Market View: Sea Limited, A2 Milk, Meituan – Profits, Babies & Bets on Brazil

05/14/25 • 24 min

From Singapore to Brazil, markets are on the move — but where are investors placing their bets?

Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Sea Limited’s dramatic swing back to profit, the mixed fortunes of AEM and Prime US REIT, and why A2 Milk is being called a China proxy.

Plus, we track Meituan’s $1B Brazil expansion, GD Culture’s wild crypto gamble, and eToro’s IPO buzz. On the local front, STI struggles at 3900, while Yangzijiang Shipbuilding and Mapletree Logistics Trust shine.

We also spotlight Keppel’s energy grid play with Huawei and ST Engineering’s stumble.

See omnystudio.com/listener for privacy information.

From Singapore to Brazil, markets are on the move — but where are investors placing their bets?

We also spotlight Keppel’s energy grid play with Huawei and ST Engineering’s stumble.

See omnystudio.com/listener for privacy information.

Previous Episode

Money and Me: From Cash Kings to Smart Allocators – Morningstar’s Best Fund Bets Now

Cash is no longer king — but where can discerning investors redeploy with confidence?

Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts.

Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches.

We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts.

If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen.

Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.

See omnystudio.com/listener for privacy information.