Cheap Stocks with Tail Risks vs Expensive Structural Plays

Ramakrishna Maruvada, Daiwa Capital Singapore

02-Nov-16 09:20

Cheap Stocks with Tail Risks vs Expensive Structural Plays

Pause
Embed

Cumulative profits for Singapore equities fell 22% y-o-y following heavy losses in the O&G services segment. Daiwa Capital sees bright spots in the banking sector with attractive valuations and ASEAN focused consumer play. Ramakrishna Maruvada was also a featured speaker at the Affin Hwang Capital Conference 2016 - Navigating Through Shifting Sands.

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:

Tags: Singapore equities, DBS Bank, REIT, Comfort Del Gro, Swiber, Singtel

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Roti Boy founder Hiro Tan joins us to share his incredible journey from making pau as a child to a pivotal turning point at Wisma Sentral that sparked a regional franchise.

12:00 PM

Just For Kicks

(REPEAT) We return from the international break, raring to go ahead as the pundits look ahead to Matchweek 4 of the English Premier League, including the Manchester derby on Sunday.

1:00 PM

A Bit of Culture

(REPEAT) Kam Raslan and his two guests, Michael Gong and Ahmad Yazid to talk about the appeal of action sports, the joy of missing out and what was it like growing up back then.

2:00 PM

Ringgit & Sense

(REPEAT) Idham Idris, Director of Corporate Treasury Investment Services at Wealth Vantage Advisory talks about financial goals in your 40s and 50s.

2:30 PM

The Property Show

(REPEAT) Patrick Au, CEO of VYROX discusses how the smart home technology has evolved over the years.

3:00 PM

Best of The Bigger Picture

(REPEAT) We speak with Nalini Elumalai, one of the key coordinators of the Gerakan Mansuh ISA rally in the mid-2000s, about the struggle to abolish the draconian law and the lessons learned along the way.

4:00 PM

Best of Evening Edition

(REPEAT) We speak to Dewan Rakyat Speaker, Tan Sri Dato' Johari bin Abdul about the Indonesian protests and what it says about parliamentary accountability.

5:00 PM

BBC World Service

This episode of People Fixing The World focuses on a new method of farming that is helping the farmer’s community in Malawi.

PROGRAMMES