UK divi focus, diverging values in Asia and bond market fears

David Urch on UK growth For some time now, we have been tracking the considerable earnings and share price momentum supporting the consumer cyclicals sector. This trend has continued to strengthen this year and has enabled us to identify a number of businesses that are able to grow their earnings faster than consensus expectations. The General Election result added further impetus to this trend, as consumers took confidence from the sense of economic stability that came with the Conservative majority. In late June, one survey found UK consumer confidence was at the highest for 15 years...