[dropcap]T[/dropcap]he taste for dividends is largely a reflection on the (shifting) taste for risk but their quality as a safety-net cannot be challenged. Consider the…
[dropcap]T[/dropcap]he sector has been under pressure recently with the end of the QE program getting closer and a tightening of the credit market expected. …
[dropcap]A[/dropcap]s the new (and young) boss of Carrefour is releasing his vision/strategy aimed at the French grocer becoming a tad more digital, it does not hurt…
The primarily domestic Swiss telco has been a remarkable performer whatever investors sentiment about the CHF, about Swiss growth, about Telcos at large and about…
Novartis reported yet another strong quarter, reflecting strong performance by Cosentyx, Entresto and Alcon, although Sandoz remains a worry. The guidance reiterates the same mood…
[dropcap]U[/dropcap]tilities have lost their shine since October 2017. This can easily be associated with firmer rates and a dash for cyclical/value stocks now that Europe…
[dropcap]H[/dropcap]ochtief (72% controlled by ACS) is expected to launch a takeover bid for Abertis. This ACS initiated move would be supported by the “relevant” geographical footprint of…
[dropcap]I[/dropcap]n 2017, Anil Agarwal (Vedanta Resources’ Chairman) via his family trust, Volcan Investments (Vedanta’s largest shareholder – c.69% stake), acquired a 19.4% stake in Anglo…