ExxonMobil and Chevron have delivered strong quarterly profits - but how much of that earnings strength can last? Lance Alexander and Willie Keng, Founder of Dividend Titan examine what lies behind Big Oil’s cash generation, whether refining offers protection when oil prices change, and what shareholders can expect from dividends and buybacks.

Meanwhile, what does DBS need to reveal in its upcoming results about lending income, wealth management and dividend sustainability? And after the Bank of Japan’s rate hold, which Japanese businesses could benefit from higher borrowing costs - and how might the yen affect Singapore investors?

In Up or Down: AEM, UMS Integration and Frencken following Friday’s semiconductor sell-off. Have their investment cases improved, or do earnings risks justify caution? Plus, US midterm elections and the October jobs report: which could have the more lasting impact on markets?

See omnystudio.com/listener for privacy information.

Podden och tillhörande omslagsbild på den här sidan tillhör MONEY FM 89.3. Innehållet i podden är skapat av MONEY FM 89.3 och inte av, eller tillsammans med, Poddtoppen.