Credit Suisse Weekly

Value and growth style investing
We continue to stress the importance of understanding the two styles of investing, namely value and growth. We stress both styles because historically style rotation out of value and into growth, and vice versa have occurred with a level of unpredictability. Going forward, an approach that covers both styles and an active management will be the recipe of success in investing in the equity markets.
Wednesday, April 18 - 2001 at 01:00

Investments via equity funds
After this year's big decline in equity markets valuations have reached reasonable levels. We feel that investors should turn slightly more positive on equities under a medium term view.
Tuesday, April 10 - 2001 at 23:00

Close to bottom but still some distance from recovery
The 1Q01 earnings season will start soon. Markets will remain volatile and look for guidance regarding 2Q01. We remain cautious on equity markets in the short-term even though valuations start to look attractive. We might be close to bottom but we are still at some distance from a recovery.
Tuesday, April 03 - 2001 at 22:00

Be a smart shopper
If the stock exchange is a department store, and the stocks are the merchandises, then it will be the only store in the world that customers run away from a sale. Perhaps they will only come back when these items are no longer selling at marked-down prices, but rather at an inflated one! So, be a smart shopper; be selective and go for bargains.
Tuesday, March 27 - 2001 at 21:00

Final leg of a correction has historically been very volatile
The declines over the last few weeks and the lower interest rates have brought us somewhere closer to the bottom. However, the still deteriorating earnings visibility means that a sustainable recovery will need more time to materialise. Temporary rallies can be expected but they will be of technical rather than of fundamental nature and will be used by investors to reduce overweight positions.
Tuesday, March 20 - 2001 at 20:00

Defensives and selected cyclicals are the preferred stocks
After the sharp deterioration of economic fundamentals in February it is too much of a bet to place new money in growth sectors at the current point in time. This offers opportunities for sectors, which generate stable earnings (defensives) and sectors that benefit from lower interest rates (cyclicals).
Wednesday, March 07 - 2001 at 19:00

Fine tuning of forward looking expectations
Continued negative news flow from 'blue chip' technology companies should keep sentiment weak, but at the same time, should also help further fine-tune forward looking expectations to incorporate a feeble revenue growth regime.
Tuesday, February 27 - 2001 at 18:00

Market volatility expected
The pace of technological advancement has shortened the product cycle. In an industry where being first is almost as important as being right, there has never been a higher premium on the ability to innovate
Tuesday, February 20 - 2001 at 17:00