Name: Consumer: Frasers
Uploaded: 2023-09-12T10:43:18.122464+00:00
Duration: 4032 s
Channel: Vox Markets
Description: Consumer: Frasers

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/319/006319/video_PLGt4s5.mp4#t=2196

Vox Markets

Consumer: Frasers

Outlook for equites?

UK banks: Natwest & Lloyds

Megacap tech: Google & Meta

Nintendo.

Integrated oil & gas majors: Shell & BP

UK Housebuilders: Bellway, Berkeley, Barratts & Redrow

Low cost airlines: Easyjet & Ryanair.

Capital markets providers: Plus500, Hargreaves Lansdown and London Stock Exchange.

Healthcare – GSK & Haleon

Online food delivery platforms: Just Eat & Delivery Hero

In this highly fascinating interview, fund manager Kartik Kumar of Artemis takes me through the:

1.   Outlook for equites? 00:00
2.   UK banks: Natwest & Lloyds. 06:31
3.   Megacap tech: Google & Meta. 13:27
4.   Nintendo. 20:29
5.   Integrated oil & gas majors: Shell & BP. 25:13
6.   UK Housebuilders: Bellway, Berkeley, Barratts & Redrow. 28:06
7.   Consumer: Frasers. 36:36
8. Low cost airlines: Easyjet & Ryanair. 42:18
9.   Capital markets providers: Plus500, Hargreaves Lansdown and London Stock Exchange. 48:06
10. Healthcare – GSK & Haleon. 54:44
11. Online food delivery platforms: Just Eat & Delivery Hero. 61:01

In this highly fascinating interview, fund manager Kartik Kumar of Artemis takes me through the:1.   Outlook for equites? 00:00 2.   UK banks: Natwest &amp; Lloyds. 06:31 3.   Megacap tech: Google &amp; Meta. 13:27 4.   Nintendo. 20:29 5.   Integrated oil &amp; gas majors: Shell &amp; BP. 25:13 6.   UK Housebuilders: Bellway, Berkeley, Barratts &amp; Redrow. 28:06 7.   Consumer: Frasers. 36:36 8. Low cost airlines: Easyjet &amp; Ryanair. 42:18 9.   Capital markets providers: Plus500, Hargreaves Lansdown and London Stock Exchange. 48:06 10. Healthcare – GSK &amp; Haleon. 54:44 11. Online food delivery platforms: Just Eat &amp; Delivery Hero. 61:01

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/319/006319/video_PLGt4s5.mp4