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"The U.S. shutdown is a central point for the markets, butas long as the hope for just a temporary shutdown exists, itwill not be a strong burden for equities," Christian Stocker,equity strategist at UniCredit in Munich, said.
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Raytheon officials say they expect several large orders forPatriot systems in the second half of the year, including a dealfor 11 fire units from Qatar valued at around $2 billion. Theyalso expect an order exceeding $500 million from Kuwait thatcould expand further in coming years through related contractsfor modernization, spares and services.
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However, formerly best-in-the-class Nestle is strugglingmore than rivals like Unilever and Danone, which are benefiting from their strength inbetter-performing cosmetics and baby food markets respectively.
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"All these banks are doing a lot on that front, including Citigroup, but it's hard to see from the outside what is happening," he added. "There's a dumpster in the driveway, but all the activity is in the house, and you can't tell what's happening inside."
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I have followed the mobile handset market since late Nineties. I spent eight years doing sell-side equity research on Wall Street, starting out at Alliance Capital. I have expanded from handset industry to mobile app market over the past three years. Now back to mobile telecom industry - mobile diagnostics, mobile trend research, mobile expense management. I regularly talk to handset distribution, OS development and app industry pros in Europe, Asia, Latin America and USA. I pay particular attention to tracking phone and app sales trends in Brazil, India, China, South Africa, Nigeria, Spain, Italy, Germany and the UK. |
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