5 November 2024
Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks
Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Aletheia Capital Equity Research. Both explore the implications of record-high gold prices for investors. Together, they dive into industries and stocks set to benefit from the bullion surge, including insights on jewelry companies in Hong Kong and Singapore.
Discover key growth drivers and potential risks, along with Nirgunan's perspective on stocks listed on Singapore and Hong Kong's stock exchanges that could offer value and round of the discussion with what's sparkling in investors eyes on the back of the rising middle class and consumer trends like Asians taking to courtiship rituals traditionally associate with the West.

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28 August 2024
Money and Me: Do Thai Consumer Stocks have room to run?
Could Thai consumer stocks - currently trading at more than two standard deviations from their 10 mean EV/EBITDA valuation - benefit from determined fiscal measures following the election of 37 year-old Paetongtarn Shinawatra as PM, a weak Baht, and measures to prime for a tourism boom? We find out with Nirgunan Tiruchelvam, Head of Consumer and Internet , Alethia Capital Equity Research.

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2 July 2024
Money and Me: Is the Party Over for SEA Limited?
Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operating expenses in the e-commerce segment. He discusses the competitive threats from TikTok, Temu, and Shein, and the impact of the TikTok-GoTo tie-up on SEA Limited's market share. Explore the decline in SEA’s gaming segment and the prospects for sustainable EBITDA generation amid rising costs. Listen in for a great conversation on SEA Limited's strategic and financial outlook.

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18 June 2024
Money and Me: Bird Flu fears and the rise of ASEAN meat stocks
In Singapore, authorities have advised people not to touch or feed wild birds as a precaution against Avian Flu or H5N1. There have been no cases here so far. Australia however, has reported its first human case of avian influenza. It was the first instance of detection of the H5N1 strain in a person or animal in the country. The child who was severely unwell has since made a full recovery. To date, 7 poultry farms in Australia have been hit by the highly pathogenic avian influenza. The World Health Organisation (WHO) in June reported the first human casualty of the H5N2 strain of Bird Flu. The death took place in Mexico. In the US, top CDC officials have called for more testing of humans and animals. As chicken farms from the US to Australia  grapple with the fears of the spread of avian influenza, what does this mean for ASEAN meat stocks? Are chicken prices about to rise? Michelle Martin finds out with Alethia Capital's Nirgunan Tiruchelvam.

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4 April 2024
Money and Me: Hot stocks to watch as the mercury rises
Michelle Martin and Nirgunan Tiruchelvam Head of Consumer and Internet, Alethia Capital Equity Research, discuss stocks that could benefit from us all trying to cool off.

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13 March 2024 
Money and Me: Stocks that could benefit from the Swift Effect
Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research and Michelle Martin look at 3 stocks that could benefit if Singapore continues to host more iconic events like the Taylor Swift concerts that sees large inflows of consumer spends.

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1 February 2024 
Money and Me: Red Sea Chaos and Commodity Prices
To what extent will chaos in the Red Sea impact commodity counters? Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, Equity Research.

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12 January 2024 
Money and Me: Bitcoin ETF first day of trade, no sell-off seen
Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research look at interesting highlights after the first day of trade for US Bitcoin ETF's.

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10 July 2023
Money in the Market: How J&T Express' potential listing may be a proxy to TikTok's ascent
J&T Express, a leading e-commerce logistics company in Southeast Asia & China, has recently filed for an IPO listing in the Hong Kong Stock Exchange. Although no details of the fundraising size and timeline has been revealed, sources say the proposed sale share is expected to raise between $500 million to $1 billion. This would make it one of the largest Hong Kong issues in 2023. J&T Express is the market leader in ASEAN and is a fledgling player in China. And this IPO, if successful, could be viewed as a proxy for TikTok’s e-commerce ascent. On Money in the Market, Hongbin Jeong speaks to Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, and the author of the book "Investing In The COVID Era", to find out more about the significance of this listing.

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13 March 2023
What's Trending: What you need to know about SVB's collapse and it's impact on Singapore
Over the weekend with the sudden collapse of Silicon Valley Bank sent shockwaves through the start-up community. As investors start the week trying to figure out the implications from the fallout from the bank run on Silicon Valley Bank, the Fed, Treasury Department and Federal Deposit Insurance Corp are taking steps to shore up confidence in the banking system after SVB’s failure spurred contagion concerns. But how does this impact those in Asia? What kind of exposure does this have on Singapore? On What's Trending, Hongbin Jeong speaks to Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, and the author of the book Investing In The COVID Era, to find out more.

