How is a 30-year-old fund manager beating China’s markets — and even the Dow?

Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart.

They also break down New World Development’s US$11B refinancing, Meta’s AI ambitions, and Trump’s tariff talk.

Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage.

And in Singapore, which counters are surging and who is lagging?  

Hosted by Michelle Martin with Ryan Huang.

Companies mentioned: New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.

See omnystudio.com/listener for privacy information.