Gary Dugan
Gary Dugan
companies feels splitting stands taken
Anything that stands still feels like it is going to get taken over. It's interesting how these companies are splitting out.
banking chinese good looking offering
If you're looking at the Chinese banking market, it's underdeveloped, offering good opportunities for growth.
boost catalyst further needs
It needs a further catalyst to boost the market.
easy environment mistakes
It's easy to look back and say mistakes were made, but it was a very competitive environment.
certainly consistent excited picture prices share
The Vodafone picture is disappointing, but consistent with the industry. We've certainly not been excited about the sector. Consistent disappointments -- that's when share prices suffer.
consistent picture
The Vodafone picture is disappointing, but consistent with the industry.
demand domestic good improvement return signs starting
Domestic demand is starting to see signs of good improvement. We will still get a good return from Japan.
european falls finally lead mirror stocks wall
This could finally lead to a sell-off in U.S. equities. And then European stocks would mirror falls on Wall Street.
banks bit facing good margin problem results rotation sector seen tech wake wreck
There's still a bit of a tech wreck going on in the wake of the Nasdaq weakness. The other problem is that we haven't had good sector rotation and we've seen a bit of a sell-off in the banks. The results for the banks have not been too good - they are facing margin pressures.
across board downside ground percent troops
If ground troops go in there could be between a 5 and 10 percent downside across the board for equities.