Newsflow for the technology companies have been mixed so far and we believe that prices are still...
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Tuesday, August 14 - 2001 at 09:08
2Q earnings were weak with outlook remaining cloudy as few companies offered much in terms of...
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Wednesday, August 08 - 2001 at 09:07
In light of the disappointing results and highly uncertain earnings outlook in many sectors, we...
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Tuesday, July 31 - 2001 at 09:06
The uncertain outlook for the US economy will continue to keep US stocks highly volatile with us...
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Tuesday, July 24 - 2001 at 09:05
With visibility on end-demand still clouded and the potential recovery to future earnings growth...
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Tuesday, July 17 - 2001 at 09:04
While we do not advocate chasing rising equity prices in a bull market regime, we do not suggest...
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Tuesday, July 10 - 2001 at 09:03
Sentiment improved after the Fed's action and speculation arose again as to the potential for an...
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Wednesday, July 04 - 2001 at 09:02
Stock markets are still hostage to corporate warnings. We expect the market to vacillate between...
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Tuesday, June 26 - 2001 at 09:01
We recommend incorporating Best International Managers Fund (BIM) into qualified clients'...
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Wednesday, June 20 - 2001 at 08:00
Triggered by weak economic data the euro continues to remain under pressure. We reiterate our...
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Tuesday, June 05 - 2001 at 07:00
Although we are quite convinced that we have seen the bottom, we do not anticipate a move into...
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Tuesday, May 29 - 2001 at 06:00
Apart from our proposed 'Value and Growth' strategy, we would like to re-emphasize the importance...
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Tuesday, May 22 - 2001 at 05:00
Over the last four weeks markets wanted to focus on the good news and hence sentiment changed...
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Wednesday, May 09 - 2001 at 04:00
Earnings reports and clouded outlooks in Europe do not excite investors. Markets are likely to go...
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Monday, April 30 - 2001 at 03:00
The FED rate cut could be the trigger for a shift from an earnings to an interest rate driven...
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Wednesday, April 25 - 2001 at 02:00