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Investment Market Overview - From 7IM

Below is a selection of our most recent updates on this subject.

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The French Have A New One, The Russians Have An Old One …..

I appreciate that this could apply to many things such as economic policies, fashion sense or even kettles for all I know. However, my brain was heading towards those trying to find some effective leadership. Maybe the changes of last weekend might just be the catalyst for change that we have been waiting for to finally get things moving in Euroland and to try and break this seemingly intractable euro impasse.
Monday, May 14, 2012


Storm Warning

In the midst of one of the more unusual droughts, it may seem odd to be giving a storm warning, but over the next few months our stock markets are far more likely to be driven by the vacuous actions of our somewhat unreliable politicians, than either any clear economic direction or corporate results.
Tuesday, May 08, 2012


Some South China Sea Sores X 3

Arguments with the Spratlys and the Paracels may sound like a tiresome family membership dispute at a local Surrey golf club. If only it were so easy and resolvable.
Tuesday, May 01, 2012


The High Lords Of Google

The informal corporate motto of Google was originally 'Don't be Evil' - reflecting the young, fresh and enthusiastic tone of the business blowing away the cobwebs of dark corporate halls. Such attitudes should be congratulated in promoting the right form of behaviour by companies and their employees whatever their seniority.
Tuesday, April 24, 2012


Feeding The Dragon

The Year of the Water Dragon, whilst normally providing good joss for those followers of Chinese astrology, is also proving to be a challenging one on various fronts. Not only is there the change of leadership to be managed, much of which of course will be carried below the surface of the water (useful for a water dragon), but also there is a fundamental change in the economic environment.
Thursday, April 19, 2012


The UK'S Exciting Growth Prospects! - And The World'S Worst Easter Egg

So is the UK economy flat-lining? Well, if we are to believe the figures, then it would seem to be true.
Friday, April 13, 2012


Should The Next Generation Bother To Buy A Property?

There seems to be a given rule that we all have to own some property, and that's what we "should do", and invest in good solid bricks and mortar.
Tuesday, April 03, 2012


China'S Changing - Consumers And Commodities

Just in case we hadn't noticed, there are some significant issues going on in this burgeoning economy.
Tuesday, March 27, 2012


Are Fashion Fads Fading Faster?

Have you noticed how the speed of corporate ageing seems to have been rising exponentially - corporate histories seem to have an ageing process worthy of various characters out of a Rider Haggard ripping yarn.
Wednesday, March 21, 2012


The Usa - In Star Trek Speak 'It'S A Recovery Jim, But Not As We Know It'

Well we shouldn't complain. The USA has had three months of consecutive growth in employment, and the number registered for unemployment benefits has fallen. We can add to this that most of the corporate results have generally been pretty positive with many building larger cash piles and profits looking quite healthy. Furthermore, the stock markets have been more buoyant, with the S&P 500 back above its post financial crisis high and the Dow hovering around 13000, so obviously some form of financial Spring is here?
Thursday, March 08, 2012
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