Geoff Lewis
Geoff Lewis
Geoff Lewisis a Welsh retired jockey who was born in Talgarth, Breconshire...
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This Indonesia thing is a storm in a tea cup. I don't see any chance of this developing into a 1997 crisis. Asia's made too much progress.
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Their earnings have been disappointing, unlike the rest of the market. They are facing more competition from low-cost producers elsewhere, for example in China and Korea.
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A higher oil price is like a tax on consumers. It pushes up price levels and consumers are going to spend less on everything else.
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There's considerable nervousness about the direction of interest rates. After having such a strong run earlier, markets need some time to catch their breath.
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We'll be pleasantly surprised by Japan, we'll be pleasantly surprised by European data, so in a global equity portfolio, stay fully invested.