Pedro mascarilla españita

Sánchez, Between Polls And Pardons

Fernando González Urbaneja | The spring promised to be a prosperous one for the socialists after the relative triumph in the Catalan elections, which held out the possibility of a tripartite government (on the left); the ousting of the Partido Popular in some autonomous communities in collusion with Ciudadanos, which, by the way, distanced itself from the PP; the vaccination campaign that would put an end to the pandemic; and…

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BofA May European Fund Manager Survey takeaways

None of the respondents envisages downside for European equities by year-end, with twice as many projecting single-digit percentage upside than expect double-digit returns over the same period (in line with our projections of a further 5% rise in the Stoxx 600 by Q3)

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Global Earnings – Open For Business

Aneeka Gupta (WisdomTree) | The current earnings season sheds plenty of light on the outlook for global equity markets. This time last year, the world was thrown into disarray owing to the COVID-19 pandemic. Since then, we have seen lockdowns lifted as vaccination rollouts gather pace. In addition, the gradual resumption of economic activity, stimulative global fiscal plans, and the release of pent-up consumer demand are being reflected in first-quarter earnings results. As a result, the breadth of earnings revisions has been strongest in the US, followed by Japan, Europe while Emerging Markets and China are turning more neutral.

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Isabel Perez Nivela

“In London You Almost Have To Apologise For Having A Dominical Chairwoman”

Fernando Rodríguez López de Andújar | Isabel perez Nivela is vice-president for legal affairs at Coca Cola European Partners, the bottling company that last year had a turnover of 10.6 billion euros (-11%) and was already listed in Amsterdam. so “taking advantage of brexit, which forces us to have a European market of reference, we have domiciled (Coca-Cola EP) in Amsterdam, whose stock exchange is quadrupling its business volumes since the brexit agreement. Amsterdam also has other prerogatives for long-term shareholders, such as allowing loyalty shares and other corporate governance issues that are not allowed in london. there you almost have to apologise for having a dominical chairwoman, even if she is appointed by a shareholder with more than 30% of the capital”.

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