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Could Retailers offer a pre-season bargain?

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…

Stop off in India on your way home from China…

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…

Rentokil & Steritech: It’s all about intelligence.

By Augustin Eden, Analyst The pest control industry is one of those interesting ones. If you’re in it, you want to be good at it. Better than the competition. Once you’re really good at it – the best – presumably that would mean you’re really, really good. The best at killing pests. The thing is,…

China data spooks and FX moves Confucius

August 14, 2015 If China’s aim this week was to give markets a roller-coaster ride then it’s safe to say that it succeeded in spades. Weekend data showing Exports -8.3% in July spiked fears about the state of growth in the world’s #2 economy being anything but as rosy as official (and highly questionable) statistics…

I Have The nPower!

                                                           Image source: play.google.com By Augustin Eden, Analyst Fortunately, He-Man wasn’t referring to a recent acquisition he’d made when he first clambered onto that rock just outside…

Do something mad today: Forget about the Bank of England and wear shorts in a thunder storm

By Augustin Eden, Analyst Will they? Won’t they? Might they? Are we all going to go bust?!  All questions asked of the Bank of England of late. The answer – to the first two questions anyway – is not before the Americans. It’s been fun to get the odd bit of interest rate commentary from…

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