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17 February 2023

Money in the. Market: Is TikTok now a big threat to incumbents GoTo, Sea & Lazada?
TikTok’s e-commerce foray has made serious inroads in ASEAN. But what does this mean for the incumbents GoTo, Sea and Lazada? On Money in the Market, Hongbin Jeong speaks to Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, and the author of the book "Investing In The COVID Era", to find out more.

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5 January 2023

Money in the Market: Is this the golden opportunity to buy Chinese shares?
Chinese shares are off to a strong start in 2023, putting behind a dismal year as signs of the second largest economy are turning friendlier to both the outside world and its own entrepreneurs. Chinese market is looking like an investor darling again, as optimism about the eventual benefits of the abrupt end to Covid curbs outweighs concerns over the short-term pain. So can Chinese equities continue this momentum for the rest of the year? And what stocks are set to benefit the most out of the reopening rally? On Money in the Market, finance producer Hongbin Jeong speaks to Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital to find out more.

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15 November 2022
Money in the Market: Does the current crypto turmoil have any possible risks for mainstream finance?

The downfall of FTX has hit headlines in recent days, creating turmoil in the crypto space. Not only has the collapse of the crypto exchange affected retail investors, institutions were also affected. On Money in the Market, Nirgunan Tiruchelvam, Head of Consumer and Internet at Alētheia Capital, joins us to tells us more about what the downfall of FTX means for the crypto world and how much this sets cryptocurrencies back in terms of gaining legitimacy.

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20 October 2022
Money in the Market: Earnings season update and investing in the Metaverse
MONEY FM 89.3 Anchor, Rachel Kelly, and DividendTitan.com's Willie Keng, speak to  Nirgunan Tiruchelvam, Head of Consumer and internet at Alētheia Capital about whether now is the time to invest in the Metaverse, the latest earnings season trends, and whether earnings seasons holds the key to the stock market bottoming out.

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25 July 2022
Money in the Market: What does an inverted yield curve mean for commodities?
Since 1970, every inversion of the yield curve has been followed by a US recession within 12-14 months. But this time, Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer says an inverted yield curve may not herald a recession but rather a commodity super cycle. Rachel Kelly finds out more.

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20 June 2022
Money and Me: Good news from the inverted yield curve?
On June 13th interest rates flipped on U.S. Treasuries, with short-term bonds paying more than long-term bonds. What does history say about the unusual occurrence? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer makes the bullish case for commodities in conversation with Michelle Martin.

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24 May 2022
Influence: Should you buy GRAB and hold SEA?
In light of the tech collapse, where are SEA emerging market tech names SEA and GRAB going? Are the companies in terminal decline or will they stabilize?  Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.

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11 April 2022
Influence: Is GoTo’s IPO overvalued amid a plateauing tech landscape?
GoTo has announced plans for a US$1.26bn IPO on the Indonesia Stock Exchange, valuing the company at US$26-29bn, but Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer says it could be overvalued given the tepid tech landscape for 2022. Find out why with Michelle Martin.

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4 March 2022
Influence: Which stocks could surge?
Nirgunan Tiruchelvam, Head of Consumers Equity Research, Tellimer Research shares with Michelle Martin his takes on winners in the commodities market, and who stands to gain from rising prices amid the Ukraine conflict.

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24 January 2022
Influence: The Nasdaq just had its worst week since 2020. What’s next?
On Friday, the Nasdaq Composite index declined 2.7%, sending tech stocks into correction territory and seeing their worst week since 2020. Where can the Nasdaq go after this? Michelle Martin gets some answers from Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.

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19 January 2022
SPAC Special: Analysing upcoming SPACs set to list in Singapore
Vertex Technology Acquisition Corp, Novo Tellus Alpha Acquisition and Pegasus Asia are all slated to list on the Singapore Stock Exchange in the next few weeks, with VTAC set to trade tomorrow.
The upcoming SPAC listings mark a much-needed revival for the SGX, which has long struggled to compete with the U.S. and Hong Kong for heavyweight tech IPOs.
Prime Time's Rachel Kelly and Melissa Hyak spoke to Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research to take a closer look at the upcoming offerings.

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21 December 2021
Lessons from 2021 And What To Look Out for in the Year Ahead
The year that was saw markets in Singapore hold on to encouraging gains, though it markets weren't short of challenges from new COVID variants, inflation, and meme stock volatility, to name a few. Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research, joined us on Prime Time to talk about his biggest takeaway from the markets and what he's hopeful for in the year ahead.

