12 April 2017
“May you live in interesting times” says the Chinese proverb
2017 is proving less tumultuous, (so far at least) than 2016 however the show has only just started with Article 50.
We know the Dutch got it right, but we are ahead of what could be a French election knife edge.
We review beneficiaries of this Brexit “environment”, oversold companies, “special situations” preferably with USD revenues.