TikTok Logo

Are the financial markets back from the brink? asks Zak Mir

   NEWS / 20 Apr 2017
Theresa May has called for a snap general election (Rex)
Theresa May has called for a snap general election (Rex)

It would appear that as far as geo-politics and the financial markets are concerned, we are oscillating between “the brink and the edge”.

Over the Easter weekend investors held their breath.

Potential North Korean retaliation for President Trump’s “provocation” in terms of sending US forces to Kim Jong Un’s part of the world appeared inevitable. It was delivered, although without adverse consequences.

North Korean leader Kim Jong Un waves during a military parade on Saturday, April 15, 2017, in Pyongyang, North Korea to celebrate the 105th birth anniversary of Kim Il Sung, the country’s late founder and grandfather of current ruler Kim Jong Un. (AP Photo/Wong Maye-E)

The promise of weekly missile testing is clearly not a helpful one in terms of soothing frayed nerves, even though given the lack of reliability in the North Korean arsenal suggests that daily testing would actually be required in order to get turn the young tyrant’s threats into reality.

Sell before May?

From a markets perspective we are coming off the back of a ‘Trumpflation’ trade which is nearly six months old. It would not require much of an excuse for those in the Dow and the FTSE 100 from well below 20,000 and 7,000 respectively, to book profits.


In fact, the real question now is whether or not equity markets are a rather obvious sell?

Seasonally, heading towards the stock market adage of “Sell in May” one would already be thinking of pressing the buy button. This is even if we were not faced with headlines mentioning World War III with alarming frequency. The issue though, is whether this is simply another situation where the bulls should be greedy when others are fearful – as in the legendary saying of Warren Buffet?

Warren Buffett. Foto de David A. Grogan (CNBC)

Mining hope?

Perhaps the best way forward is to split up the stock market into its various components. For instance, we have gold heading back towards the $1,300 level.

This is a zone from which it fell rather precipitously in the wake of Donald Trump’s election. Considering that geo-political angst of the kind we are experiencing at the moment is just about as bad as it could get, Gold and mining stocks are relatively under cooked.

Therefore, if you are still bullish on equities, or fear you may miss out, the mining sector looks like the place to be.

The same can be said of crude oil, where the front month is trading well over $52. Given that one can say anything over $50 is a plus for fans of oil & gas plays, there seems to be little reason to let go of being long here either.

The irony is that at least the initial reaction for stocks in the run up to Vice President Pence’s meeting with Japanese Prime Minister Abe has been for the resources space to fall.

Instead, consumer cyclicals, and utilities are drawing in the buyers. This is something which normally only happens in the worst risk off situations.

To add to this was the way Trump congratulated Turkey’s Erdogan on his referendum victory, something which was as bizarre as it may prove to be pragmatic.

Elections in France, UK 

Added intrigue is provided of course by the run up to the French Presidential elections with the first round of voting on April 23, and the second run off on May 7. The race may not in theory be heading Marine Le Pen’s way. But her message of no more immigration could always blow up in the faces of her rivals at the last minute. This would add a third “shock” event to Brexit and the Trump victory. Believing the pollsters has become a dangerous hobby in politics.



The Heart Shopping Centre

Magazine Design, Print & Distribution Management

The Heart Shopping Centre magazine is distributed every 6 months, delivering a Summer issue and Christmas issue. The magazine has been crafted to entice customers in the local area to visit the centre. The magazine is updated with each issue to tie in with the branding, event creative and any campaigns that are running and has proven to be a great success.


Rivera Property Consultants

Branding & Corporate Stationery Design

Rivera Property Consultants is a leading company offering Property Sourcing, Sales and Lettings Management, Interior Design and Development.

Why Media were approached by Mr. Rivera, a property agent with over fifteen years of experience in the London Property Market, to undertake a full branding and website design project for his newly established business. The branding was crafted to present the company as high-end, professional and established. 


The Heart Shopping Centre

POS Design

Why Media manages and promotes the Heart Shopping Centre Kids Club events. The POS creative for the events is displayed throughout the centre in advance of the event and is also provided in all required formats for the website, social media and advertisements.


Go Epsom

Campaign Branding

Go Epsom is the campaign created for Epsom BID. The colourful and vibrant campaign branding was created to promote the town of Epsom, Surrey.

The colour palette and facets were selected to reflect the individual aspects of the town such as shopping, dining and entertainment, while still working together as a whole to form the brand identity.


Larkfleet Homes

Larkfleet TV Video Production & Marketing

LarkfleetTV creates engaging content to promote the Larkfleet Group housing developments. Why Media plans, films, edits and promotes the videos for the company, helping to drive sales and raise the company profile.


Blue Whale Capital

Bespoke Website Design & Development with Custom API Integration

Blue Whale Capital approached Why Media in a quest to create a modern, functional and tailor-made website with a partner they could work closely and honestly with for this project and their future design and marketing needs.

The website is functionality focussed and incorporates a bespoke API to allow visitors to invest directly through the website. Each call-to-action has been carefully considered to enhance the user journey and ultimately encourage visitors to invest with the company.


ACAI Group

Branding, Website & Photography

Why Media were delighted to launch the new brand identity and website for ACAI Group, a property investment company with a number of high profile commercial, retail and land assets across the UK.

These assets include 8-10 Grafton Street in Mayfair, The Heart Shopping Centre in Walton-on-Thames Surrey and, the flagship store for high-end retail brand Dior on the prestigious Bond Street. The objective of the branding and creative element of this project was to inject colour, depth and a story behind the brand identity and overall messaging of ACAI (the initials of which represent the three owners of the company). Following completion of the branding process, Why Media delivered a full stationery package including business cards, letterheads and compliment slips and a comprehensive set of brand guidelines, ensuring the brand identity and reputation are protected through a stringent set of ‘brand rules’.


Woking Shopping Centre

WokingTV Video Production and Promotion

As a leading regional shopping centre destination Woking Shopping needed to join up a number of platforms to help highlight new retailers and restaurants at the centre as well as a new market area.

Why Media produce monthly videos for WokingTV, and manage all elements including storyboards, planning, filming, editing, video promotion across social media and integration into the website.


Bovis Homes

Stanton Cross Website

Bovis Homes build some of the best new homes in the UK that are great places to live. Stunning new homes and apartments for sale right now.

Why Media were commissioned to design and build a bespoke website for the Bovis Homes Stanton Cross development. Stanton Cross is a brand-new community in the heart of Northamptonshire on the eastern edge of the historic town of Wellingborough. The website provides an engaging platform for the development and location information.


County Square Shopping Centre

Social Media Management

Located in the heart of Ashford, Kent, County Square shopping centre offers a friendly welcome to visitors from across the county and further afield. With more than 50 shops alongside cafes and restaurants, County Square is the local, relaxed choice for the community.

Since Why Media were appointed as the social media managers for the centre, the account has seen phenomenal growth in group numbers of over 1800%.


Goldschmidt & Howland

Bespoke Website, Photography & Video Production

Goldschmidt & Howland are North West London's Leading estate agent and letting agent servicing Hampstead Garden Suburb, Belsize Park, Kentish Town, Little Venice, St Johns Wood and more.

Why Media created a brand new bespoke website for the company to enhance their online presence, modernise the design of the website and ensure the site was optimised for search engines.