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Bobby Rakhit archive
Bobby Rakhit, is a Sr. Vice President at FactSet JCF Ltd, a financial information technology firm located in London, UK. He is responsible for corporate, media and client activities in Europe, including developing independent investment strategies, providing European industry research, managing client relationships and making regular guest appearances on both CNBC and Bloomberg TV.
Sleepless NightsWhere are the sleeping pills? I don’t think I have had a good nights rest in the past three months. There is no doubt a feeling of panic around the world. Date of publication 22/09/2008 17:12 Needles in HaystackHave the good times rolled by? Low inflation, soaring house prices and a lucrative job market seem to be disappearing, while the outlook for the pound is even more bearish. Date of publication 11/06/2008 10:02 PatrioticThe strong feelings of patriotism can help an economy weather storms as well as foster growth. Date of publication 02/04/2008 15:50 Safe Havens – Weathering the StormTimes have become uncertain. The pound is beginning to wane and the US markets seem to be slipping into hibernation. Date of publication 24/01/2008 11:21 Jaws is RampantThe credit shark is swimming rampant and is ready to pounce on any signs of weakness. Date of publication 17/09/2007 16:30 UK Property Crisis Weighs in the Balance
FTSE Real Estate profit growth continues to deteriorate sharply down over 5.5%. This is significantly lower than the FTSE All-Share which is expected to grow 7%.Date of publication 25/07/2007 17:25 Final tally for Q1
DJ Stoxx 600 profit growth is somewhat inspired by earnings surprises in continental Europe. 2007 Growth is up 40 basis point during the earnings season to 6.6%.Date of publication 06/06/2007 14:50 Not Again! Oils in the Limelight
Highlights:
Tensions continue to run high globally which are having a direct impact on the oil prices. The oil majors are the ones that are expected to profit. Expectations have managed to stay flat after having massive downgrades the 1st quarter of this year.Date of publication 11/04/2007 00:00 YIKES! Earnings Deceleration Life in the fast lane!Volatility which is another measure of risk is back with a vengeance. Date of publication 27/03/2007 00:00 Industrials Strike Back The BRICs (Brazil, Russia, India and China) continue to soar and guess what? Date of publication 06/03/2007 00:00 Beware of thy friends 2006 what a year! Mid Caps outperformed and property prices continued to soar in the UK. 2007 slam those brakes and put on those head lights. Visibility is poor and more importantly our US counterparts are starting to seriously weaken. Date of publication 01/02/2007 00:00 Profit Warnings Creating a Stir!Watch-out the tides are turning! The UK market has held strong this year in the wake of jitters in consumer confidence and uneasiness in the real estate market.Date of publication 22/11/2006 00:00 Airlines: Watch-out for a Bumpy RideFasten your seat belts turbulence ahead! The airline industry has gone through numerous changes and its environment continues to get more volatile.Date of publication 19/10/2006 00:00 Be Weary: UK Small Caps becoming lethargicWow! 2000 – 2006 amazing – small caps (defined as companies with a capital capitalisation of no more than $3billion) were in the money.Date of publication 16/05/2006 00:00 Growth Stocks are Back! Value stocks had an amazing run their longest out-performance for a quarter of a century. Date of publication 09/03/2006 00:00 European Q4 and 2006 Outlook 2005 looks like another great year for European profits up around 23%, which follows a 28% gain the previous year. Date of publication 14/12/2005 00:00 Switching to Neutral on Yields Stocks 2005 so far has been a stellar year for European Equities. The FTSE All-Share on the up a nice 13.4% from the beginning of the year Date of publication 10/11/2005 00:00 Oil Continues to Bolster UK markets Unbelievably oil continues to ride the wave. Although Europe continues to be the favoured market, it’s the energy sector that’s really leading the way! Date of publication 21/07/2005 00:00 Bargain Basement Prices: European Equities Europe continues to be the favoured market and large caps will benefit from the influx of investment flows. Valuation is key and eps growth continues to be the driver.
Date of publication 27/06/2005 00:00 The Case for Large Caps is Stronger than ever!
The first quarter continues to support our hypothesis: Europe is the favoured market and large caps will benefit from the influx of investment flows. Why you might ask?
Date of publication 12/05/2005 00:00 Where now? 2005 Preview Results season provides a plethora of information which is often over bearing and makes things difficult to put into perspective. Particularly as companies within the same sector provide conflicting outlooks. Date of publication 07/04/2005 00:00 Large Cap Opportunity Leading indicators are essential in deciphering economic outlook. Although none are perfect, together they can provide an important piece to this puzzle. Date of publication 25/02/2005 00:00
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