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CAJ surfs a regulation change

We believe the worst case has been factored into the share price, and Capitol Health is better placed than smaller competitors to deal with changes to rebates.

15 Feb 2016
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Is this 2008 or 2011 all over again?

Let's face it no-one really knows what is going to happen during the rest of 2016 but we can say something more sensible about what might happen if the news turns out to be bad - a rerun of 2008 seems unlikely.

15 Feb 2016
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Bank Onslaught

The sell down of global banking stocks continued overnight, slashing share prices in Europe and trampling US indices before a late session comeback. Copper and oil slid further, and bonds rallied as investors continued to re-price assets in a lower growth environment. Gold surged through resistance and is trading $50 an ounce higher this morning.

12 Feb 2016
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Fed Soothes the Market Beast

Investors may enjoy a reprieve from the raging bears after Fed Chair Janet Yellen expertly trod the middle path between voicing market concerns and sticking to the Fed's tightening program. Calmer commodity markets and the return of trading in Hong Kong after holidays may see less sentiment driven trading today.

11 Feb 2016
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