Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold
About this episode
The episode discusses Lululemon's disappointing earnings, S-REITs' yield opportunities, Nvidia's acquisition, and the Dutch central bank's gold reserve movements amidst changing geopolitical perceptions.
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. Meanwhile, DBS analysts see a stronger yield opportunity in S-REITs than Singapore bank dividends. What has changed in the income equation? Michelle Martin also looks at what falling US bond yields mean for tech stocks before playing Up or Down on Nvidia’s US$12.9 billion Hugging Face acquisition, SpaceX’s return to the US$2 trillion club and Volkswagen’s plan to cut 50,000 jobs. Plus, why is the Dutch central bank moving part of its gold reserves away from the US - and does it tell us anything about changing perceptions of geopolitical risk? See omnystudio.com/listener for privacy information.
More episodes of Live Well with Michelle
- Advanced Diagnostic Tests the Super Health-Conscious are opting for
- Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?
- Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall?
- AstraZeneca enabling precision diagnostics across Asia
- Money and Me: Higher Rates and Investors Positioning
- Market View: Musk vs Altman Escalates, ComfortDelGro’s Copenhagen Win & Is the Fed About to Hike?
Explore listener stats, chart rankings, contacts and more on the Live Well with Michelle podcast page.