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Portfolio Matters

Howell Discusses 'Frontier Market' Investing: Video  February 9 (Bloomberg) -- Andrew Howell, a strategist at Citigroup Global Markets Inc., talks with Bloomberg's Margaret Brennan about his investment strategy in so-called frontier markets.   Play Watch

Gartman Says Don't Be `Aggressively Long' in Stocks February 9 (Bloomberg) -- Dennis Gartman, an economist and editor of the Gartman Letter, talks with Bloomberg's Betty Liu about the outlook for the equity market.   Play Watch

CCLA's Bevan Recommends U.S. Engineering Stocks, Reckitt February 9 (Bloomberg) -- James Bevan, chief investment officer at CCLA Investment Management, talks about the impact of European sovereign debt concerns on equity valuations.   Play Watch

BOC International's Lok Discusses Hong Kong Stocks February 9 (Bloomberg) -- Anthony Lok, Hong Kong-based head of research at BOC International Holdings Ltd., talks with Bloomberg's Susan Li about his investment strategy for Hong Kong stocks. (Source: Bloomberg)   Play Watch

Lok Sees Opportunity in Discounted Bank Share Placements February 9 (Bloomberg) -- Anthony Lok, Hong Kong-based head of research at BOC International Holdings Ltd., talks with Bloomberg's Susan Li about his investment strategy for Hong Kong stocks. (Source: Bloomberg)   Play Watch

Exane BNP's Nabarro Likes Novartis, Deutsche Telekom February 8 (Bloomberg) -- Willem-Mark Nabarro, head of European equities at Exane BNP Paribas Ltd., talks with Bloomberg's Susan Li about his investment strategy for European stocks.   Play Watch

Exane BNP's Nabarro Discusses European Stocks, Strategy February 8 (Bloomberg) -- Willem-Mark Nabarro, head of European equities at Exane BNP Paribas Ltd., talks with Bloomberg's Susan Li about his investment strategy for European stocks. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Desbarres Says Dollar May Dictate China's Yuan Policy February 8 (Bloomberg) -- Olivier Desbarres, a currency strategist with Credit Suisse Group AG, talks with Bloomberg's Haslinda Amin about the outlook for global currencies including the Chinese yuan.   Play Watch

Mine Life's Wendt Says Oil May Rise Above $100 by 2011 February 8 (Bloomberg) -- Gavin Wendt, senior resource analyst at Mine Life Pty, talks with Bloomberg's Haslinda Amin about his forecast for crude oil prices.   Play Watch

TCW's Sri-Kumar Says U.S. Stocks May Fall Another 10-15% February 8 (Bloomberg) -- Komal Sri-Kumar, chief global strategist at TCW Group Inc. in Los Angeles, talks with Bloomberg's Susan Li about the outlook for U.S. stocks and the nation's economy.   Play Watch

Barclays's Knapp Says S&P 500 Could Decline to 990 February 8 (Bloomberg) -- Barry Knapp, head of U.S. equity strategy at Barclays Capital, talks with Bloomberg's Matt Miller and Carol Massar about the outlook for the S&P 500 Index.   Play Watch

Barclays Capital's Knapp Discusses Outlook for Stocks February 8 (Bloomberg) -- Barry Knapp, head of U.S. equity strategy at Barclays Capital, talks with Bloomberg Television about the outlook for stocks. (This report is an excerpt. Source: Bloomberg)   Play Watch


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