise, and where cyclical opportunities differ from structural shifts across asset classes. See omnystudio.com/listener for privacy information.

As COP 30 unfolds in Belém, Brazil — the gateway to the Amazon — world leaders are marking ten years since the Paris Agreement with a renewed focus on resilience, equity, and climate action that connects to real lives.From the launch of the global “Beat the Heat” initiative to efforts strengthening carbon markets and adaptation finance, the talks are moving from pledges to practical progress. Audrey Tan, Assistant News Editor, The Straits Times and Melissa Low, Research Fellow, NUS Centre for Nature-based Climate Solutions join the Breakfast Show to unpack what’s taking shape at this year’s COP and what it means for Singapore and the region.See omnystudio.com/listener for privacy information.

Artificial intelligence is changing the face of wealth management — not by replacing advisers, but by empowering them. From hyper-personalised portfolios to real-time risk analysis, AI is helping investors make sharper, faster, and more data-driven decisions. Amanda Ong, Singapore CEO, Arta Finance discusses how the shift from automation to augmentation is creating a new era of intelligent investing, where technology provides the insight, and humans provide the judgment. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Wall Street closed with a split performance as the Dow Jones surged to a new record, powered by healthcare heavyweights like Merck, Amgen, and Johnson & Johnson, while the Nasdaq slipped amid renewed pressure on AI-linked names. Meanwhile, new ADP data hinted at a cooling labor market, adding another layer of complexity for investors. With Washington inching closer to ending the historic government shutdown, we break down what these market moves say about shifting investor sentiment with Jason Britton, Founder and CIO of Reflection Asset Management. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

She left a stable career in government, risked financial ruin, and built a business that now changes hundreds of lives. In this episode of Mind Your Business, the Breakfast Show speaks with Lydia Lok, Founder, Curious Thoughts Academy & Curious Thoughts Giving to learn how she risked everything to build a social enterprise that bridges education inequality.See omnystudio.com/listener for privacy information.