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Sunday, November 22 - 2009

We added BNP Paribas to our recommendation list with a price target of EUR 65.

In Europe we remain cautious on the telecom and technology stocks in the short term but take a... Read full article »
Tuesday, May 14 - 2002 at 09:37

We reiterate our overweight position for pharmaceuticals

Without a single day in positive territory the Euro STOXX50 posted its worst weekly performance... Read full article »
Tuesday, April 30 - 2002 at 09:45

Earnings expectation for semiconductor companies in the US

We do not expect those companies to miss their forecasts on a broad base. Read full article »
Tuesday, April 16 - 2002 at 10:08

Mixed expectations in the US for the earnings season ahead

Business software makers continue to experience a hard quarter in achieving their numbers as... Read full article »
Tuesday, April 09 - 2002 at 15:56

Growing confidence over global economic recovery

The broad Euro STOXX 600 posted the first quarterly gain in two years. The index closed the first... Read full article »
Tuesday, April 02 - 2002 at 18:45

Markets to be slow and trend-less ahead of Easter Weekend

Given the shorter trading week ahead of Good Friday, we expect investors to stay on the sideline... Read full article »
Tuesday, March 26 - 2002 at 10:15

Basic stance towards European equities remains a positive one

We take our optimism from the fact that the earnings revision trend is bottoming and the number... Read full article »
Wednesday, March 20 - 2002 at 09:01

Cautiously positive on certain US Technology sub sectors

Positive mid-quarter updates coming from major US technology companies provided some relief in... Read full article »
Monday, March 11 - 2002 at 14:20

Increase the focus in Europe on the industrials

Stronger than expected economic data out of the US, Germany and France improved sentiments... Read full article »
Thursday, March 07 - 2002 at 12:31

Focus in Europe on a combination of economic sensitivity (cyclicals) and reliable growth (pharma).

European investors managed to shift their focus away from the accounting and earnings concerns... Read full article »
Thursday, February 21 - 2002 at 12:48

Maintain a conservative accumulation strategy.

While our view towards the technology sector is improving gradually, we believe last quarter's... Read full article »
Tuesday, February 05 - 2002 at 09:40

No major disappointments in Europe regarding 4Q01 figures.

Mr. Greenspan's slightly more optimistic tone during a senate hearing and Nokia's earnings report... Read full article »
Tuesday, January 29 - 2002 at 14:37

Still cautious on US Tech, buy on dips

A wide U-shaped recovery is the most probable outcome and we advise investors to keep their... Read full article »
Wednesday, January 23 - 2002 at 09:06

Stocks to buy in the US in the anticipated correction

Look for values after any significant corrections and accumulate stocks with proven track record.... Read full article »
Tuesday, January 15 - 2002 at 14:50

Cautious on US Tech as expecting some weakness to come

We continue to advise investors to be careful and avoid being too aggressive in buying technology... Read full article »
Wednesday, January 09 - 2002 at 13:14