17-7-2011
Holcim goes east, russian president and conseillers federaux assist to new factory opening. FINMA and UBS excused, Hayek speaks 4 clearer BNS goals, green and left against strong chf ( p.15 article)
Rating Agencies stocks are outperforming in spite of past mistakes! Good news for CH banks which are targetted once again by US GVMNT ( p 27). We re just losers and escape goats. Asia attractive valuation after correction ( p. 30)
EMS chemie , blocher group, does very well.
16.7.2011
finma and ubs not guilty ( p 19), uster, ems chemie good results, chf recipee , let chf exports fall. Wow! Credit suisse under scrutiny for tax evasion, same ubs scenario, thomas flury sees eur/chf 1.20/1.30 realistic, holcim buy in russia w/ putin and bundesrat @ cerimony. Left and green party for pegging currency ( p.15). Rating agencies r doing well ! Really, what abt past mistakes ? Asia , buy opportgunity after correction
20.7.2011
new ceo for sonova, schaffner chf income down , Editorial against state interventioon on chf strenght, once gaian, however arguments are biased , proposals too. p. 15 Credit suisse attacked by minister of justce ( p.20) Nigeria, promise of Africa ( p 29)
measures to fight stronger chf ; make albor work more and curb their salary
23.07.2010
Bruckhardt , margins under pressure., editorial of Thomas Straubbaar on transfer and fiscal union in the EU on the model of Switzerland.
Pharma performance.
CS does not recommend neither peg to eur nor sovereign fund proposed by UBS, however there shpoudl be an expansive policy and a clear goal, in line w/ what said by hayek. Cs is under assault by US for trivial bank acocunts and against any bilateral agreement see http://bloom.bg/nc3DZZ
CHF exports r falling vis a vis Germany, really!so what next , sould switzerland take part to greece rescue ? Sarasin always positive eur/chf 1.30 by mid of next year
CIRRUS CRUS , microchip designer depending on aapl, pe 13
good article on GE
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