0:00
The UK market, firstly, it's important
0:02
to remember that the largest stocks in
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the in the market, normally the known as
0:06
the FTSE 100, they're sort of largest
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hundredish stocks, they're not really UK
0:11
companies. They're companies based in
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the UK, but they have global earnings.
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And so, that's one of the reasons
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they're both susceptible to what's
0:19
happening in the Middle East, but also
0:21
beneficiaries in some cases, as you
0:22
said, energy companies, to to higher
0:25
prices as well. So, you are dealing with
0:26
a basket of global companies. But you're
0:29
also dealing with a group of companies
0:32
where their value is made up of the
0:34
earnings that they'll accrue far into
0:39
And so, whatever happens over the coming
0:42
days, weeks, or months, it probably has
0:44
a limited impact on the real value of
0:47
those businesses. So, if you see these
0:49
prices fall sharply, then they could
0:51
provide a a great opportunity. So,
0:53
rather than thinking about how exposed
0:56
the UK is, think about it as a potential
0:58
source of great opportunities if there's
1:00
this pervading sense of negativity and
1:02
that drives prices far too low.
