European shares have no ideas
Markets without themes: This is the picture that presents itself in the eyes of investors and European operators. “The market seems to move without a specific direction. There are issues of broad and there are those that last for the space of a day,” said Giuliana Porta, an analyst at Dresdner Albertini Kleiwort Benson, “We remain strongly linked to the Nasdaq and macroeconomic variables that may affect the performance of stock exchanges, such as oil. Our opinion remains positive on banking, although it has been protagonist of a great exploit, and in the medium term on TLC, for which there is great space in the short first auction for UMTS. Even Eni is expected to finish his run, while Enel will certainly welcome the capture of Infostrada. If it is true that the European economy slows and the titles will be penalized cyclical, price lists Italians, view of the limited presence of its cyclical, could do better than others in relative terms. “