Hints and tips:
...The long-term chart below, courtesy of BCA Research’s Irene Tunkel, stirs together various methodologies for calculating the ERP....
...Irene Tunkel at BCA Research figures that telecoms will get more compelling the closer we get to a recession. Step back, though, and these few pockets of value look tenuous....
...Could well be, though it would mean the popular Shiller p/e ratio, which is very high now, has misfired....
...Rebecca Arcesati, Irène Hors and Sylvia Schwaag Serger are the authors....
...It may also be able to provide early warning signals of a fourth P: pandemics....
...Shares in the company have underperformed the S&P 500 more than a quarter in the past two years....
...Progress has been made, with women making up 21 per cent of S&P 500 board directors, according to Catalyst, a non-profit group....
...Jon Moeller, P&G’s finance director, told an industry conference last week that “P&G is a profoundly different company than just a few years ago”....
...He is also director at Worldpay and S&P Global. Sir Malcolm Williamson, NewDay’s chairman since 2010, will remain on the board as an independent non-executive director, the company added....
...Revenues have dropped from over 50 per cent to 38 per cent of the group total over eight years, according to S&P Global....
...Investors appear pleased: the shares are up 28 per cent year-to-date, compared with the S&P 500’s 1.4 per cent gain....
...Curious how the names of US hurricanes (Irene, Katrina etc) sound genuinely scary, whereas British storms just sound incompetent. Defence company Meggitt continues fighting a war of attrition....
...The S&P 500, for example, is trading at 17.8 times full-year earnings estimates....
...S&P forecasts bank lending to expand by about 8 per cent in 2014, based on a modest return of residential mortgage lending....
...Irene Rosenfeld, chairman and chief executive, said the company remained on track to achieve its margin and earnings targets this year despite “challenges”....
...And on GDP, S&P says: Per capita GDP growth has averaged a moderate 2.2 per cent per year over the past 10 years and is forecast to fall to an average of 1.9 per cent in 2013-2016....
...right story, eurobond Morocco and eurobonds: just can’t get enough, beyondbrics Kenya’s sovereign debt debut aims for a $1.5bn sub-Saharan record, FT African credit ratings: don’t get carried away, says S&P,...
...Take P&G’s experience in Brazil with Pantene....
...India’s onion shortage: Groupon to the rescueChina: leaving other Brics for dust in new indexAfter Lehman, which did better: $100 in EMs or in the S&P?...
...Mr Naftalis asked Mr Cardillo if he recalled Mr Rajaratnam saying his brother RK, who once worked for Kraft, should go to Irene Rosenfeld, the group’s chief executive, to find out if it would buy Cadbury...
...(Financial Times) OVERNIGHT MARKETS: UP Asian markets Nikkei 225 up +32.76 (+0.38%) at 8,753 Topix down -0.41 (-0.05%) at 747.08 Hang Seng up +86.15 (+0.45%) at 19,111 US markets S&P 500 down -6.69 (-...
...At J.P. Morgan, Whale & Co. Go: Three London-based employees at the center of J.P....
...Behold — what could be the largest natural catastrophe bond ever: That’s S&P’s ratings doc for Everglades Re Ltd....
...S&P Equity Research sent over a chart showing the stock market performance that followed the ten most expensive hurricanes, some of which overlap: S&P ER’s conclusion is that equity prices generally will...
...Irene Rosenfeld The chief executive of Kraft Foods has been hailed for her bold decision to split Kraft into two separate companies before the end of 2012....
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