US Tech Rally Still Has Legs

Santosh Rao, Technology Analyst & Head of Research, Manhattan Venture Partners

13-Feb-24 07:45

Pause
Embed

Last Friday the S&P 500 hit record highs on the back of investor enthusiasm over tech earnings and in anticipation of Fed rate cuts. Does this tech rally continue to have legs, or is there a reality check ahead? We discuss trends affecting US tech equities with Santosh Rao, Technology Analyst & Head of Research at Manhattan Venture Partners.

Image credit: Shutterstock.com

Produced by: Moh Heng Ying

Presented by: Wong Shou Ning, Keith Kam, Philip See

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

Categories: markets, technology, economy

Tags: apple meta tech, magnificent seven, tech stock,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Co-founders of WonderBrew, Joseph Poh (CEO) and Loke Boon Eng (COO) join us to share their story of transforming a hipster health drink into a mainstream Malaysian beverage.

12:00 PM

Just For Kicks

(REPEAT) The pundits gather around again to discuss English clubs' poor performances in Europe, as well as look ahead to match week 30 of the EPL!

1:00 PM

A Bit of Culture

(REPEAT) Kam and his two guests, Ahmad Yazid and Na'a Murad sit together to talk about life changing events, climbing Mount Everest and James Bond reboot.

2:00 PM

Ringgit & Sense

(REPEAT) Harvindar Singh, Managing Partner of Harvey & Associates talks about individual tax reliefs and tips for filing one's taxes.

2:30 PM

The Property Show

(REPEAT) Sebastian Beltran Cuevas of Verdant Solar explains the costs, savings, and risks of rooftop solar for homeowners.

3:00 PM

Best of The Bigger Picture

(REPEAT) Do you want to be strong or look swole? Do these two always go hand-in-hand? We dive into what building strength means and why it matters for everyone.

4:00 PM

Best of Evening Edition

(REPEAT) The Charm in Malaysia’s Old Flats

5:00 PM

BBC World Service

Tony Juniper, an environmentalist who has worn many hats over the course of his career, speaks to Professor Jim Al-Khalili about his enduring love for nature and hopes for the future.

PROGRAMMES