Grüezi, Bonjour, Hello this is Cervin's page | |||||||||||||||||
| Soon you'll be able to read my detailed views on the European equity markets. I am about to answer your E-mail for specific questions concerning market strategy, be it for your private investments or for yours company's wealth. My experience of more than 15 years in the fund management is at a click .... !! | |||||||||||||||||
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This is my very strong medium term recommendation for the European Equity Markets : . do play where it is possible the convergence i.e. UK, Sweden, Greece and Poland,Ungary . avoid the value play trap, it is too early... the bad news coming from Europe (Continental) are still not all out !! Long bonds will recover from their lows of this year (may 99) . stay with positive earning momentum sectors (Telecom, support services . can still buy the only cyclical sectors Construction and building materials . favourite stocks : Orange, Vodafone, Telecom Italia, British Telecom, Compass Group, Misys, Hays Group, CRH . Technology still ok : Nokia, Asml, Schneider tell me what you think ? | ||||||||||||||||
| Wonder who I am ... just wait some more days and I'll start to talk about myself and my friends and wife. | |||||||||||||||||
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Still Blues But the new stuff around is not bad... trip hop and some dance I am to old to remember all the names. One group that has impressed me is (are) : the Wiseguys, Propeller Heads, Massive Attack, Air... | ||||||||||||||||
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