Philip Chua Business Blog

Posts Tagged ‘view’

Profit is so boring. That's one way to characterize investors' suddenly blase view of Corporate America's single most important figure.


Business - Corporate America - Investing - Economic - United States

This past week has all the hallmarks of a market set to stall and undergo a correction lower for a few weeks at least. Before outlining those hallmarks, it's worth mentioning the main source of hesitation with this view, namely the proximate catalyst to Friday's sell-off: the US bank being...

The Europeans are determined to take care of their own; or to discipline their own, depending on your view. But the degree of pain and denial that Germany and France are demanding of Greece is of a level that neither government would inflict on their own citizens. The German Chancellor…

With a clean violation of its July 08’09 low at 1.3831 and the 1.3747/33 levels, its Jun 16’09 low/.50 retracement(1.2328-1.5143 rally) established, risk of further weakness has scope towards the 1.3422 level, its .61 Fib retracement/May 18’09 low at 1.3422/09. However, our bearish view on EUR may be tempered with…

AMID the general optimism over equities in Asia and the emerging markets, strategists at Barclays Wealth have sounded a note of caution over valuations in Asia. This runs counter to the consensus view that Asian growth is set to outstrip that of developed economies – a point that isn’t in dispute – and that market weakness is a buying opportunity.

Says Aaron Gurwitz, Barclays Wealth managing di… more

It looks like disclosure rules that take effect with this year’s proxies from big companies will provide the most accurate view ever.