tag:blogger.com,1999:blog-32841798.post3407071634799952083..comments2024-03-18T16:33:31.633+00:00Comments on Capitalists@Work: Is The City losing it?CityUnslickerhttp://www.blogger.com/profile/15929544047783163175noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-32841798.post-35873498338530399862010-06-30T09:27:46.517+01:002010-06-30T09:27:46.517+01:00Once you lose market share, you don't easily g...Once you lose market share, you don't easily get it back.Sebastian Weetabixnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-5949611953169085332010-06-29T22:52:31.525+01:002010-06-29T22:52:31.525+01:00Weetabix,
Market share, rating and profitability....Weetabix,<br /><br />Market share, rating and profitability. All three matter, but the emphasis on each differs at different stages of the cycle so you'll rarely please everyone all the time. A double dip is on the cards so who wants to float anything now, except those who want to realize their investment? This won't be defensive stocks. Neatly coming back to agreeing with the point of this post.measuredhttps://www.blogger.com/profile/11281134269555074558noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-17407634523285326282010-06-29T00:01:54.636+01:002010-06-29T00:01:54.636+01:00hmm. Market share matters, in most markets.hmm. Market share matters, in most markets.Sebastian Weetabixnoreply@blogger.comtag:blogger.com,1999:blog-32841798.post-76854550467627204202010-06-28T23:15:09.398+01:002010-06-28T23:15:09.398+01:00Quality, not quantity. That is how you build kudos...Quality, not quantity. That is how you build kudos. Fret not.measuredhttps://www.blogger.com/profile/11281134269555074558noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-66114101320311963912010-06-28T21:10:18.060+01:002010-06-28T21:10:18.060+01:00Then borrow the money in the local currency, hedge...Then borrow the money in the local currency, hedge it while you buy a couple of British insurance companies, then merge them, list a bit of them, and pay the loan back in the local currency interest only for 10 years as we drip feed it into the Nikkei.<br /><br />Maybe we could persuade Nick to cash in his gold and lend us a couple of hundred billion yen instead?Steven_Lhttps://www.blogger.com/profile/05029437876479574883noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-76090989546059486782010-06-28T14:06:00.067+01:002010-06-28T14:06:00.067+01:00ND - Yes, for the same Tourism IPO reason. Competi...ND - Yes, for the same Tourism IPO reason. Competing regulatory frameworks still exist shock...whining lefties should really think through the consequences of Communist China playing by the dirtiest set of mercantilist rules.<br /><br />SL - Hmm, massive currency risk to that, although the principle works as it is the fitness frist idea really.CityUnslickerhttps://www.blogger.com/profile/15929544047783163175noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-70784377023388143502010-06-28T13:02:21.844+01:002010-06-28T13:02:21.844+01:00Russian & FSU companies have increasingly been...Russian & FSU companies have increasingly been using Hong Kong in the past year or moreNick Drewhttps://www.blogger.com/profile/13670594203660051701noreply@blogger.comtag:blogger.com,1999:blog-32841798.post-27826648039804664552010-06-28T11:07:58.269+01:002010-06-28T11:07:58.269+01:00I remember reading a story in Alphaville a little ...I remember reading a story in Alphaville a little while back that reckoned PE will takeover UK listings and relist them in Japan - letting Japanese savers bid up the assets.<br /><br />Sounds a good idea to me, anyone want to lend me a few £billion?Steven_Lhttps://www.blogger.com/profile/05029437876479574883noreply@blogger.com