Magazine - 14 Jan 2016

Agenda

• News in brief: TalkTalk, Housebuilders, Just Eat, Mobile Streams, Everyman, United Cacao

• Xaar to ride R&D rally

  Multiple catalysts for re-rating as investment pays-off in 2016

• Where next for the markets?

  Economist says biggest risk may now be US, not China

• Makeover for Marks & Spencer

  New leadership broom to bring fresh energy to clothing challenge

• Great Portland property play

  Discount makes prime real estate investor attractive

• Power struggle at Galasys

  Boardroom spat could spark opportunistic buyout

• Cineworld awakens in Europe

  Romania expansion will boost earnings despite blockbuster absence

• Bright side of the road

  Costain’s East Sussex highways contract confirms year-end momentum

• GVC set for re-rating