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) Can sports ethics build stronger, more ethical companies? We speak with Paresh Subramaniyam, Founder and CEO of Engage Life, to explore how the timeless values of sports—like fair play, resilience, and discipline—can change today’s workplace culture.

12:00 PM

Popcorn Culture

(REPEAT) We review Keluang Man and look at some of our favourite characters from our childhood.

1:00 PM

Cruise Control

(REPEAT) Fancy a used McLaren MP4-12C at a very reasonable price? Tune in to hear what are the pros and cons of getting a sports car.

2:00 PM

Matt-Splained

(REPEAT) Rich and Matt look at this remarkable rise and fall of EVs and ask if the continued rise of the EV in the 21st Century EV is inevitable and unstoppable?

3:00 PM

Earth Matters

(REPEAT) We speak to three researchers to learn more about how we can coexist with macaques peacefully.

4:00 PM

Bar None

(REPEAT) Former national tennis player Adam Jaya shares his experience being a professional athlete and his training routine.

5:00 PM

BBC World Service

BFM presents the BBC World Service, which provides in-depth coverage of issues from around the world.

PROGRAMMES