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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…

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20-02-2018 7:58pm

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Vronsky

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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?

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