Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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thinking it could be a really positive update next week and if there's more disposals announced then shares could fly....definitely a top pick for next year...long and strong..
IR should treat himself to a 3 extra chocolate digestive biscuits for his tea breaks if the rns is a Tuesday/Wednesday next week.
IR pal
I'd get back on the blower and ask him him for Tues/Wed as their usual Thursday/Friday -especially Friday has pretty much always been unhelpful.
re evergrande that's been reported by fitch as they did not respond to their request for clarification yesterday, and have remained silent. Hong Kong 50 index is circa 0.5% down to put it in perspective.
Iv been told year end....also evergrande I think have defaulted
Just hope any rns is not on a sell off day
@notaflipper, I really don't want any rns to be on a friday, wed/thurs would generally be better
Although the pound is weak. A member of the Bank of England said we will comfortably be at 5% plus inflation by spring...its currently at 4% and ur veg cost has increased massively, and fuel prices stayed up. And rush to by stuff before Christmas will put inflation higher. So expexting suprise rate hike that shouldav happen in November
The world has been an incredibly challenging place for the last few years. I am as queasy as the next guy, and not that impressed with the IR here tbh. As circulated by @Know0 if CPI stick to delivering what they promised back in the June updated this should be a positive update with debt below £800m, £50m of annualised cost savings achieved, revenue growth delivered in 2021 for 1st time in 6 years, circa £600m of divestments achieved and liquidity £500m after £160m private placement notes being paid back in July...
...the worry is will anyone be listening after it being so quiet here so long and how far will the momentum, if any, carry us before the fed-up PIs start cashing out.
There is usually some fishing 1st thing in the morning by the MMs. I suspect though the sp will moderately hold up for now. An alternative view to the macro gloom is that the Dow being above 35,754.75 is near all time highs so they do not seem so worried about an imminent Cold War there. Similarly the Hong Kong Stock Exchange has not imploded (yet) in the worries of Evergrande and other Chinese developers. Also within the UK the GBP vs USD has been falling indicating that the pound is falling as the expected rate increase is no longer expected imminently.
GLA
...also Russia sold some hardware to India, so... who knows where things are heading.
Ukraine is marginally closer to Moscow than Latvia, but there again, Crimea is still considered as part of Ukraine so NATO membership of Ukraine may provide the impetus for Ukraine to attempt to retake the Crimea, either as their own idea or from the influence of others,... all NATO countries are bound to attack a non-NATO country attacking a NATO country. A war between Russia and Ukraine still without NATO membership, would actually turn into a proxy war for the USA against Russia. It's actually a very serious situation, extremely precarious. Russia and China are doing quite well at the moment and would likely bring China into a proxy war against the USA. Turkey would likely side against Russia as a NATO country -which is the purpose of their membership. Not sure I want to remain 'long' on anything at the moment and there may be no point in going 'short' on anything either if things turn bad...
Not in winter
Russia to invade Ukraine possible