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‘It is not easy but there are themes out there…so stay active’
Last Monday I launched Financial Orbit Wrap as a daily email summary of the Financial Orbit public website output. Summaries are important to every investor. Daily we are barracked by a huge amount of information and filtering through that to find those few truths is the key to an investment success. That is why I am writing the Wrap…it helps me and hopefully it helps my readers too.
So
what have been my highlights of the last week?
·
The Dutch and the IMF agree that it
is not easy;
·
Emerging markets have bounced
back…despite China not playing ball;
·
Corporate margins need to be
understood;
·
Some themes for H2: a weakening
euro and hopes of improvement;
·
Where the new wealthy are coming
from
Feel
free to contact me on any aspect of the above…or anything else in fact.
Chris
Bailey
Founder,
Financial Orbit
Twitter:
@financial_orbit
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