Hints and tips:
...“The weirdness continues,” said Andrew Pease, chief investment strategist at Russell Investments in London. “The way things have shifted is weird.”...
...“Many promising bear rallies fizzle as the initial euphoria clears and the grim realities of underlying fundamentals come to the fore,” said Andrew Lapthorne, a strategist at Société Générale....
...Among those are Alexei Miller, chairman of Gazprom, and Andrei Kostin, head of state-owned VTB....
...Chief executive Andrei Kostin has said he believes the deal will still go ahead....
...Andrew Kenningham, chief global economist at Capital Economics, estimates that international growth actually accelerated to 3.5 per cent in the first quarter, up from a 3.2 per cent annualised rate in the...
...Andrei Kostin, chief executive of state lender VTB, told the FT last week that further sanctions would be seen as a declaration of war....
...According to data tracked by Andrew Lapthorne of Société Générale, 2016 forecasts for the highly cyclical semiconductors sector in the US have been written down by 8.3 per cent over the past three months...
...Dr Andrew Foxall is director of the Russia Studies Centre at The Henry Jackson Society, a London-based international affairs think-tank. Back to beyondbrics...
...US CEOs have been using earnings calls – as tracked by Goldman Sachs’ David Kostin for his quarterly “Beige Book” of S&P 500 executives’ intentions – to prepare their investors for more capital expenditure...
...For Mr Kostin, focusing on the US, the argument rests on US economic growth....
...Andrey Kostin, president and chairman of VTB Bank’s management board, said the deal “represents a vote of confidence in the future of the Russian market” and would bring “foreign know-how and direct investment...
...David Kostin, Goldman’s chief US equity strategist, suggests buying high quality stocks, with a high and growing dividend yield....
...Even Andrew Smithers, a renowned bear, says that the high cash yield on the US stock market suggests the short-term outlook for equities is good....
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