A bi-weekly flagship publication for institutional investors. This issue examines two questions: firstly, how will central bank tapering impact listed real estate; and secondly, how will the Amazon-Whole Foods deal disrupt retail?
news and blogs
top posts
small talk
Cheap oil could help big Western oil companies - if they stop new exploration - Anatole Kaletsky - https://www.savvyinvestor.net/node/825525
Has ECB QE jump-started European earnings? Nice piece from Nikko. https://www.savvyinvestor.net/node/799020
Is Sugar turning Big Food into Big Tobacco? Interesting question from Schroders https://www.savvyinvestor.net/node/795418
Japanese companies caring more about profitability - good news for Japanese equities https://www.savvyinvestor.net/node/759723
Welcome to "Stocks and Sectors Outlook". Please use this small talk section for brief comments relating to equities and sectors.
