Month: March 2013

3 Ways Cyprus is a ‘Game Changer’ for Europe

Published on the Front Page of the Huffington Post Business

With strong words to support the Euro, Mario Draghi, the European Central Bank President, quelled fears over the future of the Eurozone. However, the bailout negotiations in Cyprus revealed cracks in this ‘floor’ supporting the region and markets. A ‘Banking Union’ has been undermined, imbalances within the region magnified and individual systematic risk returned. Divergences within the global banking sector will widen but with the Fed likely to remain accommodative, bullish market sentiment may continue to overshadow concerns elsewhere. Nevertheless, this recent turmoil has highlighted that we’re far from an end to the crisis.

[Click image below or this LINK to watch this as a TV Clip]

cnbc march 20 2013

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From Rome With Love? The 3 Issues To Watch For Italy & Global Markets

This article made the Front Page of the Huffington Post Business

Political uncertainty in Italy could impact global markets, but provide a “fantastic buying opportunity.”

cnbc squawk

Like Jennifer Lawrence’s fall at the Oscars, unexpected but a chance to shine ‘comedically‘, Italy’s elections have shocked investors but provided attractive entry points to strong international firms, insulated from domestic woes (as well as offer up some funny one-liners from candidates). The possible loss of eagerly anticipated labour reforms, financial restrictions and market contagion provide shorter term sources of turmoil. However, existing reforms are likely to continue, market retrenchment is healthy and to be exploited for longer term opportunities.

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