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BoE Minutes – Clues about what the Fed will do

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 –…

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…

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