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Credit Suisse Weekly


  • Markets fuelled by wild speculation

  • We believe that market rose last week due to nothing more than wild speculation and short covering. All the economic data suggested that there was no grounds for this optimism.
  • Monday, June 09 - 2003 at 17:00
  • A new outlook for commodity stocks

  • The commodities industry is at the trough of the cycle and is in a transition phase to new growth. It is not just crude oil that has turned up but metals are also showing new strength.
  • Monday, June 02 - 2003 at 17:06
  • US stimulus package implications

  • With US economic stimulus plan passed, we reiterate our preference for the pharmaceuticals and energy sectors. Our crude oil price assumptions are towards an average of USD28.50 for this year. And we have added two stocks to our recommendation list that benefit from the weak US dollar.
  • Tuesday, May 27 - 2003 at 09:27
  • Specific weak US dollar stock plays

  • Rigorous cost cutting exercises should support the market, but weak economic fundamentals and strong Euro point to a range bound market. We are increasingly confident about gold reaching USD425/450 this year. We also continue to favour the energy sector.
  • Monday, May 19 - 2003 at 14:37



Index : Credit Suisse Weekly : Page 4
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