Bordeaux-based Investment Firm Portway Capital are said to be maintaining a bullish stance on a number of FTSE100 stocks despite a backdrop of some of the worst financial data seen in decades and the fear of recession seemingly a distinct, rather than a distant, possibility.
Recent Financial data from the UK has been described by analysts and BOE staff alike as “ghastly”, and sources from Portway Capital have been quick to point out that there is no shortage of fuel for the fire; stating rising production prices (resulting primarily from manufacturers passing on hikes due to record oil prices), inflation touching decade-long highs, and a pound which has now fallen over 12% against its major trading partners in the last twelve months.

However, despite these myriad negative macroeconomic factors, and the recent movement of the FTSE100 into bearish territory, analysts at Portway Capital remain confident that a number of stocks are currently undervalued and relatively attractive in a climate which looks ripe for M&A activity in the near future.

“We have identified a number of Companies in sectors primed for takeover activity – primarily in Energy and Mining, whose stock price appears significantly undervalued.” said one unnamed source, who went on to indicate that analyst data at Portway Capital suggests the upside potential in stocks with proven resilience to economic swings can far outweigh the downward trend imposed by a deteriorating economy.
Portway Capital are investment broker headquartered in Bordeaux, France offering investment solutions to entrepreneurs around the world.

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