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Year: 2004 || Week: 5
1. What America's best investors are saying
Felix Zulauf, founding partner and president, Zulauf Asset Management Any other country with America's external imbalances, deficits and policies would have seen its currency collapse, says Zulauf. The “bond market, stockmarket and economy would have
2. US - Take up fags for the new year
It's the season for New Year's resolutions, says Adam Lashinsky in Fortune. Hordes of us will have pledged to cut out beer and cigarettes. But, let's face it, our good intentions won't last: “classic vices never really go out of style”. So scooping u
3. Top funds and directors snap-up Severfield
Structural steel engineer Severfield-Rowen is the largest company of its kind in the UK, says the Investors Chronicle. Last year, on the back of successful projects such as the Baltic Millennium Bridge across the Tyne, it won a £140m contract to supp
4. SectorGuard: a promising play on security fears
In this “increasingly violent and ill-tempered age”, protecting people and chattels has become a growth industry, says Derek Pain in The Independent. And while much of the current focus may be on employing “sophisticated space-age gadgets” in airport
5. UK - Profits roll in from a 'lovely niche market'
Northgate, the van hire company, “has spotted and exploited a lovely niche market”, says Robert Cole in The Times. It noticed businesses of all sizes were keen to outsource and to shift capital off-balance sheet. It also saw that firms of all sorts -
6. It's time to buy back into Britain
A professional investor tells MoneyWeek where he'd put his money now. This week: Alan Hardy, head of investments, Lloyds TSB Private Banking. After more than three years of troubled waters, 2003 saw UK equities finally buoyed by renewed confidence in
7. From the Editor
China is incredibly tempting. Just look at the numbers. The country has just reported its highest GDP growth since 1997. It uses 55% of the world's cement and 36% of the world's steel, and its highly productive workers manufacture practically everyth
8. Can China's Boom Really Last?
Investors in China had a humdinger of a year in 2003, says Paul Farrow in The Sunday Telegraph. The MSCI China Free (local) index jumped by more than 80%. The structural reasons for this are well known. Last year the Chinese economy grew 8.5% year-on





