Given the uncertain environment and the still high earnings expectations, we expect further...
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Monday, January 13 - 2003 at 14:54
S&P 500 ended with a performance of -23.37 per cent for the year 2002. For the coming months,...
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Tuesday, January 07 - 2003 at 09:42
The Euro STOXX50 closed the week 4 per cent lower at 2429.42. The decline was mainly driven by...
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Monday, December 16 - 2002 at 14:46
European markets waited for the ECB's meeting on Thursday when the 50bps cut we have expected was...
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Monday, December 09 - 2002 at 15:17
Despite the economic figures released this week showing a mixed picture we believe that there is...
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Tuesday, December 03 - 2002 at 12:41
Despite our trading call, our fundamental stance remains unchanged in that we believe there is a...
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Tuesday, November 26 - 2002 at 12:39
Amidst earning releases from several financial companies, investors looked over the current...
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Monday, November 18 - 2002 at 17:00
The ECB and BoE left interest rates unchanged, however the possibility that at least the ECB will...
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Monday, November 11 - 2002 at 15:27
We only expect the FOMC to lower interest rates. This remains a rally in a bear market rather...
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Tuesday, November 05 - 2002 at 15:01
We recommend reducing portfolio positions as we expect markets to react negatively to downward...
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Tuesday, October 29 - 2002 at 10:28
We see the recent rally as a rebound from technically oversold levels and believe that the...
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Tuesday, October 22 - 2002 at 09:32
The ECB and the BOE left the benchmark unchanged. The ECB believes that the problem with the...
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Monday, October 14 - 2002 at 16:47
The week was filled with the much expected economic indices coming from the US (ISM manufacturing...
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Monday, October 07 - 2002 at 18:12
Equity markets have reached an important inflection point. With key economic data (ISM, US...
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Monday, September 30 - 2002 at 16:49
With these volatile markets, we believe gold mining stocks could offer an alternative to...
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Monday, September 23 - 2002 at 20:39