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9 September 2021
Market View: Discussing SPH's Upcoming EGM and SPACs in Singapore
It's been a memorable last couple of days for Singapore markets, with many anticipating the upcoming EGM by Singapore Press Holdings, where shareholders of this station's parent set to vote on whether or not to spin off the media arm into a company by limited guarantee. In addition, many are still taking stock of the SGX becoming the first major exchange in the Asia-Pacific to open the door to SPAC listings. Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research, joined us on Prime Time to discuss.

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12 August 2021
What's the latest on Grab going public in the US?
Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer speaks to Prime Time hosts Timothy Go and Rachel Kelly to discuss the US$40 billion Grab and Altimeter Capital Management deal, as well as some possible challenges for Grab in the year ahead.

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3 June 2021
Companies To Watch: Zoom
Zoom generated a quarterly revenue of $956 million, above the $910 million Bloomberg consensus, and up a healthy 191% from the prior year. But, with the pandemic easing in some countries due to vaccine rollouts, can the company continue to see strong results? Nirgunan Tiruchelvam, Head of Consumer Equity Research, Tellimer Research gives his analysis.

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12 May 2021
Money and Me: Should we be looking away from disruptive stocks towards a reflationary trade?
Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer and author of the book, Investing in the COVID era discuss the outlook on Zoom, Uber as a disruptive stock, Beyond Meat's valuation, Comfort Delgro, Singapore Airlines' outlook and restaurant stocks.

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6 April 2021
Market View: Consumer Power and Social Media Backlash Against Foreign Retailers in China
Though socially conscious investors have heaped pressure on retailers regarding ethically sourced cotton and alleged human rights abuses in China's Xinjiang region, brands like H&M and Nike have begun to face boycotts in China from consumers accusing them of spreading lies regarding Xinjiang. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer, spoke to us on Prime Time about the difficult predicament facing retailers regarding ethical concerns, and how to approach the growing power of the Chinese consumer.

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26 March 2021 
New book unveils major post-Covid investable themes for the lay investor
How can you spot investment opportunities given the major investment turning points during the pandemic? From airline stocks, e-commerce platforms, silver, to rubber, Michelle Martin dives into the book “Investing in The Covid Era” with the book’s author Nirgunan Tiruchelvam.

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4 February 2021
Companies to Watch: iFast
Despite not gaining a digital banking licence, iFast's business units continued to register strong growth and higher profits throughout the Covid-19 pandemic. And this week iFast has been awarded a contract to digitise Hong Kong’s retirement funds system in a consortium with Hong Kong billionaire Richard Li's PCCW. Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research shares more about how this might contribute to iFast's projected earnings and delves into why retail investors have been favouring the stock.

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29 December 2020
Market View: Sectors to watch in 2021
Prime Time's Rachel Kelly speaks to Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research to find out his outlook for the year ahead and which sectors he will be keeping an eye on in 2021.

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17 December 2020
Companies to Watch: Medtecs International
Medtecs International, which manufactures personal protective equipment (PPE), had their revenue increase more than five-fold and its net profit for the period surged nearly 20-fold from US$426,000 to US$84.6 million, for the first 9 months of 2020. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer shares how it managed to optimise its output and how Medtecs might capitalise on policymakers' efforts to stockpile PPE to prepare for future pandemics.

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29 October 2020
Companies to watch: Nanofilm
Nanofilm Technologies, which specialises in advanced materials and nanoproducts, and is the spin-off company of Nanyang Technological University, is set to list on the SGX tomorrow. The listing is created a buzz as it's set to be the first tech unicorn on the local bourse. But, what are the expectations for the IPO? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer gives his analysis and whether this could be a tipping point for more IPOs in the tech space in Singapore.

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20 October 2020
Market View: Why Tellimer Remains Skeptical Over Sea Ltd's Prospects
Are there cracks behind Sea Limited's remarkable rise that makes them one of the year's best performing stocks across the world? Tellimer's Head of Consumer Sector Equity Research Nirgunan Tiruchelvam joined us on Prime Time to lay out the questions and issues they have with regards to Sea Limited, and some of the challenges that may face the firm's e-commerce and gaming arms.

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3 September 2020
Are Diamonds on Discount?
The saying goes - diamonds are a girl's best friend… but could they also be an investor’s best friend? It was recently reported that De Beers, the world’s top diamond producer, has decided to cut the price of its gems in hopes of boosting sales. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research from Tellimer shares his forecast for diamond prices.

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15 June 2020
Market View: 15 June
In Market View, Rachel Kelly spoke to Nirgunan Tiruchelvam, head of consumer equity research at Tellimer.

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