Equity Recommendations & Analysis – BarCap,JP – 10th Jan13

Here JP from their North American equity research team inc recommendations and strategy.

Of course much of their justification bull equity strategy and valuation is bench marking vs the UST and junk bond rates. Only on this basis are equities are cheap. And why are bond rates so low as the FED is pouring QE liquidity into the bond market at the tune of $75bn a month. The detail of their recommendations i leave to the team. Health care once again an over weight as per the last 5 years, note!

JP-USEquity-09-1-14

Here Barcap on their equity recs and tech strategy.

BARCAP-EQUITY-080114

Sector wise and specific picks.

Here JP on the banking sector (US and Euro Sector breakouts note!)

JP-banks-08-1-14

And here on Barc

Jp-Barc-09-1-14

Here on Unilever

Jp-Unlv-06-1-14

Here JPAsia on their equity technology picks from the region.

JPAsia-EquityTech-09-1-14

JP Asia on airlines in the region

JPAsia-airlines-09-1-14

And here their incredibly rich and useful global equity summary spreadsheet

JP-Globalequity-09-1-14

So much to discuss here. Forum pages are the correct domain to pick up on any valuation or risk discussion on these specific stock picks.

All the best

Rich