President Trump tells the Telegraph he is “very disappointed” Starmer took so long to allow US military and planes to use the Chagos air base for its war against Iran. It is perhaps the worst of all possible worlds for Starmer. Because he is attacked from the left for allowing UK bases to be used at all and from the right for not standing with the US against Tehran
@ramahluwalia Great call on oversold yesterday market. (Too much on the PMIs) AVGO,AMAT,AMZN. The later,buying bottom line growth, know you don’t like it!
@ramahluwalia You could also put China into the value play right now. Although a lot of other drivers can be argued. Big reporting week for China internet now. True sentiment test. I don’t think election becomes main driver until say August.
@ramahluwalia@ModusOpre How is big cap pharma screening with you currently? Drug pricing (again) perhaps is an election risk. Although PFE try to reverse a considerable slide.