Hints and tips:
...Campari will be hard hit by COVID-19 due to high On Trade exposure, especially in core markets of Italy and the USA....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...EPS by 7%/22% (64%/10% ahead of Bloomberg consensus)....
...al, Jun 4)....
...or ‘V’ shaped recovery,” said Jane Foley, senior currency strategist at Rabobank....
...The weaker currency should provide a boost to exporters....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...Masterpieces of Chinese Painting: 700-1900, edited by Zhang Hongxing, V&A Publishing, RRP£40/$60 The world’s oldest painting tradition explored in the glorious catalogue to the V&A’s current, once-in-a-lifetime...
...+1.61% at 865.55 Hang Seng down -1.26% at 23,336 Shanghai Composite down -0.95% at 2,904 MSCI Asia ex-Japan down -1.26% at 581.65 S&P CNX Nifty Index down -0.41% at 5,542 Currencies €/$ 1.48 (1.48) $/¥...
...Topix up +1.61% at 865.55 Hang Seng down -1.35% at 23,315 Shanghai Composite down -2.26% at 2,866 MSCI Asia ex-Japan down -1.08% at 582.71 S&P CNX Nifty Index down -0.50% at 5,537 Currencies €/$ 1.49 (...
...So, Bernanke et al are now going to be increasingly targeting longer-term interest rates as a means to revive growth, mitigate double-dip risks and avoid a potentially destabilizing deflationary experience...
...to be filed with the U.S....
...al....
...Through such additional considerations, investors such as Buffett/Fischer/Greenblatt, et. al. seem to have dramatically improved upon Mr. Grahams original concept. Thank you....
...Michael V....
International Edition