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The bulk of the earnings reports will end this coming week
Difference in returns between cyclicals, defensives, financials and TMT has been falling sharply. Read full article »
Cautious view on analysts' expectations on corporate earnings
SAP - mixed set of results vs expectations but great compared to the competition. Read full article »
Earnings reporting season getting into full swing this week
War in Iraq expected to end soon, economic data and company earnings to be the focus in... Read full article »
War and upcoming quaterly results to add to market volatility
ECB leaves rates unchanged despite further signs of a deteriorating underlying economy. Read full article »
The re-insurers Munich Re and Swiss Re dominated news flow in the insurance sector
Since the start of the War in Iraq, investors have cast aside economic data and corporate... Read full article »
Relief brought by the war
We recommend locking in any profits made during the recent run-up and lighten up on high beta... Read full article »
We recommend focusing on our themes especially the 'energy' and 'dividend paying' themes
On a cautionary note, vis a vis the situation in Iraq, we would urge investors to remain... Read full article »
Performances of companies in the aerospace and defence sector - mixed for some time to come
The DJ EUR Stoxx 50 closed the week 7 per cent lower at EUR 1992.45 amidst rising geopolitical... Read full article »
Auto Part Manufacturers: safer play than carmakers
We reiterate our call to focus on dividend yield as the gap between equity dividend yield and... Read full article »
The DJ EUR Stoxx 50 closed the week roughly unchanged at 2208.25
Besides focusing on stocks with attractive dividend yields, we would focus on companies which are... Read full article »
Short-term cautious on the Tech sector
After hitting new lows, the European markets rebounded Read full article »
Uncertainty and nervousness likely to remain high
The markets declined last week mostly due to concerns related to war on Iraq after President W.... Read full article »
Once overall environment improves earning potential is good
Key performance indicators of Vodafone and 4Q license revenue of SAP confirm that these two... Read full article »
The FTSE 100 falls whilst other European markets retest their autumn lows
While the FTSE 100 fell below its Sept/Oct low this week, we expect other European markets to... Read full article »
Positive earning momentum continues in telecom sector
We reiterate the positive earning momentum of the telecom sector. A combination of continuing... Read full article »
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