September 11, 2015 Having recently discussed potential retail sector bargains, could WM Morrison (MRW) be a candidate for acquisition? In summary, a major South African investor has been on a UK shopping spree lately and still has a billion quid or so left in the pot. The German discounters ALDI and LIDL who imported major price competition…
European stocks turn negative as Fedwatch dominates CNBC – 11 Sept http://www.cnbc.com/2015/09/11/european-markets-set-for-higher-open-as-fedwatch-dominates.html Calls to hold fire multiply Proactive Investors – 11 Sept http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/22942/calls-to-hold-fire-multiply-22942.html European shares on track for biggest weekly gain since July Telegraph – 11 Sept http://www.telegraph.co.uk/finance/markets/UK Index 100/11857739/European-shares-on-track-for-biggest-weekly-gain-since-July.html European shares end winning streak amid concerns on China Telegraph – 10 Sept http://www.telegraph.co.uk/finance/markets/UK Index…
September 10, 2015 The Bank of England (BoE) stayed put today which was no surprise. And neither were September’s MPC minutes showing no change to voting and including much talk about China, Emerging Markets, financial market volatility and the impact of depressed commodity prices on already ‘missing in action’ inflation. Nothing major so far –…
September 4, 2015 While UK Index Miners continue to have a rough time of it due to supply glut fears and a more pronounced China slowdown the equally loved Retail Sector today showed it wasn’t immune to trouble with the likes of Next (NXT), SuperGroup (SGP), Dixons Carphone (DC.) and Burberry (BRBY) all giving up…
LONDON MARKET MIDDAY: Wall Street Called Down Ahead Of US Job Report LSE/Alliance News – 4 Sept http://www.lse.co.uk/AllNews.asp?code=cw91bxv8&headline=LONDON_MARKET_MIDDAY_Wall_Street_Called_Down_Ahead_Of_US_Job_Report UK Index falls back ahead of US jobs, while Next drops after downgrade Guardian – 4 Sept http://www.theguardian.com/business/marketforceslive/2015/sep/04/UK Index -falls-back-ahead-of-us-jobs-while-next-drops-after-downgrade?CMP=share_btn_tw Retail stocks lead UK Index lower amid US rate rise fears CityWire – 4 Sept http://citywire.co.uk/money/retail-stocks-lead-UK Index…
India’s a hot country. It has two seasons: the hot & wet season and the hot & dry season. Hot countries, despite what every English person might argue, can be uncomfortable places to be. Especially when they’re hot and wet – hot and wet creates all kinds of problems, not least of which is the…