Difference in returns between cyclicals, defensives, financials and TMT has been falling sharply.
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Tuesday, April 29 - 2003 at 11:19
SAP - mixed set of results vs expectations but great compared to the competition.
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Monday, April 21 - 2003 at 11:15
War in Iraq expected to end soon, economic data and company earnings to be the focus in...
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Tuesday, April 15 - 2003 at 10:28
ECB leaves rates unchanged despite further signs of a deteriorating underlying economy.
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Tuesday, April 08 - 2003 at 18:26
Since the start of the War in Iraq, investors have cast aside economic data and corporate...
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Monday, March 31 - 2003 at 10:24
We recommend locking in any profits made during the recent run-up and lighten up on high beta...
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Tuesday, March 25 - 2003 at 18:20
On a cautionary note, vis a vis the situation in Iraq, we would urge investors to remain...
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Monday, March 17 - 2003 at 16:49
The DJ EUR Stoxx 50 closed the week 7 per cent lower at EUR 1992.45 amidst rising geopolitical...
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Monday, March 10 - 2003 at 16:58
We reiterate our call to focus on dividend yield as the gap between equity dividend yield and...
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Monday, March 03 - 2003 at 14:55
Besides focusing on stocks with attractive dividend yields, we would focus on companies which are...
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Tuesday, February 25 - 2003 at 12:01
Monday, February 17 - 2003 at 15:24
The markets declined last week mostly due to concerns related to war on Iraq after President W....
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Thursday, February 13 - 2003 at 17:19
Key performance indicators of Vodafone and 4Q license revenue of SAP confirm that these two...
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Thursday, February 06 - 2003 at 12:00
While the FTSE 100 fell below its Sept/Oct low this week, we expect other European markets to...
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Monday, January 27 - 2003 at 16:47
We reiterate the positive earning momentum of the telecom sector. A combination of continuing...
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Monday, January 20 - 2003 at 15:04