Credit Suisse Weekly
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Consolidation still in progress for the US technology sector
Newsflow for the technology companies have been mixed so far and we believe that prices are still... Read full article »
Outlook remains uncertain with little reassurances from companies
2Q earnings were weak with outlook remaining cloudy as few companies offered much in terms of... Read full article »
Diversify into sectors with better earnings visibility
In light of the disappointing results and highly uncertain earnings outlook in many sectors, we... Read full article »
Uncertain outlook to keep US markets volatile
The uncertain outlook for the US economy will continue to keep US stocks highly volatile with us... Read full article »
Continue to remain cautious on technology issues
With visibility on end-demand still clouded and the potential recovery to future earnings growth... Read full article »
Cautious approach to accumulating technology stocks at the current time
While we do not advocate chasing rising equity prices in a bull market regime, we do not suggest... Read full article »
Volatile weeks to accompany the July reporting period
Sentiment improved after the Fed's action and speculation arose again as to the potential for an... Read full article »
Diversify your portfolio
Stock markets are still hostage to corporate warnings. We expect the market to vacillate between... Read full article »
Best International Managers Fund
We recommend incorporating Best International Managers Fund (BIM) into qualified clients'... Read full article »
Underweight on Europe in a global asset allocation
Triggered by weak economic data the euro continues to remain under pressure. We reiterate our... Read full article »
It's not too late to invest in funds
Although we are quite convinced that we have seen the bottom, we do not anticipate a move into... Read full article »
Alternative Investments
Apart from our proposed 'Value and Growth' strategy, we would like to re-emphasize the importance... Read full article »
Adopt a contrarian style: 'Buy in May and go away'!
Over the last four weeks markets wanted to focus on the good news and hence sentiment changed... Read full article »
Optimism is appropriate under a long term view
Earnings reports and clouded outlooks in Europe do not excite investors. Markets are likely to go... Read full article »
Balanced risk exposure is crucial
The FED rate cut could be the trigger for a shift from an earnings to an interest rate driven... Read full article »
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