Sunday February 23, 2020

Selectivity and caution, trends and themes are now key in stock market selection

14th March, 2015
2
Multinational brewing company SABMiller is well placed for growth in the emerging African marketTom Parker

There were some significant market wobbles over the past week. When markets have had a very good run (despite some unfavourable geopolitical background noise), valuation risk and careful stock selection becomes ever more critical. For value, Europe – specifically the European export sector – is probably at last the best bet given the extent to which the euro has now tanked and positioned the big exporters to take advantage of increased overseas competitiveness – not...

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