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Sunday, November 22 - 2009

We expect European markets to fall below the levels of July 24, 2002

Despite September 11 out of the way we see no reasons for relief. This week's focus will be on... Read full article »
Monday, September 16 - 2002 at 17:32

We expect another volatile week ahead and recommend using strength to reduce positions

Apart from political uncertainties the lack of convincing macroeconomic data and no signs of an... Read full article »
Monday, September 09 - 2002 at 16:17

Disappointing mid quarter updates have brought investors back to reality

With the summer holiday period ending and after a period of little but slightly more positive... Read full article »
Wednesday, September 04 - 2002 at 09:13

Cut in chip manufacturers capital spending

After a rally of almost 16% since the lows on July 24, markets are due for a pause as macro-... Read full article »
Tuesday, August 27 - 2002 at 12:41

Technology stocks rise, but fundamentals remain weak

Technology stocks regained some ground, despite a continuing low earnings visibility for most of... Read full article »
Monday, August 19 - 2002 at 15:17

A short rally, but uncertainties on fundamentals remain over the short term

The aerospace/defence sector could be the gainer this year. YTD the index has a total return of... Read full article »
Wednesday, August 14 - 2002 at 08:59

New legislation and the market risk

NASDAQ - Technology stocks took a hit amid concerns of continued weakness in the economy. EUROPE... Read full article »
Monday, August 05 - 2002 at 18:06

A setback on a disappointing guidance out of Taiwan

American International Group Inc. (AIG, $56.82, CSFB recommendation: Strong buy) announced a 2Q'... Read full article »
Tuesday, July 30 - 2002 at 15:54

Current quarter reports have given a better view of what we have to expect till the end of the year.

In the short-term it is difficult to defend our slightly more positive long-term stance on... Read full article »
Monday, July 22 - 2002 at 18:32

Recommendation update

Boeing Co. (BA, USD40.15, CSFB recommendation: Buy) is expected to make public its 2Q02 result on... Read full article »
Tuesday, July 16 - 2002 at 17:11

US Technology

Growing scepticism after a fifth straight week of sharp decline in the Nasdaq Composite. On a... Read full article »
Tuesday, June 25 - 2002 at 11:11

US Technology: Searching for a trigger to lead into a new up-trend, as the earnings season starts.

Worldcom Inc. (WCOM, $1.595, CSFB recommendation: sell) price remains under pressure.... Read full article »
Wednesday, June 19 - 2002 at 12:43

US Technology mid-quarter updates cloud the expectations of a recovery.

Chip-maker do not see sufficient demand in the end market. We had expected Intel to meet those... Read full article »
Tuesday, June 11 - 2002 at 12:41

Use the current weakness to build up positions in Adecco, Allianz, Arcelor, Aventis, BNP and SAP.

European blue chips closed the week at the lowest levels since October 19, 2001. The Euro STOXX50... Read full article »
Tuesday, June 04 - 2002 at 13:04

Equity markets in Europe remained depressed for another week as economic data fail to convince inves

US consumer confidence for May will be made public on Tuesday. Consensus is expecting 110, higher... Read full article »
Wednesday, May 29 - 2002 at 08:51