Alan Green joins the Podcast as we explore UK equities and key macro themes driving markets this week. 

We discuss:

• Next (LON:NXT)
• GlaxoSmithKline (LON:GSK)
• Sovereign Metals (LON:SVML)
• ECR Minerals (LON:ECR)

We focus initially on the Chinese economy and how UK investors could play the end of the Zero COVID-19 policy, should recent rumours prove to have any weight to them.

Next is a fantastic bellwether for the UK economy and to see the retailer maintain their full year profit guidance, despite concerns around the health of the UK consumer.

GlaxoSmithKline sales have impressed the market with £7.8 billion sales in the third quarter, up 18% AER compared to the same period last year. We look deeper into the results and recent developments oil their pipeline of drugs.

We finish by looking at Sovereign Metal’s recent Titanium Rutile offtake agreement and ECR Minerals latest update.

Hosted on Acast. See acast.com/privacy for more information.