If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)

Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie

Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Disaster Capitalism - Brexit

Vronsky · 2018-02-20 18:58:02

Given the way negotiations are going it would seem there is a reasonable probability that the EU-UK talks could collapse. In that scenario, one would expect British stocks and the stocks of companies with exposure to Britain to take a hammering. Likely the whole market will fall, taking down stocks of good British…

20-02-2018 6:58pm

#1

Vronsky

Closed Accounts Posts: 273 ✭✭

Join Date: October 2017

Posts: 265

Given the way negotiations are going it would seem there is a reasonable probability that the EU-UK talks could collapse. In that scenario, one would expect British stocks and the stocks of companies with exposure to Britain to take a hammering. Likely the whole market will fall, taking down stocks of good British companies to a level that would be considered undervalued in the medium term.

I suppose the question is what are the companies that will be pulled down but have the least exposure to the negative consequences of a hard Brexit - as these will be the ones to rebound fastest. I was thinking Rolls Royce holdings. Anyone have any other good picks?

0