Friday, August 22 - 2008

Offshore Investment


  • Thin markets, little change

  • Focus remains on the earnings reports that come in mainly above expectations, or at least in line with high expectations.
  • Monday, July 26 - 2004 at 15:27
  • Our view on inflation

  • Anticipating the evolution of inflation and interest rates is crucial for investors, now more than ever.
  • Saturday, July 17 - 2004 at 08:44
  • US rate fears dim

  • US figures last week were weak and suggested that interest rate rises will be slower than expected.
  • Monday, July 05 - 2004 at 17:59
  • All eyes on the Federal Reserve

  • Markets have been stuck in a holding pattern awaiting the US interest rate decision this Wednesday.
  • Tuesday, June 29 - 2004 at 09:37
  • Moving to defensive sectors

  • We prefer to stick to a strategy of moving away from cyclical to more defensive sectors.
  • Wednesday, June 16 - 2004 at 10:38
  • Not a good equity outlook

  • We fear 2005 will be a worrisome year for the equity markets and we would not be surprised to see indices down in the second half of 2004.
  • Tuesday, June 08 - 2004 at 09:23
  • US jobs again in the limelight

  • Most of the attention this week will again be on Friday's key US employment figures for May.
  • Thursday, June 03 - 2004 at 09:01
  • Geopolitics rattle global equities

  • In our view the technical rebound last week will only be short lived and should be seen as an opportunity to get more defensive.
  • Tuesday, May 25 - 2004 at 13:05

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