Wednesday, 20 August 2014

Financial Orbit wrap 20-08-14

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

1. Fortescue in Australia are hoping this happens...


2. ...whilst in Asia I ponder the scope for a lower yen, the impact of Chinese anti-trust fines and corporate insights from Ping An and Bank of China plus the Big Mac index in a different way/form:


3. I buy a starter position in Carlsberg noting shabby Russia related trading but good price-mix...

4. ...'hold' for the time being in Staples despite continued tough trading and...

5. ...continue to be frustrated by Glencore although I do note this very interesting chart in their presentation document.  Now just to work out if if it best to be anti-consensus or not...

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