Hi guys (excl rampers). Referred here from one of my holdings - PUMA.
Brief extract from Moneyweek Online:
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Abroad I think I’d look to the same two markets I suggested last year — Japan and Germany. The Japanese market has had a boring year but all the bullish fundamentals I’ve discussed in this column over the past 12 months remain in place. I think it looks very good for this year.
Germany has had a much better year than many expected but there is still good reason to stay invested in stocks exposed to its property and consumer sectors. Bank lending is rising nicely, consumer confidence is up, unemployment is down and retailers are more upbeat than they have been for a good five years.
Those looking for property plays might consider shares in the AIM-listed property investment companies Speymill (SEA:SYG) and Puma Brandenburg (SEA:PUMA).
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Can anyone give me any idea as to the management calibre?