netnet Posted June 9, 2016 Share Posted June 9, 2016 There is a longish thread on the pros and cons of Brexit, but I did not see anything addressing more market or stock specific discussions. This is one of those unpredictable, but widely anticipated events. With an exit, the English stocks particularly those that need access to Europe will probably drop sharply. My thinking is to have a watchlist of those companies that are not dependent on European exports from the UK that may fall in sympathy. (Of course there is a wild card that this could be turn into a Lehman type of moment, I doubt it, but it is of course a possibility. As is a surge of the FTSE.) London real estate looks particularly vulnerable. Specific companies to keep in mind: Lancashire (LRE.L) and Goodwin, with some EU exposure though. Link to comment Share on other sites More sharing options...
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