Offshore Investment
- 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
- Anticipating the evolution of inflation and interest rates is crucial for investors, now more than ever.
- Saturday, July 17 - 2004 at 08:44
- US figures last week were weak and suggested that interest rate rises will be slower than expected.
- Monday, July 05 - 2004 at 17:59
- Markets have been stuck in a holding pattern awaiting the US interest rate decision this Wednesday.
- Tuesday, June 29 - 2004 at 09:37
- We prefer to stick to a strategy of moving away from cyclical to more defensive sectors.
- Wednesday, June 16 - 2004 at 10:38
- 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
- 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
- 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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