Feb 10, 2012

Good reasons for caution on all-share deals

Logos of Misys and Temenos

Tie-ups with echoes of dotcom exuberance

Feb 3, 2012

A mining marriage, but pregnant pause in M&A

Few expect a panic response to Glencore-Xstrata tie-up

From EQUITIES Jan 27, 2012

Eligibility for listings should apply across the board

London’s tests must apply to indices big and small

From EQUITIES Jan 20, 2012

Tobacco stocks prove hard habit to kick

Strong returns keep investors eager for more

Jan 13, 2012

Tesco volatility shakes faith in blue-chips

A strong stomach is needed even for safe assets

Jan 6, 2012

High-earners appeal in search for FTSE yields

Lower corporate revenues likely to have little impact on dividend

From EQUITIES Dec 23, 2011

No early Christmas for the contrarian speculator

History suggests backing the year’s worst performers rarely pays

Dec 16, 2011

City’s boost from Cameron veto is no one-way bet

Investors could start to worry over the UK’s close links with Europe

Dec 9, 2011

Big pharma appears to be responding to treatment

FTSE Eurofirst 300 drugmaker index outpaces wider market

From CURRENCIES Dec 2, 2011

Sterling could yet win ‘ugly currency’ competition

Pound is resilient partly because investors have nowhere else to turn

Nov 25, 2011

Equities hobbled by confidence deficit

Equities might be cheap but the name of the game is capital preservation

From EQUITIES Nov 18, 2011

Could slow growth see mega-caps shine again?

Corporations may have to take more aggressive steps

Nov 11, 2011

UK domestic banks offer good reasons for cheer

It is increasingly evident that much of the bad news is ‘in the price’

From EQUITIES Nov 4, 2011

Lessons of the failed G4S acquisition

The 14 top investors had just one hour’s face time

Oct 28, 2011

Gilt-edged problem for Bank’s bond-buying plans

Auction delivers early warning sign that QE has its limits

Oct 21, 2011

What history and brokers tell us about the ad racket

WPP and ITV stocks look cheap, at least by historical measures

Oct 14, 2011

City traders gaze at the rally and wonder

Stock market gains will disappear quickly if politicians do not deliver

From EQUITIES Oct 7, 2011

Tesco results hide improving retail fundamentals

Bargain hunters could do worse than head down supermarket aisle

Sep 30, 2011

Whispers of hope amid China’s doom and gloom

Investors should be wary of being too bearish

Sep 23, 2011

QE2 could knock sterling back into its corner

Sterling and bond yields can be expected to fall initially

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