BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Credit Is Looking Sexy Again

Credit Is Looking Sexy Again

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

12-Dec-22 07:00

Credit Is Looking Sexy Again

Analysts have been reluctant to cut earnings estimates but with margin compression and a slowing economy, this may be inevitable. What does this mean for equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us. 


Image credit: Shutterstock

Produced by: Michael Gong

Presented by: Wong Shou Ning, Chong Tjen San


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

Categories:  economymarketsinternational

Tags:  creditequity marketseconomic recession





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

Best of Enterprise

(REPEAT) We explore the move from “prime time” to “scroll time” with Amin Ashaari, Co-Founder of SoyaCincau.

12:00 PM

Just For Kicks

(REPEAT) After the North London Derby, Arsenal will now have to face Liam Rosenior's Chelsea. Will they pass this test? Our pundits share their thoughts and look ahead to the weekend's games.

1:00 PM

A Bit of Culture

(REPEAT) Kam, Michael Gong and Sudais Ferhard get together to talk about Nostradamus, revenge of the nerds and Seedance videos that are wildly popular now.

2:00 PM

Ringgit & Sense

(REPEAT) Yuvarajan Periyan, licensed financial planner and co-founder of Uno Advisers talks about 'Pig Butchering' scams.

2:30 PM

The Property Show

(REPEAT) Datuk Ho Hon Sang, REDHA President discusses Malaysia’s resilient property market and 2026 outlook.

3:00 PM

Best of The Bigger Picture

(REPEAT) We often hear about neighbourhoods being evicted, houses being torn down and communities organising against the state government or private developers. In this episode, we discuss the politics of eviction in Malaysia.

4:00 PM

Best of Evening Edition

(REPEAT) A Skeptic’s Take on the Epstein Files

5:00 PM

BBC World Service

The Life Scientific speaks to neuropsychologist Professor Julia Simner, who runs the Multisense lab at the University of Sussex and has pioneered research into understanding how special brains process our sensory world in special ways.