ECONOMIST VIEWS: DID INFLATION BOUNCE BACK IN APRIL? May 15, 2011 PHILIP SHAW | INVESTEC “We are forecasting a rise to 4.2 per cent in the consumer price index for April, up from four per cent in March. We still consider there to be a risk that inflation hits five per cent later this year, but this would be diminished were oil prices to remain below [...]
ECONOMIST VIEWS: DID INFLATION BOUNCE BACK IN APRIL? May 15, 2011 PHILIP SHAW | INVESTEC “We are forecasting a rise to 4.2 per cent in the consumer price index for April, up from four per cent in March. We still consider there to be a risk that inflation hits five per cent later this year, but this would be diminished were oil prices to remain below [...]
CITY BIRDS SWOOP ON GULLS’ EGGS LUNCHEON May 17, 2011 THE City’s summer season is officially underway, marked by yesterday’s Macmillan Gulls’ Eggs City Luncheon at the Merchant Taylors’ Hall. The quirky institution serves guests green speckled gulls’ eggs – which are only in season for four weeks of the year – as they get stuck into some serious networking. “It is like Linked In [...]
Focus on: small businesses under the microscope August 7, 2011 WHEN T-Mobile called and asked if we wanted to sit in on one of their small business focus groups, we couldn’t say no. This year has been huge for entrepreneurs. The Prime Minister David Cameron passed them the gauntlet, asking them to revive our economy. So important he felt this responsibility, he dedicated his keynote [...]
Focus on: small businesses under the microscope August 7, 2011 WHEN T-Mobile called and asked if we wanted to sit in on one of their small business focus groups, we couldn’t say no. This year has been huge for entrepreneurs. The Prime Minister David Cameron passed them the gauntlet, asking them to revive our economy. So important he felt this responsibility, he dedicated his keynote [...]
ANALYST VIEWS: IS SAGE OUT OF THE WOODS? May 4, 2011 JULIAN YATES | INVESTEC The results were overall in-line, driven by slightly better revenues but due to higher financing costs, earnings per share were just one per cent ahead. The US remains a concern with underperformance at both the top and bottom line. PAUL MORLAND | PEEL HUNT Growth momentum has continued, but investment in [...]
HSBC PLAYS MUSICAL CHAIRS IN M&A ROLES July 6, 2011 CHANGE at the top at HSBC. The Capitalist has learned that rising star Maged Latif, who joined the bank from Goldman Sachs two years ago, has been fast-tracked from deputy head of M&A to co-head of global financial institutions group (FIG) advisory. Latif, who made his mark advising the government on taking Northern Rock into [...]
Favourite Carlton House declared for the Derby June 2, 2011 THE QUEEN’S Carlton House is poised to run in tomorrow’s Investec Derby despite injury fears after being declared in a 13-strong field for the Epsom Classic. Concerns were raised over the ante-post favourite’s participation earlier this week when swelling was found in his leg following a workout. But the Sir Michael Stoute-trained colt came through [...]
Favourite Carlton House declared for the Derby June 2, 2011 THE QUEEN’S Carlton House is poised to run in tomorrow’s Investec Derby despite injury fears after being declared in a 13-strong field for the Epsom Classic. Concerns were raised over the ante-post favourite’s participation earlier this week when swelling was found in his leg following a workout. But the Sir Michael Stoute-trained colt came through [...]
BEST OF THE BROKERS April 12, 2011 BRITISH AMERICAN TOBACCO Jefferies has started covering the tobacco group with a “buy” rating and a target price of £31.87. The broker sees strong cash generating capacity, given the firm has one of the highest exposures to emerging markets in the sector with 66 per cent of sales coming from new regions, plus the possibility [...]