Reuters (Paris) reports on a fall in European shares ending a brisk six-day rally. LCM's Jacques Henry was quoted saying that the rush to get back into beaten-down banking stocks has triggered some rotation out of recently outperforming sectors. Investors are getting back into banking stocks now the stress tests have been completed and concessions have been made in Basel III rules.

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Reuters (Paris) reports on a fall in European shares ending a brisk six-day rally. LCM's Jacques Henry was quoted saying that the rush to get back into beaten-down banking stocks has triggered some rotation out of recently outperforming sectors. Investors are getting back into banking stocks now the stress tests have been completed and concessions have been made in Basel III rules.

Click here to read the Reuters article

Reuters (Paris) reports on a fall in European shares ending a brisk six-day rally. LCM's Jacques Henry was quoted saying that the rush to get back into beaten-down banking stocks has triggered some rotation out of recently outperforming sectors. Investors are getting back into banking stocks now the stress tests have been completed and concessions have been made in Basel III rules.

Click here to read the Reuters article

Bloomberg Business Week reports on ConocoPhillips planning to sell its 20% stake in Russia's OAO Lukoil. LCM's head of equity research in New York, Robbert Van Batenburg commented on the transaction saying that ConocoPhillips is trying to streamline themselves into a more lean operation.

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Straits Times comments on the management changes and LCM's Ben Collett adds his insight.

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Reuters reports on Goldman Sachs' lower quarterly earnings and LCM's Paris-based Jacques Henry adds that recent corporate results have been below forecast, but not disastrous.

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Bloomberg's Business Week reported on the appointment of Mark Tucker to replace existing head Mark Wilson. LCM's Ben Collett was quoted saying that replacing AIA's leadership may complicate plans for an IPO by fuelling uncertainty among potential investors.

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LCM's John Plassard has written an article for L'Agefi on the future of China, its growth prospects and investment opportunities

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South China Morning Post reports that AgBank was the most heavily traded stock on the Hong Kong Stock Exchange on 16 July, but it has been pointed out that its first day performance was the poorest of the four major mainland lenders. Ben Collett, Head of Japanese Equities in Hong Kong was quoted saying that the comparison was not entirely justified and that the shares were priced too high for the sort of fantastic IPO performance that it would have hoped for.

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Reuters reports on Agricultural Bank of China's IPO on its first day of trading and quotes LCM's Ben Collet from a Reuters TV interview earlier in the day

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