FAT-UK-05129 Sep 04

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    Greyhound

      JPMorgan Fleming Indian Investment Trust

      We anticipate that the Indian economy will be a global powerhouse over the next 25 years and, accordingly, some exposure to the country is warranted.

        Dragon Oil

        Since our last review in June (FAT39), Dragon Oil (DGO) has been quietly drilling and undertaking a well work-over programme in the Cheleken Contract Area in the Caspian Sea.

          Swallowfield

          Swallowfield, the contract manufacturer of aerosol and cosmetic products, was first recommended as a buy up to 86p in February (FAT22).

            Shell Transport & Trading

            We first recommended integrated oil major Shell (SHEL) at 368p in February (FAT23) because we believed the shares offered significant leverage to the rising price of oil.

              Scottish Power

              Since privatisation in 1990 Scottish Power (SPW) has pursed a fairly aggressive and diversified growth strategy.