Listen "Tired of Tariffs"
Episode Synopsis
In this week's episode Jarick Seet is stepping in for Thilan as today's host. Jarick opens today's episode by talking about how markets are currently fatigued from Trump's tariffs reflecting in investors' actions over the past week. Krishna comes on to talk about ST Engineering and why he believed fundamentally the stock looks weak explaining his downgrade to a HOLD.Jarick also explains his downgrade to a HOLD of Singapore Post where he believes management lacks the long-term strategy as a non-essential asset is being held on to. Jarick also goes through Marco Polo Marine and why he believes this quarter's earnings warrants the company another chance as the storm seems to have passed.Edited by Xuan Hao, Bruce
More episodes of the podcast ASEAN Speaks
Dominance of China's EV Supply Chain
03/12/2025
Banking on Resilience
10/11/2025
Momentum, Money & Markets
03/11/2025
Exhaustion or Opportunity?
13/10/2025
Singapore's Big Build
29/09/2025
Shopee, Starlink & Stocks
15/09/2025
Telcos, Taxis and Banks
08/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.