The traders' tool box
This month, we bring you five more leading trading ideas, including Investec with a counterplay on South African banking counterpart Old Mutual, Latin American indices hedged with a CDS, and a trend piece that suggests US hedge funds are expanding beyond the shores of the Home of the Brave...
With Morgan Stanley, Lehmans, Bear Sterns and Golman Sachs all reporting better-than-expected 3Q results, a pattern seems to be emerging. Investment banks listed in London should follow suit. One company seems to stand out particularly: Investec, the South African-based but dual-listed investment bank. It recently issued a pre-close trading update stating it's on track for strong 1H performance despite weakening in financial market conditions since its year end 31 March. Stephen Koseff, CEO
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