Credit Suisse Weekly
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 investors' decisions.
- Tuesday, April 15 - 2003 at 10:28
War and upcoming quaterly results to add to market volatility
- ECB leaves rates unchanged despite further signs of a deteriorating underlying economy.
- Tuesday, April 08 - 2003 at 18:26
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 fundamentals.
- Monday, March 31 - 2003 at 10:24
Relief brought by the war
- We recommend locking in any profits made during the recent run-up and lighten up on high beta stocks to focus on defensive, dividend playing stocks
- Tuesday, March 25 - 2003 at 18:20
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 defensive in context of what we believe to be an overall downtrend for US Stock indices.
- Monday, March 17 - 2003 at 16:49
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 uncertainties and a strengthening Euro.
- Monday, March 10 - 2003 at 16:58
Auto Part Manufacturers: safer play than carmakers
- We reiterate our call to focus on dividend yield as the gap between equity dividend yield and cash seems to be growing especially given further rate cuts by the ECB.
- Monday, March 03 - 2003 at 14:55
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 able to increase their market share.
- Tuesday, February 25 - 2003 at 12:01
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