US Tech Is Pricey, Be Warned

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management

02-Feb-24 07:00

Pause
Embed

US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.

Image credit: Shutterstock.com

Produced by: Mike Gong

Presented by: Wong Shou Ning, Philip See

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

Categories: technology, markets, economy

Tags: big tech us amazon microsoft apple, indian equities china economy,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Fong Wai Hong, Chieftain & Co-Founder of StoreHub, joins BFM’s P&L for Part 2 of our series on "The New Math of Business Building, Powered by AI."

12:00 PM

Just For Kicks

(REPEAT) It's a baptism of fire for new Manchester United interim manager Michael Carrick as his side welcome Man City at Old Trafford. We preview this match, and other fixtures on Matchweek 22 of the EPL.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Dhanya and Kar Jin return to talk about the simulation hypothesis, performative reading and whether people are still going to the cinemas.

2:00 PM

Ringgit & Sense

(REPEAT) Kevin Neoh, licensed financial planner at VKA Wealth Planners, discusses on sticking to personal finance resolutions in the new year.

2:30 PM

The Property Show

(REPEAT) Dr. Suraya Ismail of Khazanah Research Institute discusses homeownership and housing affordability in Malaysia.

3:00 PM

Best of The Bigger Picture

(REPEAT) We speak to Vijay Prashad, he director of the Tricontinental Institute For Social Research, to hear his thoughts on Venezuela, Iran and American Imperialism

4:00 PM

Best of Evening Edition

(REPEAT) We unpack the idea of sleep with psychologist Julian Lim and find out how we can achieve a good night’s sleep amidst hectic lifestyles.

5:00 PM

BBC World Service

Roland Pease talks to Andy Rivkin, planetary astronomer at the Johns Hopkins University Applied Physics Laboratory, about planetary defence from asteroids

PROGRAMMES